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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
176
CreativeOne Wealth
Kansas
$15.2M +$1.44M +6,819 +11%
WCWM
177
Wooster Corthell Wealth Management
Connecticut
$15M +$554K +2,631 +4%
HWM
178
HB Wealth Management
Georgia
$15M +$2.47M +11,745 +20%
FFG
179
Frisch Financial Group
New York
$14.8M +$6.69M +31,781 +84%
MPW
180
MA Private Wealth
California
$14.8M -$2.9M -13,793 -17%
FA
181
Fiducient Advisors
Illinois
$14.7M +$86.1K +409 +0.6%
AWM
182
Altium Wealth Management
New York
$14.7M +$719K +3,416 +5%
EWM
183
Empirical Wealth Management
Washington
$14.7M -$156K -740 -1%
CW
184
Cabot-Wellington
Massachusetts
$14.7M -$319K -1,515 -2%
MECA
185
Miller Equity Capital Advisors
Texas
$14.6M +$6.32M +30,028 +78%
SMA
186
Sage Mountain Advisors
Georgia
$14.5M -$137K -649 -0.9%
PFA
187
Pure Financial Advisors
California
$14.4M +$4.29M +20,357 +43%
WFA
188
Wells Financial Advisors
Massachusetts
$14.3M +$161K +767 +1%
PA
189
Parallel Advisors
California
$14.2M -$716K -3,400 -5%
DIA
190
Davidson Investment Advisors
Montana
$14.2M +$2.51M +11,940 +22%
SCA
191
Scott Capital Advisors
Oregon
$14.2M +$6.51M +30,920 +86%
SA
192
SAM Advisors
California
$14M +$541K +2,569 +4%
IDA
193
Intelligence Driven Advisers
California
$13.9M -$10.3M -48,787 -42%
HWMG
194
Hurlow Wealth Management Group
Indiana
$13.8M +$1.47M +6,998 +12%
SAM
195
SP Asset Management
California
$13.5M +$1.54M +7,316 +13%
WIM
196
Warwick Investment Management
Texas
$13.5M +$4.53M +21,515 +51%
BA
197
Bristlecone Advisors
Washington
$13.5M -$45.3K -215 -0.3%
AI
198
Atria Investments
North Carolina
$13.3M +$2.21M +10,519 +20%
CB
199
Cadence Bank
Mississippi
$13.2M -$457K -2,169 -3%
BFPW
200
BOK Financial Private Wealth
Colorado
$13.2M -$575K -2,732 -4%
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