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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
726
NTV Asset Management
West Virginia
$257K – – –
WCM
727
Weatherstone Capital Management
Colorado
$257K +$230K +1,578 New
SFA
728
Sequoia Financial Advisors
Ohio
$256K +$283K +1,941 New
MBT
729
Montecito Bank & Trust
California
$254K – – –
W
730
Wealthquest
Ohio
$254K +$280K +1,925 New
CL
731
CPWM LLC
Washington
$252K -$24.6K -169 -8%
EA
732
Evergreen Advisors
Tennessee
$252K +$278K +1,908 New
SWM
733
Stockman Wealth Management
Montana
$249K – – –
AF
734
Alerus Financial
North Dakota
$247K -$140K -964 -34%
SMDAM
735
Sumitomo Mitsui DS Asset Management
Japan
$247K -$52K -357 -16%
SCA
736
Strategic Capital Advisers
Colorado
$247K – – –
RA
737
RFG Advisory
Alabama
$243K -$80.4K -552 -23%
TWA
738
TCI Wealth Advisors
Arizona
$243K -$2.91K -20 -1%
PA
739
Parkside Advisors
California
$241K +$266K +1,826 New
SAM
740
Silvercrest Asset Management
New York
$237K +$47.9K +329 +22%
TFA
741
TPG Financial Advisors
Oregon
$236K +$260K +1,787 New
1IA
742
1834 Investment Advisors
Wisconsin
$235K +$21.8K +150 +9%
AMIM
743
Aull & Monroe Investment Management
Alabama
$233K – – –
PPA
744
Parametric Portfolio Associates
Washington
$232K -$245K -1,684 -49%
BFS
745
Bradley Foster & Sargent
Connecticut
$232K -$135K -930 -35%
AF
746
Aldebaran Financial
$232K +$582 +4 +0.2%
CNB
747
Camden National Bank
Maine
$232K +$256K +1,759 New
CT
748
Cambridge Trust
Massachusetts
$230K -$54.9K -377 -18%
TC
749
Toews Corporation
New Jersey
$229K -$42.1K -289 -14%
GEA
750
Glen Eagle Advisors
New Jersey
$228K – – –
28 29
30
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