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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1326
Madison Asset Management
Wisconsin
$746K +$764K +3,106 New
MIA
1327
Madison Investment Advisors
Wisconsin
$746K +$764K +3,106 New
TWM
1328
Trevian Wealth Management
Massachusetts
$746K +$738 +3 +0.1%
PMFA
1329
Plante Moran Financial Advisors
Michigan
$740K +$360K +1,463 +90%
NG
1330
Northstar Group
New York
$739K +$1.23K +5 +0.2%
MA
1331
MJP Associates
Connecticut
$738K +$8.12K +33 +1%
GWS
1332
Glassman Wealth Services
Virginia
$732K – – –
TFCP
1333
Twin Focus Capital Partners
Massachusetts
$730K -$635K -2,579 -46%
MSA
1334
Marathon Strategic Advisors
Pennsylvania
$729K -$11.3K -46 -1%
PAS
1335
PKS Advisory Services
New York
$729K +$746K +3,033 New
PWM
1336
Pines Wealth Management
North Carolina
$729K +$753K +3,061 New
IA
1337
IFG Advisory
Georgia
$727K +$745K +3,027 New
SFSG
1338
Sound Financial Strategies Group
Mississippi
$724K -$66.9K -272 -8%
PCM
1339
Passive Capital Management
Maryland
$724K +$246K +1,000 +50%
EFA
1340
Evernest Financial Advisors
Indiana
$723K – – –
PPA
1341
Pacific Point Advisors
California
$723K +$716K +2,908 New
PI
1342
Pachira Investments
California
$722K -$1.23K -5 -0.2%
PWW
1343
Pettyjohn Wood & White
Virginia
$722K +$492 +2 +0.1%
OA
1344
Operose Advisors
Wisconsin
$719K – – –
AWP
1345
Astra Wealth Partners
New Jersey
$716K +$733K +2,979 New
FC
1346
Family CFO
California
$715K +$29K +118 +4%
FNB
1347
Farmers National Bank
Kentucky
$714K +$731K +2,972 New
DP
1348
Denver PWM
Colorado
$714K -$5.17K -21 -0.7%
JCM
1349
J2 Capital Management
Michigan
$709K +$726K +2,950 New
LW
1350
Linscomb Wealth
Texas
$706K +$738 +3 +0.1%
52 53
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55 56