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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Stockman Wealth Management
Montana
$288K – – –
SCA
752
Strategic Capital Advisers
Colorado
$287K – – –
W
753
Wealthquest
Ohio
$285K -$8.77K -59 -3%
TFA
754
TPG Financial Advisors
Oregon
$285K +$8.18K +55 +3%
SFSIG
755
San Francisco Sentry Investment Group
California
$285K +$20.8K +140 +8%
HR
756
Howe & Rusling
New York
$284K -$60.2K -405 -18%
FLA
757
Financial Life Advisors
Texas
$283K -$52.3K -352 -16%
TWA
758
TCI Wealth Advisors
Arizona
$282K – – –
SCA
759
Stokes Capital Advisors
South Carolina
$280K -$795K -5,345 -74%
MIC
760
Means Investment Company
Maine
$278K +$24.2K +163 +10%
CFG
761
Citizens Financial Group
Rhode Island
$277K +$268K +1,804 New
TC
762
Toews Corporation
New Jersey
$276K +$9.81K +66 +4%
OFG
763
Oxford Financial Group
Indiana
$271K +$264K +1,776 New
ACM
764
Allred Capital Management
Texas
$270K +$15K +101 +6%
TFF
765
The Family Firm
Maryland
$270K +$263K +1,766 New
PA
766
Parkside Advisors
California
$269K -$10.4K -70 -4%
CNB
767
Camden National Bank
Maine
$269K +$595 +4 +0.2%
GEA
768
Glen Eagle Advisors
New Jersey
$269K +$4.46K +30 +2%
AF
769
Aldebaran Financial
$268K – – –
AF
770
Alerus Financial
North Dakota
$265K -$20.5K -138 -7%
BCA
771
Bay Colony Advisors
Massachusetts
$264K +$258K +1,738 New
FRA
772
Front Row Advisors
California
$262K -$892 -6 -0.4%
IDA
773
Intelligence Driven Advisers
California
$258K +$251K +1,691 New
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$257K -$4.46K -30 -2%
FAT
775
First American Trust
California
$252K -$144K -966 -37%
29 30
31
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