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Vanguard S&P Small-Cap 600 ETF
VIOO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$2.62M +$2.62M +23,572 New
FAB
77
First American Bank
Illinois
$2.6M -$68.5K -616 -3%
BWM
78
Base Wealth Management
Florida
$2.47M +$150K +1,349 +6%
VP
79
Verum Partners
North Carolina
$2.46M -$32.3K -290 -1%
EL
80
EQ LLC
Washington
$2.41M -$7.34K -66 -0.3%
SWM
81
Silverlake Wealth Management
Vermont
$2.37M +$474K +4,264 +25%
PA
82
PFG Advisors
Arizona
$2.37M -$186K -1,673 -7%
CAAS
83
Capital Asset Advisory Services
Michigan
$2.34M +$65.4K +588 +3%
KAS
84
Kestra Advisory Services
Texas
$2.28M +$982K +8,829 +76%
PGFC
85
Peapack-Gladstone Financial Corp
New Jersey
$2.19M +$175K +1,575 +9%
VFS
86
Valpey Financial Services
New Hampshire
$2.1M +$4.67K +42 +0.2%
TSW
87
Thompson Siegel & Walmsley
Virginia
$2.01M – – –
CFS
88
CRA Financial Services
New Jersey
$1.87M +$556 +5 +0%
SOAG
89
Silver Oak Advisory Group
Oregon
$1.87M +$2.89K +26 +0.2%
GIA
90
Gateway Investment Advisers
Ohio
$1.78M – – –
NW
91
NewEdge Wealth
Pennsylvania
$1.78M – – –
WFAG
92
Wescott Financial Advisory Group
Pennsylvania
$1.73M +$22K +198 +1%
SPIA
93
Steward Partners Investment Advisory
New York
$1.71M +$49.7K +447 +3%
MGWM
94
Marks Group Wealth Management
Minnesota
$1.69M -$242K -2,180 -13%
TNA
95
True North Advisors
Texas
$1.68M +$1.68M +15,149 New
CA
96
Clearstead Advisors
Ohio
$1.65M +$173K +1,559 +12%
BCG
97
Breakwater Capital Group
New Jersey
$1.64M +$38.9K +350 +2%
SAM
98
Silvercrest Asset Management
New York
$1.61M -$1.41M -12,711 -47%
PFA
99
Presper Financial Architects
Ohio
$1.52M +$111 +1 +0%
CT
100
Coastline Trust
Rhode Island
$1.5M -$41.3K -371 -3%
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