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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1926
Channel Wealth
California
$201K -$3.58K -15 -2%
RCS
1927
Retirement Capital Strategies
California
$201K – – –
CPCM
1928
Cardinal Point Capital Management
Ontario, Canada
$201K +$217K +907 New
BFO
1929
Boston Family Office
Massachusetts
$201K -$5.01K -21 -2%
AIM
1930
Alhambra Investment Management
Florida
$200K -$9.31K -39 -4%
TCM
1931
Twin Capital Management
Pennsylvania
$200K +$239 +1 +0.1%
AFA
1932
Antonelli Financial Advisors
Michigan
$200K -$185K -775 -46%
CBT
1933
Central Bank & Trust
Kentucky
$200K -$5.49K -23 -2%
CFS
1934
CGC Financial Services
Oregon
$190K – – –
OL
1935
one8zero8 LLC
North Carolina
$190K +$36.8K +154 +22%
RWPA
1936
Richard W. Paul & Associates
Michigan
$189K -$8.84K -37 -4%
VC
1937
Vestor Capital
Illinois
$186K -$239 -1 -0.1%
SAM
1938
Smartleaf Asset Management
Massachusetts
$186K +$38.7K +162 +24%
TCPW
1939
Twin City Private Wealth
North Carolina
$186K +$5.49K +23 +3%
RCM
1940
Raleigh Capital Management
North Carolina
$185K -$11.2K -47 -5%
NWMP
1941
Noble Wealth Management PBC
Colorado
$181K +$52.1K +218 +36%
TIAAOA
1942
Teachers Insurance & Annuity Association of America
New York
$180K – – –
EPIME
1943
Evelyn Partners Investment Management (Europe)
$177K – – –
SVCP
1944
Silicon Valley Capital Partners
California
$163K – – –
PWAM
1945
Private Wealth Asset Management
Iowa
$161K +$173K +725 New
FCG
1946
Financial Connections Group
California
$158K +$108K +451 +166%
FPF
1947
First Pacific Financial
Washington
$157K +$716 +3 +0.4%
1NWS
1948
1 North Wealth Services
Maryland
$151K +$163K +683 New
PCTC
1949
Perkins Coie Trust Company
Washington
$147K – – –
SIS
1950
Sound Income Strategies
Florida
$144K +$4.78K +20 +3%
76 77
78
79 80