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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1701
Parkwoods Wealth Partners
New York
$542K +$512K +1,787 New
MBT
1702
Montecito Bank & Trust
California
$541K – – –
RZH
1703
Relyea Zuckerberg Hanson
Connecticut
$541K +$287 +1 +0.1%
SOAG
1704
Silver Oak Advisory Group
Oregon
$540K – – –
NWM
1705
Northwest Wealth Management
Iowa
$538K +$4.58K +16 +0.9%
SFS
1706
Strategic Financial Services
New York
$537K – – –
TWP
1707
Triad Wealth Partners
Kansas
$536K +$148K +517 +41%
SMA
1708
Seven Mile Advisory
New Jersey
$536K – – –
DC
1709
Dahring Cusmano
Michigan
$535K +$1.43K +5 +0.3%
TC
1710
Town Capital
Maryland
$535K +$2.01K +7 +0.4%
C
1711
Covestor
United Kingdom
$534K +$16.6K +58 +3%
DWA
1712
Douglass Winthrop Advisors
New York
$534K – – –
VA
1713
Veratis Advisors
North Carolina
$534K +$504K +1,760 New
LWM
1714
LJI Wealth Management
Indiana
$533K -$40.1K -140 -7%
CWM
1715
Chemistry Wealth Management
New York
$532K +$53.3K +186 +12%
TWM
1716
Tumwater Wealth Management
Idaho
$530K +$12.9K +45 +3%
HGWM
1717
Horst & Graben Wealth Management
Oregon
$529K +$287 +1 +0.1%
HHAA
1718
Henry H. Armstrong Associates
Pennsylvania
$529K – – –
MC
1719
Matters Capital
Florida
$527K +$48.7K +170 +11%
FFS
1720
Founders Financial Securities
Maryland
$527K -$5.73K -20 -1%
BIAS
1721
Beacon Investment Advisory Services
New Jersey
$525K – – –
UF
1722
Univest Financial
Pennsylvania
$525K +$3.44K +12 +0.7%
MC
1723
Middleton & Co
Massachusetts
$524K – – –
GC
1724
GatePass Capital
Ohio
$524K +$115K +400 +30%
PAS
1725
Parsonex Advisory Services
Colorado
$524K -$18.1K -63 -4%
67 68
69
70 71