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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Coastline Trust
Rhode Island
$230K +$232K +1,495 New
NF
827
Nikulski Financial
Iowa
$229K – – –
BMO
828
Beck Mack & Oliver
New York
$228K – – –
LWCFA
829
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K – – –
RG
830
Rikoon Group
New Mexico
$226K +$930 +6 +0.4%
RF
831
RHS Financial
California
$224K – – –
CCA
832
Conservest Capital Advisors
Pennsylvania
$221K +$465 +3 +0.2%
IDA
833
Intelligence Driven Advisers
California
$219K -$21.9K -141 -9%
EWM
834
Elmwood Wealth Management
California
$217K – – –
LWM
835
Lyell Wealth Management
California
$217K – – –
HWM
836
Highwater Wealth Management
Colorado
$216K -$71.8K -463 -25%
FNBOMD
837
First National Bank of Mount Dora
Florida
$216K – – –
PG
838
Proffitt & Goodson
Tennessee
$215K +$8.22K +53 +4%
SWM
839
Segment Wealth Management
Texas
$214K – – –
PMFA
840
Plante Moran Financial Advisors
Michigan
$213K +$200K +1,290 +1,344%
SAM
841
Silvercrest Asset Management
New York
$212K – – –
WA
842
WealthTrust Axiom
Pennsylvania
$212K – – –
PWLP
843
Prio Wealth Limited Partnership
Massachusetts
$211K -$2.02K -13 -0.9%
FIM
844
Fernwood Investment Management
Massachusetts
$211K – – –
PP
845
PDS Planning
Ohio
$211K +$213K +1,373 New
PHS
846
Pekin Hardy Strauss
Illinois
$210K +$211K +1,362 New
MFW
847
Meristem Family Wealth
Minnesota
$209K -$39.5K -255 -16%
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K +$91K +587 +77%
WWM
849
Western Wealth Management
Colorado
$207K -$5.12K -33 -2%
SIM
850
Stratos Investment Management
Ohio
$207K +$209K +1,345 New
32 33
34
35 36