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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
801
Highland Capital Management (Tennessee)
Tennessee
$230K +$224K +1,506 New
CAM
802
Carret Asset Management
New York
$229K +$223K +1,500 New
WCM
803
WealthBridge Capital Management
Ohio
$228K – – –
DE
804
Day & Ennis
Georgia
$228K +$222K +1,493 New
BMO
805
Beck Mack & Oliver
New York
$226K -$23.3K -157 -10%
LWCFA
806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K -$10.4K -70 -5%
RA
807
RFG Advisory
Alabama
$224K -$55.8K -375 -20%
SAM
808
Silvercrest Asset Management
New York
$224K -$48.9K -329 -18%
LF
809
Lee Financial
Texas
$224K +$5.8K +39 +3%
GVAG
810
Great Valley Advisor Group
Delaware
$224K +$218K +1,469 New
BA
811
Boston Advisors
Massachusetts
$222K +$216K +1,450 New
RF
812
RHS Financial
California
$222K +$216K +1,454 New
WIP
813
Wellesley Investment Partners
Massachusetts
$222K +$216K +1,455 New
FIM
814
Fernwood Investment Management
Massachusetts
$221K +$215K +1,445 New
MMA
815
Miracle Mile Advisors
California
$220K +$214K +1,442 New
CCA
816
Conservest Capital Advisors
Pennsylvania
$219K -$132K -890 -38%
LWA
817
Lenox Wealth Advisors
New York
$218K -$3.42K -23 -2%
VFA
818
Valeo Financial Advisors
Indiana
$216K +$41.8K +281 +25%
LWM
819
Lyell Wealth Management
California
$216K +$210K +1,411 New
EWM
820
Elmwood Wealth Management
California
$215K -$9.81K -66 -4%
FC
821
Fulcrum Capital
Washington
$214K +$208K +1,398 New
PAS
822
Partnervest Advisory Services
California
$214K +$208K +1,399 New
FNBOMD
823
First National Bank of Mount Dora
Florida
$214K +$208K +1,400 New
LA
824
LVW Advisors
New York
$213K +$207K +1,392 New
KTC
825
Kistler-Tiffany Companies
Pennsylvania
$212K – – –
31 32
33
34 35