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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
426
Private Trust Company
Ohio
$803K +$27.5K +184 +3%
OA
427
Oxbow Advisors
Texas
$801K – – –
LDB
428
Lee, Danner & Bass
Tennessee
$799K – – –
LA
429
LexAurum Advisors
Kansas
$799K +$49.1K +329 +6%
CAM
430
Columbia Asset Management
Michigan
$795K -$14.2K -95 -2%
CFD
431
Creative Financial Designs
Indiana
$795K +$163K +1,095 +25%
UBV
432
United Bank (Virginia)
Virginia
$794K – – –
AWA
433
Arete Wealth Advisors
Illinois
$783K -$144K -962 -15%
DCM
434
Dimension Capital Management
Florida
$783K +$388K +2,600 +95%
IWA
435
Inspirion Wealth Advisors
Illinois
$774K -$873K -5,847 -53%
JFA
436
Johanson Financial Advisors
California
$770K -$4.93K -33 -0.6%
HR
437
Howe & Rusling
New York
$768K +$20K +134 +3%
PA
438
Probity Advisors
Texas
$766K – – –
MC
439
Moors & Cabot
Massachusetts
$753K -$36.6K -245 -5%
AIP
440
Ameritas Investment Partners
Nebraska
$749K +$80K +536 +12%
SFG
441
StrategIQ Financial Group
Indiana
$748K -$232K -1,554 -23%
JSL
442
JT Stratford LLC
Georgia
$746K +$12.4K +83 +2%
MWAC
443
Mariner Wealth Advisors (Cincinnati)
Ohio
$729K -$53K -355 -7%
AMCA
444
Arthur M. Cohen & Associates
Illinois
$726K -$78.8K -528 -9%
OFG
445
Oxford Financial Group
Indiana
$723K – – –
MA
446
Mutual Advisors
Nebraska
$720K +$74.6K +500 +11%
CAG
447
Crestwood Advisors Group
Massachusetts
$720K +$76K +509 +12%
FTIOP
448
Fiduciary Trust International of Pennsylvania
Pennsylvania
$707K – – –
MCG
449
McCollum Christoferson Group
New York
$706K +$107K +714 +17%
FC
450
Ferris Capital
Massachusetts
$701K -$345K -2,310 -33%
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