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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
276
Boston Family Office
Massachusetts
$502K – – –
BAAM
277
Baker Avenue Asset Management
California
$499K – – –
MG
278
McCutchen Group
Washington
$498K +$6.72K +59 +1%
SC
279
SouthState Corp
Florida
$497K +$36.4K +320 +8%
CWM
280
Concert Wealth Management
California
$489K -$370K -3,247 -44%
EWM
281
Endurance Wealth Management
Rhode Island
$489K – – –
SWA
282
SFMG Wealth Advisors
Texas
$482K – – –
ASN
283
Advisory Services Network
Georgia
$477K +$33K +290 +7%
DWT
284
Dorsey & Whitney Trust
South Dakota
$476K – – –
SSB
285
Sandy Spring Bank
Maryland
$469K -$10.7K -94 -2%
SIC
286
Sigma Investment Counselors
Michigan
$464K – – –
LA
287
LVW Advisors
New York
$461K +$450K +3,952 New
FPTW
288
Franklin, Parlapiano, Turner & Welch
Texas
$447K – – –
LDB
289
Lee, Danner & Bass
Tennessee
$446K +$11.3K +99 +3%
BCM
290
Brookstone Capital Management
Illinois
$436K -$36K -316 -8%
LYV
291
Live Your Vision
Pennsylvania
$436K +$433K +3,804 New
PCTC
292
Perkins Coie Trust Company
Washington
$433K – – –
DC
293
Davenport & Co
Virginia
$432K +$63.6K +559 +18%
BKA
294
Brick & Kyle Associates
Pennsylvania
$417K +$407K +3,576 New
CFC
295
Coyle Financial Counsel
Illinois
$414K +$5.35K +47 +1%
BWP
296
BSW Wealth Partners
Colorado
$413K -$3.3K -29 -0.8%
GJIC
297
Gamble Jones Investment Counsel
California
$407K +$114 +1 +0%
HK
298
Horizon Kinetics
New York
$407K +$397K +3,486 New
SIA
299
Stancorp Investment Advisers
Oregon
$402K +$392K +3,446 New
CAM
300
Columbia Asset Management
Michigan
$401K -$212K -1,859 -35%
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