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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1451
Brown Miller Wealth Management
Virginia
$230K – – –
FTC
1452
Farmers Trust Company
Ohio
$229K -$37.8K -200 -15%
RWRC
1453
R.W. Roge & Company
New York
$228K – – –
HCA
1454
Heck Capital Advisors
Wisconsin
$227K -$255K -1,348 -54%
FCA
1455
FinTrust Capital Advisors
South Carolina
$225K – – –
CRC
1456
Curi RMB Capital
Illinois
$225K -$51.4K -272 -19%
TC
1457
Truvestments Capital
Florida
$224K -$18.1K -96 -8%
FIM
1458
Fernwood Investment Management
Massachusetts
$222K +$4.72K +25 +2%
PTP
1459
Platform Technology Partners
New York
$221K -$68K -360 -25%
FWI
1460
Facet Wealth Inc
Maryland
$221K +$203K +1,076 New
NRWA
1461
North Ridge Wealth Advisors
Oregon
$218K – – –
SMWM
1462
Silvia McColl Wealth Management
California
$218K – – –
CPC
1463
Consolidated Planning Corp
Georgia
$218K +$207K +1,094 New
ZIC
1464
ZWJ Investment Counsel
Georgia
$218K -$9.07K -48 -4%
I
1465
INVST
Indiana
$217K +$206K +1,092 New
PWM
1466
PBMares Wealth Management
Virginia
$216K -$2.27K -12 -1%
CHJWM
1467
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$200K +1,056 New
MAA
1468
Matrix Asset Advisors
New York
$214K +$189 +1 +0.1%
AWM
1469
Aprio Wealth Management
Georgia
$214K -$18K -95 -8%
WP
1470
Westmount Partners
California
$214K -$23.4K -124 -10%
SPA
1471
Sentinel Pension Advisors
Massachusetts
$213K -$19.3K -102 -9%
FWM
1472
Fairhaven Wealth Management
Illinois
$212K +$201K +1,064 New
GC
1473
Grimes & Company
Massachusetts
$211K +$201K +1,062 New
SM
1474
Sensible Money
Arizona
$211K – – –
LSPW
1475
Lake Street Private Wealth
Illinois
$211K -$1.89K -10 -0.9%
57 58
59
60 61