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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
551
FineMark National Bank & Trust
Florida
$744K +$42.1K +283 +6%
IA
552
IFP Advisors
Florida
$743K -$3.18M -21,391 -82%
TF
553
Tompkins Financial
New York
$735K +$136K +917 +24%
PAS
554
Park Avenue Securities
New York
$725K +$697K +4,685 New
SDWMA
555
Schneider Downs Wealth Management Advisors
Pennsylvania
$724K +$39.7K +267 +6%
HTC
556
Haverford Trust Company
Pennsylvania
$723K +$153K +1,030 +28%
SP
557
Symmetry Partners
Connecticut
$721K +$354K +2,383 +102%
F
558
F3Logic
Minnesota
$717K -$145K -977 -17%
GP
559
Girard Partners
Pennsylvania
$717K -$1.04K -7 -0.1%
FC
560
Ferris Capital
Massachusetts
$717K – – –
JFA
561
Johanson Financial Advisors
California
$715K -$70.6K -475 -9%
KWM
562
Kingsview Wealth Management
Oregon
$713K -$50.8K -342 -7%
PFS
563
Prospera Financial Services
Texas
$713K +$328K +2,205 +94%
LPT
564
Legacy Private Trust
Wisconsin
$709K -$372K -2,502 -35%
VWA
565
V Wealth Advisors
Kansas
$705K +$450K +3,025 +210%
WPSG
566
Wealth & Pension Services Group
Georgia
$686K -$33.7K -227 -5%
LDB
567
Lee, Danner & Bass
Tennessee
$684K – – –
IWMA
568
Ironwood Wealth Management (Arizona)
Arizona
$684K +$11.2K +75 +2%
TAIM
569
TD Ameritrade Investment Management
Nebraska
$683K -$39.7K -267 -6%
AWM
570
AllSquare Wealth Management
New York
$680K +$25.3K +170 +4%
NSIM
571
North Star Investment Management
Illinois
$676K – – –
FSC
572
Full Sail Capital
Oklahoma
$675K -$239K -1,607 -27%
NGA
573
Naples Global Advisors
Florida
$671K -$1.49K -10 -0.2%
NG
574
Northstar Group
New York
$667K +$13.8K +93 +2%
SFPM
575
Sensible Financial Planning & Management
Massachusetts
$665K – – –
21 22
23
24 25