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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1626
Capital Wealth Management
Rhode Island
$247K – – –
CMP
1627
Courage Miller Partners
Virginia
$247K – – –
BMO
1628
Beck Mack & Oliver
New York
$246K – – –
PP
1629
Pegasus Partners
Wisconsin
$246K +$3.07K +14 +1%
RS
1630
Retirement Solution
Washington
$245K +$246K +1,122 New
GEA
1631
Glen Eagle Advisors
New Jersey
$243K -$75.5K -344 -24%
AWA
1632
Aletheian Wealth Advisors
Washington
$242K – – –
SMWM
1633
Silvia McColl Wealth Management
California
$242K – – –
SA
1634
SpiderRock Advisors
Delaware
$242K – – –
CWA
1635
Canvas Wealth Advisors
Kansas
$241K +$229K +1,041 New
DWM
1636
Destination Wealth Management
California
$241K +$243K +1,107 New
RWRC
1637
R.W. Roge & Company
New York
$241K -$3.73K -17 -2%
BFO
1638
Boston Family Office
Massachusetts
$241K +$243K +1,105 New
ACIM
1639
Azimuth Capital Investment Management
Michigan
$241K -$72.5K -330 -23%
PNAA
1640
Pictet North America Advisors
Switzerland
$241K -$1.19M -5,420 -83%
FWTB
1641
First Western Trust Bank
Colorado
$241K +$29.6K +135 +14%
FWI
1642
Facet Wealth Inc
Maryland
$240K -$43K -196 -16%
EWA
1643
Elevate Wealth Advisory
Georgia
$240K – – –
S
1644
Sunpointe
Missouri
$240K -$10.5K -48 -4%
PIM
1645
Penobscot Investment Management
Massachusetts
$239K +$8.13K +37 +3%
VR
1646
Valued Retirements
Texas
$239K – – –
RCM
1647
Raleigh Capital Management
North Carolina
$237K -$1.76K -8 -0.7%
BWM
1648
BKM Wealth Management
Wisconsin
$237K -$4.17K -19 -2%
SW
1649
Signify Wealth
Missouri
$237K +$238K +1,085 New
SGWM
1650
Sterling Group Wealth Management
California
$236K +$238K +1,084 New
64 65
66
67 68