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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
301
Baker Boyer National Bank
Washington
$243K – – –
F
302
Filament
Washington
$242K -$47.2K -426 -17%
BC
303
Bartlett & Co
Ohio
$242K – – –
GF
304
Goodman Financial
Texas
$239K +$2K +18 +0.9%
AWA
305
AmeriServ Wealth Advisors
Pennsylvania
$232K -$266K -2,400 -54%
TSWM
306
Triangle Securities Wealth Management
North Carolina
$227K +$25.5K +230 +10%
EB
307
Eastern Bank
Massachusetts
$226K -$18.5K -167 -8%
GF
308
Gerstein Fisher
New York
$226K +$222K +2,000 New
SPIA
309
Strategic Point Investment Advisors
Rhode Island
$225K +$26.6K +240 +14%
WA
310
Winfield Associates
Ohio
$218K -$6.54K -59 -3%
BFM
311
Boston Financial Management
Massachusetts
$217K -$6.09K -55 -3%
LWCFA
312
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K +$41.6K +375 +24%
AMIM
313
Aull & Monroe Investment Management
Alabama
$208K -$5.54K -50 -3%
3AM
314
3D Asset Management
Connecticut
$206K +$202K +1,824 New
GAM
315
Gemmer Asset Management
California
$205K +$201K +1,818 New
PAM
316
Princeton Alpha Management
New Jersey
$203K +$199K +1,795 New
SFA
317
Sequoia Financial Advisors
Ohio
$202K -$12.4K -112 -6%
MPAM
318
Murphy Pohlad Asset Management
Minnesota
$202K +$198K +1,790 New
CFS
319
Community Financial System
New York
$198K -$11.1K -100 -5%
PO
320
Private Ocean
California
$194K – – –
LWA
321
Lenox Wealth Advisors
New York
$165K +$160K +1,446 New
FHA
322
First Horizon Advisors
Tennessee
$162K +$3.88K +35 +2%
PMFA
323
Plante Moran Financial Advisors
Michigan
$147K +$35.7K +322 +33%
PAS
324
Partnervest Advisory Services
California
$141K +$38.9K +351 +39%
DBT
325
Dubuque Bank & Trust
Iowa
$136K +$133K +1,200 New
11 12
13
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