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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
526
LeJeune Puetz Investment Counsel
Michigan
$885K – – –
FTC
527
Farmers Trust Company
Ohio
$882K -$27.4K -177 -3%
FTIOP
528
Fiduciary Trust International of Pennsylvania
Pennsylvania
$882K +$15.5K +100 +2%
NGA
529
Naples Global Advisors
Florida
$876K +$202K +1,303 +30%
PFS
530
Prospera Financial Services
Texas
$872K +$293K +1,892 +50%
MWM
531
Meridian Wealth Management
Kentucky
$866K -$20.8K -134 -2%
CTC
532
Central Trust Company
Missouri
$861K +$19.4K +125 +2%
SC
533
SouthState Corp
Florida
$858K -$285K -1,839 -25%
CCMD
534
Cypress Capital Management (Delaware)
Delaware
$849K -$186K -1,200 -18%
DC
535
Davenport & Co
Virginia
$847K -$103K -663 -11%
AT
536
Arden Trust
Delaware
$847K -$37.4K -241 -4%
DCM
537
Dimension Capital Management
Florida
$839K – – –
OA
538
Oxbow Advisors
Texas
$839K – – –
TF
539
Tompkins Financial
New York
$831K +$59.5K +384 +8%
AMCA
540
Arthur M. Cohen & Associates
Illinois
$827K +$1.55K +10 +0.2%
RT
541
Rockland Trust
Massachusetts
$821K +$137K +881 +19%
RC
542
Roundview Capital
New Jersey
$820K -$2.02K -13 -0.2%
WS
543
Wedbush Securities
California
$812K +$114K +736 +16%
CSIC
544
Clifford Swan Investment Counsel
California
$811K -$59.7K -385 -7%
PA
545
Probity Advisors
Texas
$803K – – –
GWMIA
546
Global Wealth Management Investment Advisory
Florida
$803K +$22.9K +148 +3%
KA
547
Kovack Advisors
Florida
$802K +$71.3K +460 +10%
HKAM
548
Horizon Kinetics Asset Management
New York
$801K -$990K -6,384 -55%
ACM
549
AlphaStar Capital Management
North Carolina
$800K -$12.7K -82 -2%
VWA
550
V Wealth Advisors
Kansas
$787K +$14.9K +96 +2%
20 21
22
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