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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
1451
Zacks Investment Management
Illinois
$209K -$30.3K -156 -12%
PWM
1452
PBMares Wealth Management
Virginia
$208K -$25.8K -133 -11%
SMWM
1453
Silvia McColl Wealth Management
California
$208K – – –
NRWA
1454
North Ridge Wealth Advisors
Oregon
$208K +$212K +1,095 New
EL
1455
Essex LLC
Illinois
$207K – – –
FIM
1456
Fernwood Investment Management
Massachusetts
$207K +$212K +1,093 New
PJSIMP
1457
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K – – –
CWM
1458
Chemistry Wealth Management
New York
$206K +$211K +1,089 New
RFN
1459
Redwood Financial Network
Ohio
$206K -$4.46K -23 -2%
GKIM
1460
GW&K Investment Management
Massachusetts
$205K -$342K -1,766 -62%
MAA
1461
Matrix Asset Advisors
New York
$204K +$209K +1,076 New
BST
1462
Bath Savings Trust
Maine
$204K +$208K +1,075 New
CT
1463
Caldwell Trust
Florida
$204K +$2.13K +11 +1%
EBT
1464
Enterprise Bank & Trust
Massachusetts
$203K +$208K +1,072 New
LSPW
1465
Lake Street Private Wealth
Illinois
$203K -$10.9K -56 -5%
GC
1466
GFG Capital
Florida
$202K – – –
SM
1467
Sensible Money
Arizona
$201K -$23.7K -122 -10%
SBIA
1468
Sheaff Brock Investment Advisors
Indiana
$201K +$205K +1,058 New
PWM
1469
PRW Wealth Management
Massachusetts
$200K +$207K +1,068 New
GWSG
1470
GPS Wealth Strategies Group
Colorado
$194K +$199K +1,025 New
GWS
1471
Glassman Wealth Services
Virginia
$191K +$14.4K +74 +8%
RWPA
1472
Richard W. Paul & Associates
Michigan
$189K -$3.69K -19 -2%
FFA
1473
Farther Finance Advisors
California
$178K +$78.3K +404 +76%
DAC
1474
Dividend Assets Capital
South Carolina
$173K – – –
OC
1475
Oakworth Capital
Alabama
$170K – – –
57 58
59
60 61