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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1776
Cloud Capital Management
Washington
$279K +$301K +1,259 New
P
1777
Pitcairn
Pennsylvania
$279K – – –
FAG
1778
Fortitude Advisory Group
Washington
$278K -$239K -999 -42%
GSC
1779
Ground Swell Capital
South Carolina
$277K +$299K +1,251 New
CCG
1780
Cypress Capital Group
Florida
$277K -$59.7K -250 -17%
EWM
1781
Elevatus Welath Management
New York
$277K -$767K -3,212 -72%
HA
1782
Herold Advisors
New York
$277K -$5.25K -22 -2%
CFO
1783
Callan Family Office
Pennsylvania
$277K – – –
RFN
1784
Redwood Financial Network
Ohio
$276K +$298K +1,246 New
FWMP
1785
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$276K -$7.64K -32 -3%
GWM
1786
GSB Wealth Management
Connecticut
$274K +$17.4K +73 +6%
PWM
1787
Partnership Wealth Management
Maryland
$273K +$478 +2 +0.2%
UB
1788
UMB Bank
Missouri
$273K -$369K -1,547 -56%
RWM
1789
Raffa Wealth Management
District of Columbia
$273K +$1.19K +5 +0.4%
AP
1790
Aspect Partners
Virginia
$272K – – –
HFS
1791
Howard Financial Services
Texas
$272K +$478 +2 +0.2%
OWA
1792
Opal Wealth Advisors
New York
$271K -$36.8K -154 -11%
PFA
1793
Portland Financial Advisors
New York
$270K – – –
KIM
1794
Kestra Investment Management
Texas
$269K +$56.8K +238 +24%
MA
1795
MBA Advisors
Pennsylvania
$267K – – –
IPA
1796
Investment Planning Advisors
Georgia
$267K +$26.3K +110 +10%
PRS
1797
Pinkerton Retirement Specialists
Idaho
$266K +$287K +1,200 New
ATC
1798
Adirondack Trust Company
New York
$266K +$65.9K +276 +30%
PPW
1799
Pasadena Private Wealth
California
$264K -$151K -631 -35%
MSAM
1800
Moloney Securities Asset Management
Missouri
$264K +$21.3K +89 +8%
70 71
72
73 74