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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
2101
Key Client Fiduciary Advisors
New Jersey
$254K +$11.8K +41 +5%
CWWM
2102
Clear Wave Wealth Management
New Jersey
$254K +$2.01K +7 +0.8%
PCP
2103
Proficio Capital Partners
Massachusetts
$253K – – –
FWTB
2104
First Western Trust Bank
Colorado
$252K – – –
DP
2105
DDD Partners
Washington
$252K +$287 +1 +0.1%
IWM
2106
Integris Wealth Management
California
$252K – – –
BMO
2107
Beck Mack & Oliver
New York
$252K – – –
MFF
2108
Michels Family Financial
Texas
$251K +$287 +1 +0.1%
ECA
2109
Elevate Capital Advisors
Colorado
$251K +$238K +829 New
CBT
2110
Central Bank & Trust
Kentucky
$251K – – –
TF
2111
Trek Financial
Arizona
$249K -$5.73K -20 -2%
VNA
2112
Valley National Advisers
Pennsylvania
$249K -$236K -823 -50%
SFO
2113
Stokes Family Office
Louisiana
$247K -$94.6K -330 -29%
AIM
2114
Alhambra Investment Management
Florida
$247K -$6.59K -23 -3%
HWMT
2115
Heritage Wealth Management (Texas)
Texas
$247K – – –
WA
2116
Waddell & Associates
Tennessee
$247K +$233K +814 New
MWM
2117
MinichMacGregor Wealth Management
New York
$246K – – –
NPAN
2118
Northeast Planning Associates NH
New Hampshire
$246K +$287 +1 +0.1%
SRWM
2119
Shira Ridge Wealth Management
California
$244K +$1.43K +5 +0.6%
PFS
2120
Paller Financial Services
Colorado
$244K – – –
YIA
2121
YHB Investment Advisors
Connecticut
$243K -$5.73K -20 -2%
SMBT
2122
Southern Michigan Bank & Trust
Michigan
$243K – – –
AMCA
2123
Arthur M. Cohen & Associates
Illinois
$242K – – –
TWA
2124
Trace Wealth Advisors
California
$242K – – –
PPW
2125
Pasadena Private Wealth
California
$242K +$573 +2 +0.3%
83 84
85
86 87