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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1901
AF Advisors
California
$225K – – –
FWM
1902
Fairhaven Wealth Management
Illinois
$224K -$2.46K -10 -1%
EA
1903
Enclave Advisors
Texas
$223K +$229K +930 New
BMO
1904
Beck Mack & Oliver
New York
$223K -$49.2K -200 -18%
MA
1905
MCF Advisors
Kentucky
$223K +$28.1K +114 +14%
BFO
1906
Boston Family Office
Massachusetts
$223K +$228K +927 New
PFG
1907
Prospect Financial Group
Virginia
$223K +$228K +927 New
CBT
1908
Central Bank & Trust
Kentucky
$222K – – –
SP
1909
Stonebrook Private
Michigan
$222K -$34.9K -142 -13%
JEST
1910
JTC Employer Solutions Trustee
Jersey
$222K – – –
OBWP
1911
O'Brien Wealth Partners
Massachusetts
$222K -$28.5K -116 -11%
AC
1912
Anson Capital
Georgia
$222K +$227K +923 New
CW
1913
Channel Wealth
California
$222K +$227K +922 New
ATC
1914
Adirondack Trust Company
New York
$222K +$83.2K +338 +58%
NCM
1915
Northwest Capital Management
Oregon
$220K -$59.1K -240 -21%
NRWA
1916
North Ridge Wealth Advisors
Oregon
$220K – – –
CSC
1917
Caldwell Sutter Capital
California
$220K -$2.46K -10 -1%
CCWM
1918
Correct Capital Wealth Management
Missouri
$219K – – –
MPW
1919
MGO Private Wealth
California
$219K -$40.8K -166 -15%
PCM
1920
Pennsylvania Capital Management
Pennsylvania
$219K -$128K -520 -36%
FFA
1921
First Foundation Advisors
California
$218K – – –
RW
1922
Regimen Wealth
Georgia
$218K +$1.48K +6 +0.7%
RCS
1923
Retirement Capital Strategies
California
$218K – – –
PHWM
1924
Pine Harbor Wealth Management
Maryland
$218K -$2.95K -12 -1%
BCA
1925
Bay Capital Advisors
Virginia
$217K +$223K +905 New
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77
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