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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
651
Credit Suisse
Switzerland
$373K -$1.5M -10,287 -78%
ECM
652
EagleClaw Capital Management
Massachusetts
$373K – – –
1SB
653
1ST Source Bank
Indiana
$372K – – –
HWM
654
Highwater Wealth Management
Colorado
$372K +$410K +2,816 New
LC
655
Lindbrook Capital
California
$372K +$411K +2,825 New
SBH
656
Segall Bryant & Hamill
Illinois
$371K +$3.49K +24 +0.9%
CIC
657
Carnegie Investment Counsel
Ohio
$371K +$34.8K +239 +9%
SWM
658
SigFig Wealth Management
California
$371K +$413K +2,839 New
RIG
659
Roosevelt Investment Group
New York
$366K – – –
SIC
660
Sigma Investment Counselors
Michigan
$366K – – –
WA
661
Wambolt & Associates
Colorado
$364K +$401K +2,755 New
AII
662
AGF Investments Inc
Ontario, Canada
$363K -$157K -1,075 -28%
SBIA
663
Sheaff Brock Investment Advisors
Indiana
$362K +$22.3K +153 +6%
TC
664
TownSquare Capital
Utah
$362K +$351K +2,414 New
TNB
665
Thomasville National Bank
Georgia
$360K – – –
MFWM
666
Motley Fool Wealth Management
Virginia
$358K -$9.03K -62 -2%
WFG
667
Wills Financial Group
Virginia
$358K -$8.59K -59 -2%
OC
668
Oarsman Capital
Wisconsin
$357K – – –
IFAM
669
Institutional & Family Asset Management
Colorado
$352K +$115K +787 +42%
ATFA
670
All Terrain Financial Advisors
Minnesota
$351K -$95.1K -653 -20%
RVPG
671
Relative Value Partners Group
$348K -$17.6K -121 -4%
FAT
672
First American Trust
California
$345K +$137K +944 +56%
PWW
673
Pettyjohn Wood & White
Virginia
$340K +$874 +6 +0.2%
NCM
674
Nelson Capital Management
California
$340K +$375K +2,577 New
BMCM
675
Bryn Mawr Capital Management
Pennsylvania
$336K +$25.6K +176 +7%
25 26
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28 29