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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPM
501
Sensible Financial Planning & Management
Massachusetts
$274K – – –
NDSI
502
Newman Dignan & Sheerar Inc
Rhode Island
$272K +$32.5K +262 +14%
AA
503
Ancora Advisors
Ohio
$272K +$38.6K +311 +17%
ACM
504
Armbruster Capital Management
New York
$268K -$99.3K -800 -28%
NA
505
NewEdge Advisors
Louisiana
$266K +$45.4K +366 +22%
ABFS
506
Appropriate Balance Financial Services
Washington
$265K +$1.49K +12 +0.6%
1SB
507
1ST Source Bank
Indiana
$262K +$29.9K +241 +13%
RCAG
508
Rehmann Capital Advisory Group
Michigan
$261K +$12K +97 +5%
CHP
509
Cable Hill Partners
Oregon
$260K +$84.8K +683 +51%
BBHC
510
Brown Brothers Harriman & Co
New York
$258K – – –
GJIC
511
Gamble Jones Investment Counsel
California
$258K – – –
DCM
512
Donaldson Capital Management
Indiana
$257K +$248K +1,996 New
AMIM
513
Aull & Monroe Investment Management
Alabama
$254K – – –
ECM
514
EagleClaw Capital Management
Massachusetts
$254K – – –
PWM
515
Perigon Wealth Management
California
$253K +$1.12K +9 +0.5%
AWM
516
AllSquare Wealth Management
New York
$253K +$233K +1,879 +2,378%
SYBT
517
Stock Yards Bank & Trust
Kentucky
$246K +$13K +105 +6%
GWM
518
Geneos Wealth Management
Colorado
$245K -$13.4K -108 -5%
NAM
519
NTV Asset Management
West Virginia
$238K +$230K +1,850 New
KL
520
KWMG LLC
Kansas
$235K -$1.74K -14 -0.8%
BW
521
Bison Wealth
Georgia
$235K +$227K +1,826 New
WI
522
WrapManager Inc
California
$234K +$15.4K +124 +7%
EWM
523
Empirical Wealth Management
Washington
$234K +$225K +1,813 New
MJRIC
524
Mogy Joel R Investment Counsel
California
$230K – – –
MPAM
525
Murphy Pohlad Asset Management
Minnesota
$230K – – –
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