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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
426
New England Asset Management
Connecticut
$4.72M – – –
APC
427
Aspire Private Capital
North Carolina
$4.7M +$219K +1,042 +5%
HL
428
HeadInvest LLC
Maine
$4.69M +$44.6K +212 +1%
SWP
429
Summit Wealth Partners
Florida
$4.68M +$85K +404 +2%
MWA
430
Martel Wealth Advisors
Washington
$4.63M +$346K +1,645 +8%
ANTB
431
AMG National Trust Bank
Colorado
$4.62M +$79.8K +379 +2%
EWM
432
Evermay Wealth Management
Virginia
$4.62M +$3.94M +18,728 +627%
PCG
433
Private Capital Group
Connecticut
$4.57M +$21.3K +101 +0.5%
AMBIA
434
Allen Mooney & Barnes Investment Advisors
Georgia
$4.56M +$4.52M +21,472 New
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$4.53M +$9.26K +44 +0.2%
OCM
436
One Capital Management
California
$4.51M -$82.3K -391 -2%
SB
437
Strategic Blueprint
Georgia
$4.51M +$82.7K +393 +2%
GBT
438
Grove Bank & Trust
Florida
$4.5M +$368K +1,749 +9%
CAMG
439
CWA Asset Management Group
Florida
$4.46M +$112K +534 +3%
TA
440
Tectonic Advisors
Texas
$4.46M +$232K +1,101 +6%
WPW
441
Waldron Private Wealth
Pennsylvania
$4.42M +$23.8K +113 +0.5%
EWA
442
Encompass Wealth Advisors
Oregon
$4.42M +$682K +3,239 +18%
CF
443
Centaurus Financial
California
$4.38M +$2.26M +10,727 +109%
UB
444
UMB Bank
Missouri
$4.36M -$191K -909 -4%
CAC
445
Certified Advisory Corp
Florida
$4.34M -$62.1K -295 -1%
PA
446
Parkside Advisors
California
$4.33M -$152K -724 -3%
PSUF
447
People's United Financial
Connecticut
$4.32M -$5.46M -25,921 -56%
NFP
448
Narus Financial Partners
Utah
$4.32M +$4.28M +20,315 New
EWA
449
Exencial Wealth Advisors
Oklahoma
$4.31M +$21.5K +102 +0.5%
TWA
450
Tillar-Wenstrup Advisors
Ohio
$4.3M -$3.75M -17,816 -47%
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