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Vanguard S&P Small-Cap 600 ETF
VIOO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
226
City State Bank
Iowa
$18K – – –
SC
227
Sawyer & Company
Massachusetts
$17K – – –
AFS
228
Annapolis Financial Services
Maryland
$15.4K -$11.5K -126 -42%
BAM
229
Bellevue Asset Management
Washington
$13.3K – – –
SSB
230
Sandy Spring Bank
Maryland
$10.8K – – –
PTC
231
Private Trust Company
Ohio
$10.5K +$10.8K +118 New
CT
232
Cambridge Trust
Massachusetts
$10.1K – – –
FSWA
233
Financial Synergies Wealth Advisors
Texas
$9.79K – – –
SIS
234
Strategic Investment Solutions
Illinois
$9.06K +$9.34K +102 New
NFSG
235
Newbridge Financial Services Group
Florida
$5.86K -$6.04K -66 -50%
AIM
236
Anchor Investment Management
South Carolina
$5.73K – – –
GG
237
Gleason Group
Kentucky
$5.42K -$92 -1 -2%
PPWM
238
PFG Private Wealth Management
Florida
$5.33K +$5.5K +60 New
CA
239
Clearstead Advisors
Ohio
$5.24K +$5.4K +59 New
C
240
Covestor
United Kingdom
$5K +$92 +1 +2%
AWM
241
Abound Wealth Management
Tennessee
$4.33K -$92 -1 -2%
NA
242
NewEdge Advisors
Louisiana
$4.26K -$140K -1,526 -97%
ADL
243
Asset Dedication LLC
California
$4K – – –
IFAM
244
Institutional & Family Asset Management
Colorado
$3.91K – – –
KFI
245
Key Financial Inc
Pennsylvania
$3.91K – – –
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K +$1.83K +20 New
ACA
247
Atlas Capital Advisors
Wyoming
$1.06K – – –
RWM
248
Raffa Wealth Management
District of Columbia
$225 -$92 -1 -25%
CIAS
249
CBIZ Investment Advisory Services
Ohio
– -$3.09M -35,636 Closed
WEG
250
World Equity Group
Illinois
– -$345K -3,986 Closed
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