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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$9.89K +64 +3%
MFW
727
Mosaic Family Wealth
Missouri
$323K -$15.1K -98 -5%
BFS
728
Bradley Foster & Sargent
Connecticut
$322K -$71.4K -462 -18%
ICM
729
IMS Capital Management
Oregon
$320K -$24.7K -160 -7%
ACM
730
Armbruster Capital Management
New York
$318K – – –
WIC
731
Woodmont Investment Counsel
Tennessee
$317K -$15.5K -100 -5%
IAA
732
Ironsides Asset Advisors
North Carolina
$316K – – –
JAM
733
Jolley Asset Management
North Carolina
$316K +$312K +2,018 New
CB
734
Community Bank
New York
$315K – – –
WP
735
WealthShield Partners
North Carolina
$312K -$44.5K -288 -13%
AP
736
Appleton Partners
Massachusetts
$311K – – –
OFS
737
Orrstown Financial Services
Pennsylvania
$311K +$2.47K +16 +0.8%
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$308K +$44K +285 +17%
RA
739
RFG Advisory
Alabama
$308K +$77.6K +502 +34%
MIA
740
MainStreet Investment Advisors
Illinois
$308K +$304K +1,964 New
NAM
741
NTV Asset Management
West Virginia
$305K – – –
TL
742
TrueWealth LLC
Georgia
$305K +$259K +1,678 +624%
DJSG
743
D.J. St. Germain
Massachusetts
$302K -$246K -1,595 -45%
FT
744
Fiduciary Trust
Massachusetts
$301K – – –
MBT
745
Montecito Bank & Trust
California
$300K -$8.04K -52 -3%
HCMT
746
Highland Capital Management (Tennessee)
Tennessee
$300K +$63.4K +410 +27%
TWA
747
TCI Wealth Advisors
Arizona
$299K +$10K +65 +4%
OPA
748
Old Port Advisors
Maine
$298K -$10K -65 -3%
FWP
749
FAS Wealth Partners
Kansas
$296K – – –
MC
750
Moors & Cabot
Massachusetts
$296K +$293K +1,896 New
28 29
30
31 32