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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1426
Pictet North America Advisors
Switzerland
$366K +$330K +1,715 New
BFG
1427
Bouchey Financial Group
New York
$365K -$187K -970 -36%
RZH
1428
Relyea Zuckerberg Hanson
Connecticut
$360K +$57.4K +298 +21%
CNB
1429
Camden National Bank
Maine
$360K +$46K +239 +17%
MWA
1430
Monograph Wealth Advisors
California
$360K – – –
LFA
1431
Legacy Financial Advisors
Kentucky
$359K +$325K +1,685 New
GFPC
1432
Global Financial Private Client
Florida
$358K +$234K +1,217 +263%
FCM
1433
Fortis Capital Management
Washington
$358K -$351K -1,820 -52%
KL
1434
KWMG LLC
Kansas
$356K -$12.7K -66 -4%
WFS
1435
Weitzel Financial Services
Iowa
$356K -$38.3K -199 -11%
GKWIM
1436
Gerber Kawasaki Wealth & Investment Management
California
$352K -$3.08K -16 -1%
WPWM
1437
Windward Private Wealth Management
Kansas
$352K +$71.7K +372 +29%
HCM
1438
Howland Capital Management
Massachusetts
$351K +$317K +1,647 New
TWC
1439
TD Waterhouse Canada
Ontario, Canada
$351K +$320K +1,663 New
CAM
1440
Carret Asset Management
New York
$351K – – –
TCWM
1441
Total Clarity Wealth Management
Illinois
$350K -$22K -114 -6%
IWA
1442
Inspirion Wealth Advisors
Illinois
$350K -$1.93K -10 -0.6%
SWRP
1443
Summit Wealth & Retirement Planning
California
$349K – – –
AFG
1444
Altiora Financial Group
Ohio
$348K +$314K +1,631 New
MC
1445
Middleton & Co
Massachusetts
$348K – – –
CT
1446
Clearstead Trust
Maine
$346K +$1.16K +6 +0.4%
TAM
1447
Tocqueville Asset Management
New York
$345K – – –
PWM
1448
Partnership Wealth Management
Maryland
$344K +$319K +1,657 New
TVWM
1449
Tower View Wealth Management
Wisconsin
$344K +$1.16K +6 +0.4%
CCG
1450
Coastwise Capital Group
California
$342K – – –
56 57
58
59 60