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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
1926
Hidden Cove Wealth Management
Washington
$296K – – –
SC
1927
Soundwatch Capital
Connecticut
$296K +$294K +1,148 New
IAS
1928
IMA Advisory Services
Colorado
$296K +$2.56K +10 +0.9%
BWL
1929
Bogart Wealth LLC
Virginia
$295K -$36.1K -141 -11%
FA
1930
Fedenia Advisers
Wisconsin
$294K – – –
HHGA
1931
Halbert Hargrove Global Advisors
California
$292K – – –
ITIM
1932
Indiana Trust & Investment Management
Indiana
$291K -$10.2K -40 -3%
NCM
1933
Noesis Capital Mangement
Florida
$290K +$20.8K +81 +8%
NWM
1934
Northcape Wealth Management
New York
$290K +$769 +3 +0.3%
B
1935
Bensler
Washington
$289K -$1.54K -6 -0.5%
SCI
1936
Silver Coast Investments
United States
$288K -$14.6K -57 -5%
SMWM
1937
Silvia McColl Wealth Management
California
$286K – – –
BFA
1938
Buttonwood Financial Advisors
Maryland
$286K -$3.59K -14 -1%
SW
1939
SlateStone Wealth
Florida
$286K – – –
OPW
1940
Osprey Private Wealth
New York
$286K +$64K +250 +29%
AWP
1941
Accretive Wealth Partners
New Jersey
$286K +$284K +1,107 New
AT
1942
Avalon Trust
New Mexico
$284K – – –
SWA
1943
Serenus Wealth Advisors
California
$284K – – –
FTC
1944
Farmers Trust Company
Ohio
$282K – – –
MCC
1945
Money Concepts Capital
Florida
$282K +$25.6K +100 +10%
OC
1946
Oarsman Capital
Wisconsin
$281K +$11.8K +46 +4%
GIA
1947
Gateway Investment Advisers
Ohio
$281K +$279K +1,088 New
CA
1948
Cornerstone Advisory
Maryland
$280K – – –
TCBWMS
1949
Texas Capital Bank Wealth Management Services
Texas
$280K +$10.8K +42 +4%
SFC
1950
Strategic Financial Concepts
Texas
$279K -$730K -2,851 -73%
76 77
78
79 80