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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
176
Berkshire Asset Management
Pennsylvania
$16.5M +$70.9K +312 +0.4%
PW
177
Peninsula Wealth
California
$16.2M +$1.77M +7,781 +12%
CW
178
Cabot-Wellington
Massachusetts
$15.9M -$526K -2,316 -3%
EPM
179
Elm Partners Management
Pennsylvania
$15.8M -$1.7M -7,498 -10%
EWM
180
Empirical Wealth Management
Washington
$15.8M +$2.04M +8,980 +15%
PA
181
Parallel Advisors
California
$15.7M +$298K +1,310 +2%
FA
182
Fiducient Advisors
Illinois
$15.6M -$182K -801 -1%
SMA
183
Sage Mountain Advisors
Georgia
$15.5M -$182K -799 -1%
WCWM
184
Wooster Corthell Wealth Management
Connecticut
$15.4M +$379K +1,670 +3%
CAI
185
Capital Advisors Inc
Oklahoma
$15.3M +$257K +1,130 +2%
WFA
186
Wells Financial Advisors
Massachusetts
$15M +$4.73M +20,828 +46%
PPFA
187
Provida Pension Fund Administrator
Chile
$15M +$7.58M +33,359 +100%
AWM
188
Altium Wealth Management
New York
$14.9M +$231K +1,016 +2%
BFPW
189
BOK Financial Private Wealth
Colorado
$14.7M +$398K +1,753 +3%
CW
190
CreativeOne Wealth
Kansas
$14.7M +$14.7M +64,850 New
CB
191
Cadence Bank
Mississippi
$14.6M +$1.1M +4,828 +8%
DADC
192
D.A. Davidson & Co
Montana
$14.5M +$3.76M +16,526 +35%
BCM
193
Brookstone Capital Management
Illinois
$14.4M +$1.6M +7,055 +12%
BA
194
Bristlecone Advisors
Washington
$14.4M -$49.1K -216 -0.3%
CPIG
195
Chicago Partners Investment Group
Illinois
$14.1M +$1.33M +5,856 +9%
MFGP
196
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14M +$230K +1,013 +2%
CWAG
197
Compton Wealth Advisory Group
Virginia
$13.9M +$811K +3,569 +6%
SA
198
SAM Advisors
California
$13.8M -$530K -2,334 -4%
BPA
199
Beacon Pointe Advisors
California
$13.7M -$217K -955 -2%
HNB
200
Huntington National Bank
Ohio
$13.7M -$10.8M -47,319 Closed
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