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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
726
Providence Capital Advisors
North Carolina
$94K – – –
NSB
727
Norway Savings Bank
Maine
$92K – – –
FWM
728
Focused Wealth Management
New York
$89K -$120K -807 -57%
RCA
729
Rowland Carmichael Advisors
Arizona
$89K -$1.94K -13 -2%
ZB
730
Zions Bancorporation
Utah
$88K – – –
GTAM
731
Global Trust Asset Management
Florida
$87K – – –
ML
732
McAdam LLC
Pennsylvania
$86K +$87.2K +584 New
JAM
733
Jolley Asset Management
North Carolina
$85K – – –
WAM
734
Watermark Asset Management
California
$79K +$299 +2 +0.4%
DOA
735
D'Orazio & Associates
Virginia
$75K – – –
KF
736
Krilogy Financial
Missouri
$74K +$5.37K +36 +8%
BWL
737
Bogart Wealth LLC
Virginia
$73K – – –
VCM
738
Vigilant Capital Management
Maine
$73K – – –
PWAG
739
Polaris Wealth Advisory Group
California
$72K +$73.6K +493 New
OFW
740
Omnia Family Wealth
Florida
$71K – – –
CCA
741
Clearwater Capital Advisors
Illinois
$71K +$72.6K +486 New
SIM
742
Sonora Investment Management
Arizona
$70.5K +$71.7K +480 New
CAC
743
Certified Advisory Corp
Florida
$68K – – –
CHP
744
Cable Hill Partners
Oregon
$66K -$43.3K -290 -39%
BWA
745
BDO Wealth Advisors
Florida
$65K +$66.3K +444 New
FGAM
746
Financial Gravity Asset Management
Texas
$59K +$59.6K +399 New
FGC
747
Financial Gravity Companies
Texas
$59K +$59.6K +399 New
CB
748
CNB Bank
Pennsylvania
$58K – – –
ADL
749
Asset Dedication LLC
California
$57K – – –
PCFFS
750
Pacific Center for Financial Services
California
$52K – – –
28 29
30
31 32