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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
376
Lenox Wealth Advisors
New York
$169K – – –
PMFA
377
Plante Moran Financial Advisors
Michigan
$152K +$569 +5 +0.4%
OIA
378
Optimum Investment Advisors
Illinois
$140K +$11.7K +103 +9%
CTC
379
Central Trust Company
Missouri
$138K +$22K +193 +19%
PFSC
380
Peoples Financial Services Corp
Pennsylvania
$125K +$2.62K +23 +2%
UFA
381
US Financial Advisors
Massachusetts
$124K +$121K +1,066 New
FFC
382
First Financial Corp
Indiana
$111K +$21.1K +185 +24%
CMO
383
Covenant Multifamily Offices
Texas
$99K – – –
BRWM
384
B. Riley Wealth Management
Tennessee
$97K – – –
TIM
385
Tortoise Investment Management
New York
$97K +$2.28K +20 +2%
SFWA
386
Summit Financial Wealth Advisors
Louisiana
$85K +$83.1K +730 New
HNB
387
Huntington National Bank
Ohio
$83K – – –
QAM
388
QCI Asset Management
New York
$76K +$12.5K +110 +20%
FANJ
389
Financial Architects (New Jersey)
New Jersey
$74K +$60.8K +534 +534%
GWCM
390
Godshalk Welsh Capital Management
Pennsylvania
$73K +$71.1K +625 New
JFA
391
JNBA Financial Advisors
Minnesota
$62K -$4.1K -36 -6%
GWS
392
Glassman Wealth Services
Virginia
$62K +$60.2K +529 New
CCS
393
Crosspoint Capital Strategies
California
$59K -$1.02K -9 -2%
VIA
394
Vantage Investment Advisors
Pennsylvania
$57K +$24.6K +216 +79%
BBHC
395
Brown Brothers Harriman & Co
New York
$52K +$50.3K +442 New
OSNBOA
396
Old Second National Bank of Aurora
Illinois
$52K +$51.2K +450 New
RC
397
RegentAtlantic Capital
New Jersey
$49.6K +$48.4K +425 New
PVH
398
Psagot Value Holdings
Israel
$49K – – –
PSI
399
Pinnacle Summer Investments
Virginia
$47K – – –
HCP
400
Holt Capital Partners
Texas
$46K +$45.2K +397 New
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