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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1651
Silvia McColl Wealth Management
California
$263K – – –
RWRC
1652
R.W. Roge & Company
New York
$263K – – –
BFA
1653
Buttonwood Financial Advisors
Maryland
$263K -$104K -456 -29%
CWM
1654
Campbell Wealth Management
Virginia
$262K +$251K +1,103 New
PNAA
1655
Pictet North America Advisors
Switzerland
$262K – – –
HR
1656
Howe & Rusling
New York
$262K +$29.1K +128 +13%
OC
1657
Oarsman Capital
Wisconsin
$262K +$35.4K +156 +16%
AA
1658
Apriem Advisors
California
$262K +$251K +1,103 New
AWM
1659
Austin Wealth Management
Texas
$261K – – –
AAM
1660
Aureus Asset Management
Massachusetts
$261K -$88.4K -389 -26%
TGAM
1661
TBH Global Asset Management
Tennessee
$261K +$250K +1,100 New
EWA
1662
Elevate Wealth Advisory
Georgia
$261K – – –
VR
1663
Valued Retirements
Texas
$260K – – –
BIP
1664
Blueprint Investment Partners
North Carolina
$260K -$11.1K -49 -4%
BWM
1665
BKM Wealth Management
Wisconsin
$258K – – –
NIWA
1666
New Insight Wealth Advisors
California
$258K +$247K +1,086 New
TFGT
1667
TS Financial Group (TSFG)
Illinois
$257K +$22K +97 +10%
PWM
1668
Partnership Wealth Management
Maryland
$257K -$89.3K -393 -27%
MIM
1669
Marco Investment Management
Georgia
$256K – – –
SL
1670
Sentry LLC
Tennessee
$256K – – –
MPW
1671
MGO Private Wealth
California
$256K -$767K -3,376 -76%
IPW
1672
Impact Partnership Wealth
Georgia
$255K +$22K +97 +10%
FFS
1673
Founders Financial Securities
Maryland
$254K -$261K -1,148 -52%
WI
1674
Wintrust Investments
Illinois
$253K -$2.33M -10,233 -91%
SP
1675
Stonebrook Private
Michigan
$253K +$682 +3 +0.3%
65 66
67
68 69