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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SMBT
2126
Southern Michigan Bank & Trust
Michigan
$210K +$217K +802 New
SRWM
2127
Shira Ridge Wealth Management
California
$210K +$2.71K +10 +1%
EPIME
2128
Evelyn Partners Investment Management (Europe)
$210K – – –
TWA
2129
Trace Wealth Advisors
California
$210K – – –
PGAM
2130
Princeton Global Asset Management
New Jersey
$209K +$541 +2 +0.3%
PPW
2131
Pasadena Private Wealth
California
$209K -$40.1K -148 -16%
KCFA
2132
Key Client Fiduciary Advisors
New Jersey
$209K +$216K +798 New
PHS
2133
Pekin Hardy Strauss
Illinois
$209K – – –
TBNY
2134
Trustco Bank (New York)
New York
$208K – – –
AWM
2135
Accurate Wealth Management
Florida
$208K +$207K +764 New
BSI
2136
Bennett Selby Investments
Maine
$207K +$812 +3 +0.4%
PGWM
2137
Pitti Group Wealth Management
New York
$206K – – –
MWA
2138
Monograph Wealth Advisors
California
$206K – – –
DA
2139
Drake & Associates
Wisconsin
$206K -$251K -929 -54%
TA
2140
TKG Advisors
Indiana
$206K -$1.89K -7 -0.9%
EA
2141
Enclave Advisors
Texas
$205K +$812 +3 +0.4%
MWM
2142
MOR Wealth Management
Pennsylvania
$205K – – –
OFG
2143
Omega Financial Group
California
$205K +$541 +2 +0.3%
HBT
2144
Heartland Bank & Trust
Illinois
$205K +$212K +783 New
VCM
2145
Versant Capital Management
Arizona
$205K – – –
HCA
2146
Harbour Capital Advisors
Virginia
$205K +$195K +721 New
PIA
2147
Pinion Investment Advisors
Kansas
$204K -$17K -63 -7%
RPSA
2148
Richard P. Slaughter Associates
Texas
$204K – – –
PW
2149
PUREfi Wealth
Massachusetts
$203K +$210K +775 New
DLCIG
2150
D.L. Carlson Investment Group
New Hampshire
$203K +$209K +774 New
84 85
86
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