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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
726
Kendall Capital Management
Maryland
$325K – – –
WIC
727
Woodmont Investment Counsel
Tennessee
$325K – – –
SFG
728
SNS Financial Group
Minnesota
$319K +$13.2K +89 +4%
GSWM
729
Golden State Wealth Management
California
$315K +$306K +2,060 New
RMCM
730
Reynders McVeigh Capital Management
Massachusetts
$313K +$7.43K +50 +3%
HT
731
Heritage Trust
Oklahoma
$312K +$278K +1,868 +1,080%
ACM
732
Armbruster Capital Management
New York
$310K – – –
IAA
733
Ironsides Asset Advisors
North Carolina
$309K – – –
CB
734
Community Bank
New York
$307K – – –
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$9.22K +62 +3%
OC
736
Oakworth Capital
Alabama
$305K – – –
AP
737
Appleton Partners
Massachusetts
$303K -$222K -1,495 -43%
CT
738
Coastline Trust
Rhode Island
$303K +$294K +1,980 New
BC
739
Burney Company
Virginia
$301K -$45.9K -309 -14%
OFS
740
Orrstown Financial Services
Pennsylvania
$301K -$38.1K -256 -12%
MBT
741
Montecito Bank & Trust
California
$300K +$7.43K +50 +3%
OPA
742
Old Port Advisors
Maine
$298K -$9.52K -64 -3%
NAM
743
NTV Asset Management
West Virginia
$298K – – –
IFWM
744
Institute for Wealth Management
Colorado
$298K +$290K +1,951 New
TCM
745
Tradition Capital Management
New Jersey
$298K +$291K +1,954 New
GC
746
Grimes & Company
Massachusetts
$297K +$44.6K +300 +18%
AWM
747
Aevitas Wealth Management
Massachusetts
$297K +$126K +848 +77%
FT
748
Fiduciary Trust
Massachusetts
$294K +$35.8K +241 +14%
EA
749
Evergreen Advisors
Tennessee
$292K – – –
SWPG
750
Strategic Wealth Partners Group
Illinois
$290K +$211K +1,417 +295%
28 29
30
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