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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
751
IMS Capital Management
Oregon
$316K +$1.55K +10 +0.5%
TCOV
752
Trust Company of Vermont
Vermont
$316K +$38.8K +250 +14%
NCM
753
Nelson Capital Management
California
$315K -$20.2K -130 -6%
ACM
754
Armbruster Capital Management
New York
$312K – – –
WIC
755
Woodmont Investment Counsel
Tennessee
$312K – – –
IAA
756
Ironsides Asset Advisors
North Carolina
$311K – – –
JAM
757
Jolley Asset Management
North Carolina
$311K – – –
CP
758
Cumberland Partners
Ontario, Canada
$311K +$72.6K +468 +30%
TWA
759
TCI Wealth Advisors
Arizona
$309K +$15.8K +102 +5%
GA
760
Geller Advisors
New York
$308K +$310K +2,000 New
WP
761
WealthShield Partners
North Carolina
$306K – – –
AP
762
Appleton Partners
Massachusetts
$305K – – –
FNBOO
763
First National Bank of Omaha
Nebraska
$305K +$308K +1,985 New
NAM
764
NTV Asset Management
West Virginia
$300K – – –
CWP
765
Capital Wealth Planning
Florida
$291K -$250K -1,611 -46%
FWP
766
FAS Wealth Partners
Kansas
$291K +$293K +1,891 New
SWMG
767
Signature Wealth Management Group
Georgia
$290K +$5.89K +38 +2%
SFSIG
768
San Francisco Sentry Investment Group
California
$287K – – –
EA
769
Evergreen Advisors
Tennessee
$284K +$1.71K +11 +0.6%
SKK
770
Shepherd Kaplan Krochuk
Massachusetts
$284K +$66.1K +426 +30%
OFS
771
Orrstown Financial Services
Pennsylvania
$283K -$19.7K -127 -6%
OPA
772
Old Port Advisors
Maine
$282K -$4.5K -29 -2%
SCA
773
Stokes Capital Advisors
South Carolina
$282K – – –
MIC
774
Meridian Investment Counsel
California
$282K +$27.9K +180 +11%
CA
775
CapWealth Advisors
Tennessee
$281K -$43.6K -281 -13%
29 30
31
32 33