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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2126
Valley National Advisers
Pennsylvania
$249K -$236K -823 -50%
SFO
2127
Stokes Family Office
Louisiana
$247K -$94.6K -330 -29%
AIM
2128
Alhambra Investment Management
Florida
$247K -$6.59K -23 -3%
HWMT
2129
Heritage Wealth Management (Texas)
Texas
$247K – – –
WA
2130
Waddell & Associates
Tennessee
$247K +$233K +814 New
MWM
2131
MinichMacGregor Wealth Management
New York
$246K – – –
NPAN
2132
Northeast Planning Associates NH
New Hampshire
$246K +$287 +1 +0.1%
SRWM
2133
Shira Ridge Wealth Management
California
$244K +$1.43K +5 +0.6%
PFS
2134
Paller Financial Services
Colorado
$244K – – –
YIA
2135
YHB Investment Advisors
Connecticut
$243K -$5.73K -20 -2%
SMBT
2136
Southern Michigan Bank & Trust
Michigan
$243K – – –
AMCA
2137
Arthur M. Cohen & Associates
Illinois
$242K – – –
TWA
2138
Trace Wealth Advisors
California
$242K – – –
PPW
2139
Pasadena Private Wealth
California
$242K +$573 +2 +0.3%
PIA
2140
Pinion Investment Advisors
Kansas
$242K +$6.02K +21 +3%
DFA
2141
DHJJ Financial Advisors
Illinois
$242K -$6.88K -24 -3%
PHS
2142
Pekin Hardy Strauss
Illinois
$242K – – –
CWRP
2143
Cassady Wealth & Retirement Planning
Nevada
$241K – – –
TBNY
2144
Trustco Bank (New York)
New York
$241K – – –
BSI
2145
Bennett Selby Investments
Maine
$241K +$573 +2 +0.3%
S
2146
Sunpointe
Missouri
$240K +$227K +793 New
RWM
2147
RKL Wealth Management
Pennsylvania
$239K +$226K +787 New
PGWM
2148
Pitti Group Wealth Management
New York
$238K -$287 -1 -0.1%
MWA
2149
Monograph Wealth Advisors
California
$238K – – –
OFG
2150
Omega Financial Group
California
$238K +$573 +2 +0.3%
84 85
86
87 88