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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
426
Brand Asset Management Group
Missouri
$931K +$915K +5,984 New
NFG
427
NewFocus Financial Group
Washington
$927K +$20.7K +135 +2%
WMG
428
WESCAP Management Group
California
$922K +$306 +2 +0%
CFD
429
Creative Financial Designs
Indiana
$921K +$77.3K +505 +9%
PSF
430
Pacific Sun Financial
California
$917K +$3.06K +20 +0.4%
LA
431
LexAurum Advisors
Kansas
$899K +$51.2K +335 +6%
AT
432
Arden Trust
Delaware
$897K – – –
WLIM
433
White Lighthouse Investment Management
Massachusetts
$888K +$22.8K +149 +3%
HCM
434
Horan Capital Management
Maryland
$881K – – –
MGIA
435
Moneta Group Investment Advisors
Missouri
$873K -$2.83M -18,469 -77%
AIP
436
Ameritas Investment Partners
Nebraska
$873K +$77.9K +509 +10%
CTC
437
Central Trust Company
Missouri
$866K -$43.8K -286 -5%
RC
438
Roundview Capital
New Jersey
$865K -$23.4K -153 -3%
ANTB
439
AMG National Trust Bank
Colorado
$854K +$252K +1,645 +43%
KA
440
Klingman & Associates
New York
$852K – – –
PTC
441
Private Trust Company
Ohio
$849K -$2.75K -18 -0.3%
OA
442
Oxbow Advisors
Texas
$848K – – –
JFA
443
Johanson Financial Advisors
California
$848K +$29.8K +195 +4%
CAM
444
Columbia Asset Management
Michigan
$844K +$1.68K +11 +0.2%
TI
445
Truepoint Inc
Ohio
$828K +$695K +4,542 +584%
OAM
446
Oppenheimer Asset Management
New York
$824K +$809K +5,291 New
HR
447
Howe & Rusling
New York
$818K +$4.13K +27 +0.5%
PA
448
Probity Advisors
Texas
$812K – – –
JSL
449
JT Stratford LLC
Georgia
$807K +$16.2K +106 +2%
ACP
450
Aveo Capital Partners
Colorado
$803K -$118K -773 -13%
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