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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
351
Signature Estate & Investment Advisors
California
$844K +$29.9K +223 +4%
GC
352
Gibson Capital
Pennsylvania
$826K – – –
FTIOP
353
Fiduciary Trust International of Pennsylvania
Pennsylvania
$822K +$123K +920 +18%
SFSG
354
Stearns Financial Services Group
North Carolina
$821K -$22.8K -170 -3%
LCM
355
Lucas Capital Management
New Jersey
$820K +$43.8K +327 +6%
CCA
356
Cobblestone Capital Advisors
New York
$807K – – –
FCH
357
Freestone Capital Holdings
Washington
$798K +$789K +5,888 New
PTC
358
Private Trust Company
Ohio
$796K +$45.8K +342 +6%
SFG
359
StrategIQ Financial Group
Indiana
$791K +$55.2K +412 +8%
WEC
360
Winslow Evans & Crocker
Massachusetts
$790K +$37.8K +282 +5%
DC
361
Davenport & Co
Virginia
$787K +$52.4K +391 +7%
AT
362
Arden Trust
Delaware
$780K -$104K -775 -12%
ACP
363
Aveo Capital Partners
Colorado
$774K +$6.83K +51 +0.9%
GF
364
Goodman Financial
Texas
$766K +$38.9K +290 +5%
MCP
365
Mirador Capital Partners
California
$766K +$753K +5,621 New
JCM
366
Jag Capital Management
Missouri
$758K – – –
HWM
367
Highwater Wealth Management
Colorado
$758K +$364K +2,718 +95%
NFG
368
NewFocus Financial Group
Washington
$756K -$16.2K -121 -2%
NFG
369
Next Financial Group
Texas
$755K +$194K +1,448 +35%
ACM
370
Advisors Capital Management
New Jersey
$747K -$67K -500 -8%
CL
371
CPWM LLC
Washington
$741K +$29.6K +221 +4%
OA
372
Oxbow Advisors
Texas
$739K – – –
SPWA
373
SteelBridge Private Wealth Advisors
Florida
$739K +$730K +5,450 New
CAAS
374
Capital Asset Advisory Services
Michigan
$738K -$455K -3,395 -38%
LDB
375
Lee, Danner & Bass
Tennessee
$738K -$8.04K -60 -1%
13 14
15
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