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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
601
Rockefeller Financial Services
New York
$199K – – –
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K – – –
GEA
603
Glen Eagle Advisors
New Jersey
$191K -$130K -953 -41%
CB
604
Community Bank
New York
$184K – – –
TF
605
Tompkins Financial
New York
$184K +$1.64K +12 +0.9%
LWA
606
Lenox Wealth Advisors
New York
$180K +$24.5K +180 +16%
CHP
607
Cable Hill Partners
Oregon
$175K -$71K -521 -30%
AIP
608
Almanack Investment Partners
Pennsylvania
$175K -$18.5K -136 -10%
FFC
609
First Financial Corp
Indiana
$171K +$71.8K +527 +77%
AII
610
AGF Investments Inc
Ontario, Canada
$164K +$12.1K +89 +8%
IIC
611
Integrated Investment Consultants
Michigan
$162K – – –
PWM
612
Perigon Wealth Management
California
$149K -$2.45K -18 -2%
SFSIG
613
San Francisco Sentry Investment Group
California
$141K +$133K +975 +3,750%
PFSC
614
Peoples Financial Services Corp
Pennsylvania
$138K – – –
BWL
615
Bogart Wealth LLC
Virginia
$131K -$8.86M -64,986 -99%
RE
616
RBC Europe
United Kingdom
$131K +$126K +925 New
WCM
617
Wealthcare Capital Management
Virginia
$130K – – –
CBT
618
Capital Bank & Trust
California
$127K +$123K +900 New
FWM
619
Focused Wealth Management
New York
$121K +$15.5K +114 +15%
YWP
620
YorkBridge Wealth Partners
New York
$117K -$123K -906 -52%
GWS
621
Glassman Wealth Services
Virginia
$114K – – –
TIM
622
Tortoise Investment Management
New York
$105K – – –
TWA
623
TCI Wealth Advisors
Arizona
$104K +$13.4K +98 +15%
KF
624
Krilogy Financial
Missouri
$94K +$75.8K +556 +505%
AOWM
625
Alpha Omega Wealth Management
Virginia
$93K – – –
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