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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
726
Traverso Chambers Private Wealth Management
California
$1.34M -$6.65K -30 -0.5%
CIC
727
Carnegie Investment Counsel
Ohio
$1.34M +$137K +617 +12%
LBD
728
Landsberg Bennett & Dubbaneh
Florida
$1.33M +$1.31M +5,922 New
TWA
729
TCI Wealth Advisors
Arizona
$1.33M +$80.7K +364 +7%
AWA
730
Alta Wealth Advisors
Massachusetts
$1.33M +$10.6K +48 +0.8%
BSB
731
Bangor Savings Bank
Maine
$1.33M -$94.2K -425 -7%
RWG
732
Regal Wealth Group
California
$1.31M – – –
GC
733
Gibson Capital
Pennsylvania
$1.3M – – –
FI
734
Financial Insights
Washington
$1.3M -$34.4K -155 -3%
CCWA
735
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.3M +$1.28M +5,756 New
CWM
736
Circle Wealth Management
New Jersey
$1.29M – – –
BFG
737
Barber Financial Group
Kansas
$1.29M -$21.5K -97 -2%
CFA
738
CWS Financial Advisors
Michigan
$1.28M +$351K +1,583 +39%
KIA
739
KCM Investment Advisors
California
$1.28M -$154K -694 -11%
PMG
740
ProVise Management Group
Florida
$1.27M -$2.27M -10,226 -65%
SSB
741
Sandy Spring Bank
Maryland
$1.27M -$324K -1,461 -21%
CSIC
742
Clifford Swan Investment Counsel
California
$1.25M -$3.77K -17 -0.3%
ESB
743
Essex Savings Bank
Connecticut
$1.25M – – –
GIM
744
Goelzer Investment Management
Indiana
$1.25M -$53K -239 -4%
OA
745
Oxbow Advisors
Texas
$1.25M +$19.5K +88 +2%
MFW
746
Mosaic Family Wealth
Missouri
$1.25M -$188K -847 -13%
G
747
Gainplan
Michigan
$1.24M +$148K +668 +14%
SCA
748
Stillwater Capital Advisors
Pennsylvania
$1.24M +$98.6K +445 +9%
WTB
749
Washington Trust Bank
Washington
$1.24M +$1.55K +7 +0.1%
CMO
750
Covenant Multifamily Offices
Texas
$1.23M -$15.3K -69 -1%
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30
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