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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
476
LGL Partners
Pennsylvania
$872K +$9.17K +63 +1%
NWM
477
Northwest Wealth Management
Iowa
$871K +$704K +4,838 +274%
CSIC
478
Clifford Swan Investment Counsel
California
$868K – – –
BWA
479
Burt Wealth Advisors
Maryland
$866K +$326K +2,238 +52%
HCC
480
Hirtle Callaghan & Co
Pennsylvania
$865K +$948K +6,509 +14,150%
QCM
481
Quadrant Capital Management
New Jersey
$865K +$954K +6,550 New
CCM
482
Covington Capital Management
California
$863K – – –
DCM
483
Dimension Capital Management
Florida
$848K +$190K +1,307 +26%
BST
484
Bath Savings Trust
Maine
$833K -$15.7K -108 -2%
RWG
485
Regal Wealth Group
California
$832K – – –
AL
486
Aspiriant LLC
California
$826K -$13.2K -91 -1%
JFGLC
487
Johnson Financial Group LLC (Colorado)
Colorado
$815K +$899K +6,178 New
IWM
488
IHT Wealth Management
Illinois
$811K +$326K +2,237 +57%
BCWM
489
Bartlett & Co Wealth Management
Ohio
$807K +$242K +1,661 +37%
BC
490
Bartlett & Co
Ohio
$807K +$242K +1,661 +37%
AT
491
Arden Trust
Delaware
$803K +$47.5K +326 +6%
FTC
492
Farmers Trust Company
Ohio
$799K – – –
FWIA
493
Fort Washington Investment Advisors
Ohio
$796K +$305K +2,094 +53%
DC
494
Davenport & Co
Virginia
$795K -$10K -69 -1%
AA
495
Alesco Advisors
New York
$795K +$282K +1,940 +48%
FSC
496
Full Sail Capital
Oklahoma
$795K +$877K +6,022 New
BSB
497
Bangor Savings Bank
Maine
$792K -$2.48K -17 -0.3%
ANTB
498
AMG National Trust Bank
Colorado
$786K -$5.39K -37 -0.6%
CTC
499
Central Trust Company
Missouri
$785K +$41.9K +288 +5%
LWM
500
Liberty Wealth Management
California
$777K +$858K +5,891 New
18 19
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