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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2151
Harbour Capital Advisors
Virginia
$205K +$195K +721 New
PIA
2152
Pinion Investment Advisors
Kansas
$204K -$17K -63 -7%
RPSA
2153
Richard P. Slaughter Associates
Texas
$204K – – –
PW
2154
PUREfi Wealth
Massachusetts
$203K +$210K +775 New
DLCIG
2155
D.L. Carlson Investment Group
New Hampshire
$203K +$209K +774 New
BWA
2156
Basecamp Wealth Advisors
Washington
$202K – – –
APW
2157
Alliance Private Wealth
Massachusetts
$202K -$37.6K -139 -15%
WDL
2158
Well Done LLC
Michigan
$201K -$14.9K -55 -7%
QP
2159
Quartz Partners
New York
$201K +$208K +769 New
IFWM
2160
Institute for Wealth Management
Colorado
$201K -$3.79K -14 -2%
DP
2161
Dearborn Partners
Illinois
$201K +$207K +766 New
LFGO
2162
Legacy Financial Group (Oklahoma)
Oklahoma
$201K -$14.1K -52 -6%
JMFC
2163
J.M. Forbes & Co
Massachusetts
$200K +$207K +765 New
TIAAOA
2164
Teachers Insurance & Annuity Association of America
New York
$199K – – –
BIM
2165
Breakwater Investment Management
Washington
$199K – – –
SVCP
2166
Silicon Valley Capital Partners
California
$196K +$812 +3 +0.4%
SCC
2167
Seal Cove Capital
California
$196K – – –
S
2168
Sachetta
Massachusetts
$188K -$5.14K -19 -3%
RCM
2169
Raleigh Capital Management
North Carolina
$187K +$19.8K +73 +11%
SIM
2170
Synergy Investment Management
Florida
$178K +$183K +678 New
W
2171
WealthCollab
Washington
$175K – – –
MLA
2172
MB, Levis & Associates
Pennsylvania
$174K +$75K +277 +71%
PCTC
2173
Perkins Coie Trust Company
Washington
$174K – – –
LCOV
2174
London Company of Virginia
Virginia
$174K -$166K -612 -48%
TWC
2175
TD Waterhouse Canada
Ontario, Canada
$173K -$482K -1,781 -73%
85 86
87
88 89