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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
726
CNB Bank
Pennsylvania
$58K +$57.1K +395 New
ADL
727
Asset Dedication LLC
California
$57K +$145 +1 +0.3%
PCFFS
728
Pacific Center for Financial Services
California
$53K – – –
HDIM
729
Hanson & Doremus Investment Management
Vermont
$45K +$23K +159 +110%
WC
730
Whitnell & Co
Illinois
$44K – – –
TCM
731
Tradewinds Capital Management
Washington
$42K – – –
SPI
732
Santori & Peters Inc
Pennsylvania
$40K +$41.7K +288 New
AIM
733
Advantage Investment Management
Iowa
$34K -$9.69K -67 -22%
KJWM
734
Kiley Juergens Wealth Management
Washington
$32K +$31.7K +219 New
RWM
735
Raffa Wealth Management
District of Columbia
$31.4K +$145 +1 +0.5%
PSW
736
Portfolio Strategies (Washington)
Washington
$30K -$13.9K -96 -33%
TDC
737
Thompson Davis & Co
Virginia
$30K -$4.34K -30 -13%
TFA
738
Toth Financial Advisory
Virginia
$30K +$28.9K +200 New
GI
739
Gradient Investments
Minnesota
$26K +$25.3K +175 New
VFA
740
Valeo Financial Advisors
Indiana
$24K +$5.5K +38 +30%
CAL
741
Capital Advisors Ltd
Ohio
$23K – – –
IP
742
Intellectus Partners
California
$23K – – –
JCM
743
Jacobi Capital Management
Pennsylvania
$22K – – –
AWM
744
Aevitas Wealth Management
Massachusetts
$22K +$22K +152 New
BWM
745
Baystate Wealth Management
Massachusetts
$21K – – –
SWMG
746
Signature Wealth Management Group
Georgia
$20K +$19.5K +135 New
CBT
747
Central Bank & Trust
Kentucky
$19K +$17.1K +118 +908%
PW
748
Price Wealth
Texas
$19K +$19.5K +135 New
NPC
749
National Planning Corporation
California
$16.6K -$6.53M -45,114 -100%
PFBT
750
Parkside Financial Bank & Trust
Missouri
$15K -$9.69K -67 -40%
28 29
30
31 32