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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1426
Harmony Asset Management
Arizona
$535K +$99.8K +418 +21%
MECA
1427
Miller Equity Capital Advisors
Texas
$534K -$69.5M -291,149 -99%
FIB
1428
First Interstate Bank
Montana
$533K -$3.82K -16 -0.7%
TNB
1429
Thomasville National Bank
Georgia
$532K – – –
EFG
1430
Elm3 Financial Group
Georgia
$531K +$230K +962 +67%
EWA
1431
Etesian Wealth Advisors
Oregon
$531K -$27.9K -117 -5%
WWA
1432
Wingate Wealth Advisors
Massachusetts
$530K -$57.3K -240 -9%
SBF
1433
Sara-Bay Financial
Florida
$529K +$35.6K +149 +7%
1WM
1434
1900 Wealth Management
Texas
$529K -$13.9K -58 -2%
OSNBOA
1435
Old Second National Bank of Aurora
Illinois
$529K – – –
TIAM2
1436
Tru Independence Asset Management 2
Oregon
$529K +$485K +2,031 New
FF
1437
Francis Financial
$526K -$101K -424 -15%
CLP
1438
Charis Legacy Partners
Texas
$525K +$565K +2,367 New
SFPG
1439
Stonebridge Financial Planning Group
Florida
$525K +$39.9K +167 +8%
PC
1440
Pecaut & Co
Iowa
$524K +$16.2K +68 +3%
CBA
1441
Coastal Bridge Advisors
Connecticut
$524K +$565K +2,365 New
IWM
1442
IMG Wealth Management
Florida
$524K -$16.5K -69 -3%
GAB
1443
German American Bancorp
Indiana
$524K -$116K -486 -17%
SAM
1444
Silvercrest Asset Management
New York
$522K +$41.6K +174 +8%
Q1WB
1445
Quest 10 Wealth Builders
Virginia
$521K -$101K -423 -15%
KFSC
1446
Keystone Financial Services (Colorado)
Colorado
$520K – – –
CT
1447
Clearstead Trust
Maine
$519K +$167K +700 +43%
PWM
1448
Penobscot Wealth Management
Maine
$517K -$5.25K -22 -0.9%
FPL
1449
Fortress Private Ledger
North Carolina
$516K -$540K -2,261 -49%
BWS
1450
Buck Wealth Strategies
Colorado
$516K -$8.67M -36,299 -94%
56 57
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