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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1451
PBMares Wealth Management
Virginia
$208K -$25.8K -133 -11%
SMWM
1452
Silvia McColl Wealth Management
California
$208K – – –
NRWA
1453
North Ridge Wealth Advisors
Oregon
$208K +$212K +1,095 New
EL
1454
Essex LLC
Illinois
$207K – – –
FIM
1455
Fernwood Investment Management
Massachusetts
$207K +$212K +1,093 New
PJSIMP
1456
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K – – –
CWM
1457
Chemistry Wealth Management
New York
$206K +$211K +1,089 New
RFN
1458
Redwood Financial Network
Ohio
$206K -$4.46K -23 -2%
GKIM
1459
GW&K Investment Management
Massachusetts
$205K -$342K -1,766 -62%
MAA
1460
Matrix Asset Advisors
New York
$204K +$209K +1,076 New
BST
1461
Bath Savings Trust
Maine
$204K +$208K +1,075 New
CT
1462
Caldwell Trust
Florida
$204K +$2.13K +11 +1%
EBT
1463
Enterprise Bank & Trust
Massachusetts
$203K +$208K +1,072 New
LSPW
1464
Lake Street Private Wealth
Illinois
$203K -$10.9K -56 -5%
GC
1465
GFG Capital
Florida
$202K – – –
SM
1466
Sensible Money
Arizona
$201K -$23.7K -122 -10%
SBIA
1467
Sheaff Brock Investment Advisors
Indiana
$201K +$205K +1,058 New
PWM
1468
PRW Wealth Management
Massachusetts
$200K +$207K +1,068 New
GWSG
1469
GPS Wealth Strategies Group
Colorado
$194K +$199K +1,025 New
GWS
1470
Glassman Wealth Services
Virginia
$191K +$14.4K +74 +8%
RWPA
1471
Richard W. Paul & Associates
Michigan
$189K -$3.69K -19 -2%
FFA
1472
Farther Finance Advisors
California
$178K +$78.3K +404 +76%
DAC
1473
Dividend Assets Capital
South Carolina
$173K – – –
OC
1474
Oakworth Capital
Alabama
$170K – – –
MJRIC
1475
Mogy Joel R Investment Counsel
California
$166K +$170K +875 New
57 58
59
60 61