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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1801
PUREfi Wealth
Massachusetts
$282K +$289K +1,175 New
EFP
1802
EnRich Financial Partners
Wisconsin
$281K -$5.17K -21 -2%
ITIM
1803
Indiana Trust & Investment Management
Indiana
$281K -$29.5K -120 -9%
CWM
1804
Campbell Wealth Management
Virginia
$281K +$16K +65 +6%
MAA
1805
Matrix Asset Advisors
New York
$281K +$246 +1 +0.1%
AMIM
1806
Aull & Monroe Investment Management
Alabama
$281K – – –
CCM
1807
Copeland Capital Management
Pennsylvania
$280K +$287K +1,167 New
GWM
1808
GSB Wealth Management
Connecticut
$280K +$246 +1 +0.1%
WSWA
1809
Warren Street Wealth Advisors
California
$279K -$54.4K -221 -16%
XT
1810
XTX Topco
Cayman Islands
$279K +$285K +1,160 New
YIA
1811
YHB Investment Advisors
Connecticut
$278K -$165K -669 -37%
MFF
1812
Michels Family Financial
Texas
$278K +$284K +1,156 New
SIA
1813
Sit Investment Associates
Minnesota
$277K – – –
GEA
1814
Glen Eagle Advisors
New Jersey
$277K – – –
PNAA
1815
Pictet North America Advisors
Switzerland
$276K +$11.1K +45 +4%
DFA
1816
DHJJ Financial Advisors
Illinois
$276K -$1.97K -8 -0.7%
OC
1817
Oarsman Capital
Wisconsin
$275K +$9.84K +40 +4%
ATC
1818
Advantage Trust Company
Kansas
$274K -$2.46K -10 -0.9%
SVWG
1819
Shared Vision Wealth Group
United States
$274K – – –
SPA
1820
Sentinel Pension Advisors
Massachusetts
$274K +$6.15K +25 +2%
AWM
1821
Austin Wealth Management
Texas
$273K -$4.18K -17 -2%
SIM
1822
Sims Investment Management
Ohio
$273K +$279K +1,135 New
SIG
1823
Stonegate Investment Group
Alabama
$270K – – –
TGAM
1824
TBH Global Asset Management
Tennessee
$270K +$5.66K +23 +2%
DIP
1825
Davis Investment Partners
North Carolina
$270K +$738 +3 +0.3%
71 72
73
74 75