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Vanguard Morningstar Small-Cap ETF
VB

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