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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2151
Basecamp Wealth Advisors
Washington
$202K – – –
APW
2152
Alliance Private Wealth
Massachusetts
$202K -$37.6K -139 -15%
WDL
2153
Well Done LLC
Michigan
$201K -$14.9K -55 -7%
QP
2154
Quartz Partners
New York
$201K +$208K +769 New
IFWM
2155
Institute for Wealth Management
Colorado
$201K -$3.79K -14 -2%
DP
2156
Dearborn Partners
Illinois
$201K +$207K +766 New
LFGO
2157
Legacy Financial Group (Oklahoma)
Oklahoma
$201K -$14.1K -52 -6%
JMFC
2158
J.M. Forbes & Co
Massachusetts
$200K +$207K +765 New
TIAAOA
2159
Teachers Insurance & Annuity Association of America
New York
$199K – – –
BIM
2160
Breakwater Investment Management
Washington
$199K – – –
SVCP
2161
Silicon Valley Capital Partners
California
$196K +$812 +3 +0.4%
SCC
2162
Seal Cove Capital
California
$196K – – –
S
2163
Sachetta
Massachusetts
$188K -$5.14K -19 -3%
RCM
2164
Raleigh Capital Management
North Carolina
$187K +$19.8K +73 +11%
SIM
2165
Synergy Investment Management
Florida
$178K +$183K +678 New
W
2166
WealthCollab
Washington
$175K – – –
MLA
2167
MB, Levis & Associates
Pennsylvania
$174K +$75K +277 +71%
PCTC
2168
Perkins Coie Trust Company
Washington
$174K – – –
LCOV
2169
London Company of Virginia
Virginia
$174K -$166K -612 -48%
TWC
2170
TD Waterhouse Canada
Ontario, Canada
$173K -$482K -1,781 -73%
TFGT
2171
TS Financial Group (TSFG)
Illinois
$173K +$15.2K +56 +9%
VWM
2172
Vermillion Wealth Management
Minnesota
$170K +$541 +2 +0.3%
OL
2173
one8zero8 LLC
North Carolina
$168K -$1.89K -7 -1%
CFO
2174
CVA Family Office
Colorado
$167K +$271 +1 +0.2%
AFC
2175
Ares Financial Consulting
California
$166K – – –
85 86
87
88 89