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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1401
BCGM Wealth Management
Indiana
$244K +$398 +2 +0.2%
SFG
1402
SNS Financial Group
Minnesota
$243K – – –
WPWM
1403
Windward Private Wealth Management
Kansas
$241K -$2.19K -11 -0.9%
VCA
1404
Verdence Capital Advisors
Maryland
$241K +$254K +1,273 New
MA
1405
MBA Advisors
Pennsylvania
$241K -$996 -5 -0.4%
IFWM
1406
Institute for Wealth Management
Colorado
$240K – – –
GIA
1407
GHP Investment Advisors
Colorado
$239K +$21.5K +108 +9%
ULWM
1408
Upper Left Wealth Management
Florida
$239K -$12.6K -63 -5%
WA
1409
WESPAC Advisors
California
$238K -$2.39K -12 -0.9%
P
1410
Pitcairn
Pennsylvania
$238K – – –
BCMLT
1411
Beacon Capital Management LLC (Tennessee)
Tennessee
$237K – – –
LRPA
1412
L. Roy Papp & Associates
Arizona
$237K +$199 +1 +0.1%
CFS
1413
CGC Financial Services
Oregon
$236K – – –
JWM
1414
JGP Wealth Management
Oregon
$235K +$6.38K +32 +3%
DAM
1415
Derbend Asset Management
Georgia
$234K -$1.4K -7 -0.6%
WHG
1416
Westwood Holdings Group
Texas
$234K -$3.39K -17 -1%
WMWM
1417
Whitaker-Myers Wealth Managers
Ohio
$232K -$152K -765 -38%
RMCM
1418
Reynders McVeigh Capital Management
Massachusetts
$232K -$36.5K -183 -13%
GWM
1419
GSB Wealth Management
Connecticut
$232K +$199 +1 +0.1%
LWCFA
1420
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K – – –
GFS
1421
GYL Financial Synergies
Connecticut
$230K – – –
CAM
1422
Covenant Asset Management
New Jersey
$230K -$12K -60 -5%
FFA
1423
First Foundation Advisors
California
$230K -$76.5K -384 -24%
LOPW
1424
Live Oak Private Wealth
North Carolina
$230K – – –
CWM
1425
Campbell Wealth Management
Virginia
$229K +$241K +1,212 New
55 56
57
58 59