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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
426
Ironsides Asset Advisors
North Carolina
$273K +$121 +1 +0%
CIA
427
Capital Investment Advisors
Georgia
$273K +$270K +2,231 New
OC
428
Oakworth Capital
Alabama
$270K – – –
BBNB
429
Baker Boyer National Bank
Washington
$263K – – –
AIP
430
Ameritas Investment Partners
Nebraska
$263K +$37.6K +311 +17%
QIM
431
Quest Investment Management
Oregon
$260K – – –
SFPM
432
Sensible Financial Planning & Management
Massachusetts
$259K -$154K -1,272 -37%
RC
433
Roundview Capital
New Jersey
$255K +$252K +2,085 New
BA
434
Boston Advisors
Massachusetts
$254K -$66.8K -552 -21%
BCM
435
Brookstone Capital Management
Illinois
$253K +$250K +2,070 New
ABFS
436
Appropriate Balance Financial Services
Washington
$250K +$1.09K +9 +0.4%
QAM
437
QCI Asset Management
New York
$249K +$15.2K +126 +7%
F
438
Filament
Washington
$248K – – –
GJIC
439
Gamble Jones Investment Counsel
California
$245K – – –
GWM
440
Geneos Wealth Management
Colorado
$245K +$82.5K +682 +51%
BBHC
441
Brown Brothers Harriman & Co
New York
$244K – – –
OIA
442
Optimum Investment Advisors
Illinois
$242K +$30.4K +251 +14%
GC
443
Grimes & Company
Massachusetts
$241K – – –
AMIM
444
Aull & Monroe Investment Management
Alabama
$240K -$6.17K -51 -3%
ECM
445
EagleClaw Capital Management
Massachusetts
$240K – – –
RCAG
446
Rehmann Capital Advisory Group
Michigan
$235K +$726 +6 +0.3%
PWM
447
Perigon Wealth Management
California
$228K – – –
NDSI
448
Newman Dignan & Sheerar Inc
Rhode Island
$226K +$223K +1,847 New
KL
449
KWMG LLC
Kansas
$224K -$6.29K -52 -3%
OSNBOA
450
Old Second National Bank of Aurora
Illinois
$221K +$24.4K +202 +13%
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