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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1476
Meridian Management
Arkansas
$391K +$909 +4 +0.2%
WHC
1477
Wulff, Hansen & Co
California
$389K – – –
BPFA
1478
Barnes Pettey Financial Advisors
Mississippi
$388K +$682 +3 +0.2%
WP
1479
Westmount Partners
California
$388K +$37.3K +164 +11%
RW
1480
RVW Wealth
California
$387K -$11.4K -50 -3%
CT
1481
Clearstead Trust
Maine
$387K +$1.14K +5 +0.3%
AFG
1482
Altiora Financial Group
Ohio
$387K – – –
PSP
1483
Pacific Sage Partners
Washington
$386K -$42.3K -186 -10%
CWS
1484
Confluence Wealth Services
Pennsylvania
$386K -$141K -622 -28%
BC
1485
Bakala Capital
South Carolina
$385K +$8.18K +36 +2%
TCWM
1486
Total Clarity Wealth Management
Illinois
$385K -$5.68K -25 -2%
BTWM
1487
Baker Tilly Wealth Management
Wisconsin
$384K -$122K -536 -25%
TAM
1488
Tocqueville Asset Management
New York
$384K – – –
PMFA
1489
Plante Moran Financial Advisors
Michigan
$384K – – –
KP
1490
Kitching Partners
Pennsylvania
$384K +$367K +1,617 New
CNB
1491
Camden National Bank
Maine
$381K -$13.6K -60 -4%
CCG
1492
Coastwise Capital Group
California
$380K – – –
AI
1493
Axos Invest
Nevada
$377K +$362K +1,591 New
WA
1494
WealthTrust Axiom
Pennsylvania
$377K – – –
EBA
1495
Eagle Bay Advisors
New York
$377K – – –
TCM
1496
TruNorth Capital Management
Michigan
$375K +$7.04K +31 +2%
RSA
1497
River Street Advisors
Illinois
$375K – – –
WPWM
1498
Windward Private Wealth Management
Kansas
$374K +$44.1K +194 +14%
GKWIM
1499
Gerber Kawasaki Wealth & Investment Management
California
$373K +$31.1K +137 +10%
DACG
1500
Donor Advised Charitable Giving
California
$373K – – –
58 59
60
61 62