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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
1651
Sentinel Pension Advisors
Massachusetts
$264K +$8.41K +37 +3%
SMWM
1652
Silvia McColl Wealth Management
California
$263K – – –
RWRC
1653
R.W. Roge & Company
New York
$263K – – –
BFA
1654
Buttonwood Financial Advisors
Maryland
$263K -$104K -456 -29%
CWM
1655
Campbell Wealth Management
Virginia
$262K +$251K +1,103 New
PNAA
1656
Pictet North America Advisors
Switzerland
$262K – – –
HR
1657
Howe & Rusling
New York
$262K +$29.1K +128 +13%
OC
1658
Oarsman Capital
Wisconsin
$262K +$35.4K +156 +16%
AA
1659
Apriem Advisors
California
$262K +$251K +1,103 New
AWM
1660
Austin Wealth Management
Texas
$261K – – –
AAM
1661
Aureus Asset Management
Massachusetts
$261K -$88.4K -389 -26%
TGAM
1662
TBH Global Asset Management
Tennessee
$261K +$250K +1,100 New
EWA
1663
Elevate Wealth Advisory
Georgia
$261K – – –
VR
1664
Valued Retirements
Texas
$260K – – –
BIP
1665
Blueprint Investment Partners
North Carolina
$260K -$11.1K -49 -4%
BWM
1666
BKM Wealth Management
Wisconsin
$258K – – –
NIWA
1667
New Insight Wealth Advisors
California
$258K +$247K +1,086 New
TFGT
1668
TS Financial Group (TSFG)
Illinois
$257K +$22K +97 +10%
PWM
1669
Partnership Wealth Management
Maryland
$257K -$89.3K -393 -27%
MIM
1670
Marco Investment Management
Georgia
$256K – – –
SL
1671
Sentry LLC
Tennessee
$256K – – –
MPW
1672
MGO Private Wealth
California
$256K -$767K -3,376 -76%
IPW
1673
Impact Partnership Wealth
Georgia
$255K +$22K +97 +10%
FFS
1674
Founders Financial Securities
Maryland
$254K -$261K -1,148 -52%
WI
1675
Wintrust Investments
Illinois
$253K -$2.33M -10,233 -91%
65 66
67
68 69