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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
826
Geneos Wealth Management
Colorado
$363K -$185K -1,206 -33%
SFG
827
SNS Financial Group
Minnesota
$362K +$52.7K +343 +17%
DDC
828
DF Dent & Co
Maryland
$360K +$127K +826 +55%
FCA
829
FinTrust Capital Advisors
South Carolina
$357K – – –
RMCM
830
Reynders McVeigh Capital Management
Massachusetts
$356K +$4.92K +32 +1%
RWRC
831
R.W. Roge & Company
New York
$355K -$40.9K -266 -11%
SFS
832
Strategic Financial Services
New York
$354K – – –
NWP
833
Northstar Wealth Partners
Connecticut
$353K -$16.4K -107 -4%
TCOV
834
Trust Company of Vermont
Vermont
$353K -$7.68K -50 -2%
BFS
835
Bradley Foster & Sargent
Connecticut
$352K +$351K +2,286 New
FFN
836
Focus Financial Network
Minnesota
$350K -$56.2K -366 -14%
WP
837
WealthShield Partners
North Carolina
$350K -$13.8K -90 -4%
CFC
838
Coyle Financial Counsel
Illinois
$349K -$76.5K -498 -18%
HWA
839
Heritage Wealth Advisors
Virginia
$347K – – –
ECM
840
EagleClaw Capital Management
Massachusetts
$346K -$72.2K -470 -17%
OSAM
841
O'Shaughnessy Asset Management
Connecticut
$346K – – –
BCI
842
Brinker Capital Investments
Pennsylvania
$346K +$345K +2,248 New
SPA
843
Sentinel Pension Advisors
Massachusetts
$345K -$13.7K -89 -4%
MWA
844
Moser Wealth Advisors
Washington
$344K -$38.4K -250 -10%
LFA
845
Lighthouse Financial Advisors
Maryland
$342K -$9.22K -60 -3%
OC
846
Oakworth Capital
Alabama
$337K – – –
CPO
847
Cerity Partners OCIO
New York
$335K -$10.8K -70 -3%
SBH
848
Segall Bryant & Hamill
Illinois
$333K -$46.7K -304 -12%
TC
849
Toews Corporation
New Jersey
$333K +$4.45K +29 +1%
GAM
850
Griffin Asset Management
New York
$331K -$89.6K -583 -21%
32 33
34
35 36