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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1826
Stokes Family Office
Louisiana
$269K – – –
WF
1827
Womack Financial
Texas
$269K – – –
EWM
1828
Elmwood Wealth Management
California
$267K – – –
TI
1829
Trexquant Investment
Connecticut
$267K +$35.2K +142 +16%
SL
1830
Sentry LLC
Tennessee
$266K – – –
WFG
1831
Wills Financial Group
Virginia
$266K – – –
NCM
1832
Noesis Capital Mangement
Florida
$266K -$105K -425 -29%
OC
1833
Oarsman Capital
Wisconsin
$266K -$52.3K -211 -17%
OC
1834
Optima Capital
Oregon
$265K -$213K -860 -45%
TCBWMS
1835
Texas Capital Bank Wealth Management Services
Texas
$265K +$259K +1,043 New
SCA
1836
Southern Capital Advisors
Tennessee
$265K +$258K +1,042 New
TFA
1837
Tobias Financial Advisors
Florida
$264K -$25.5K -103 -9%
SRWM
1838
Shira Ridge Wealth Management
California
$264K +$47.1K +190 +22%
MNBTD
1839
Moody National Bank Trust Division
Texas
$263K – – –
HWA
1840
HCR Wealth Advisors
California
$263K -$496 -2 -0.2%
SWM
1841
Selective Wealth Management
Virginia
$263K +$744 +3 +0.3%
PHS
1842
Pekin Hardy Strauss
Illinois
$259K +$32.2K +130 +15%
PWM
1843
Partners Wealth Management
California
$258K -$66.7K -269 -21%
VWA
1844
VERITY Wealth Advisors
United States
$258K – – –
GEA
1845
Glen Eagle Advisors
New Jersey
$257K +$12.4K +50 +5%
CPL
1846
CAP Partners LLC
Tennessee
$255K -$992 -4 -0.4%
VHAM
1847
Van Hulzen Asset Management
California
$255K +$248 +1 +0.1%
HIC
1848
Holderness Investments Company
North Carolina
$255K – – –
OAS
1849
Optivise Advisory Services
Tennessee
$255K +$744 +3 +0.3%
LT
1850
Legacy Trust
Michigan
$255K +$6.2K +25 +3%
72 73
74
75 76