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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAAM
701
First Ascent Asset Management
Colorado
$528K +$508K +3,189 New
BWA
702
Beam Wealth Advisors
Louisiana
$526K +$506K +3,174 New
BOS
703
Bingham Osborn & Scarborough
California
$525K +$58.3K +366 +13%
AA
704
Advisory Alpha
Michigan
$522K -$88.4K -555 -15%
ST
705
Sageworth Trust
Pennsylvania
$518K +$498K +3,125 New
TAM
706
Tradition Asset Management
Virginia
$513K +$125K +787 +34%
CIC
707
Carnegie Investment Counsel
Ohio
$512K +$45.2K +284 +10%
BFM
708
Boston Financial Management
Massachusetts
$511K +$116K +727 +31%
AWM
709
Avior Wealth Management
Nebraska
$509K -$83.8K -526 -15%
IF
710
Ironwood Financial
Arizona
$508K +$956 +6 +0.2%
SWM
711
Segment Wealth Management
Texas
$506K +$265K +1,665 +120%
OSNBOA
712
Old Second National Bank of Aurora
Illinois
$504K -$24.7K -155 -5%
BW
713
Bison Wealth
Georgia
$500K -$88.7K -557 -16%
HS
714
Horan Securities
United States
$500K -$50K -314 -9%
PWM
715
Perigon Wealth Management
California
$499K +$224K +1,405 +87%
NG
716
Northstar Group
New York
$497K -$20.5K -129 -4%
ATIA
717
American Trust Investment Advisors
New Hampshire
$489K – – –
MWM
718
Minot Wealth Management
Massachusetts
$489K +$463K +2,905 New
RG
719
Rathbones Group
United Kingdom
$488K +$469K +2,947 New
LCM
720
Logan Capital Management
Pennsylvania
$484K -$11.9K -75 -3%
RWMH
721
Riverpoint Wealth Management Holdings
Illinois
$484K +$5.89K +37 +1%
GAM
722
Griffin Asset Management
New York
$483K -$3.19K -20 -0.7%
SCA
723
Stillwater Capital Advisors
Pennsylvania
$481K +$15.1K +95 +3%
TC
724
TownSquare Capital
Utah
$480K +$26.6K +167 +6%
S
725
SignatureFD
Georgia
$480K +$260K +1,633 +129%
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