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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
826
Tiedemann Advisors
New York
$699K -$161K -910 -20%
SFG
827
Sovereign Financial Group
Connecticut
$688K +$623K +3,533 New
LP
828
LGL Partners
Pennsylvania
$684K +$2.82K +16 +0.5%
IC
829
Intersect Capital
California
$678K -$224K -1,270 -27%
BFO
830
Biltmore Family Office
North Carolina
$678K +$88.2K +500 +17%
DACG
831
Donor Advised Charitable Giving
California
$674K +$4.76K +27 +0.8%
F
832
F3Logic
Minnesota
$674K +$17.6K +100 +3%
FBFS
833
First Business Financial Services
Wisconsin
$672K – – –
BCA
834
Bay Colony Advisors
Massachusetts
$667K +$69.5K +394 +13%
AWAP
835
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$663K +$601K +3,405 New
LNWTC
836
Laird Norton Wetherby Trust Company
Washington
$660K +$598K +3,389 New
PWM
837
Perigon Wealth Management
California
$657K +$9.88K +56 +2%
SFG
838
StrategIQ Financial Group
Indiana
$655K – – –
MFA
839
Mayflower Financial Advisors
Massachusetts
$655K +$594K +3,365 New
MPCG
840
Matrix Private Capital Group
New York
$654K +$38.5K +218 +7%
CIA
841
Capital Investment Advisors
Georgia
$651K -$6.53K -37 -1%
FPTW
842
Franklin, Parlapiano, Turner & Welch
Texas
$651K – – –
GWM
843
Geneos Wealth Management
Colorado
$649K +$3.76M +21,327 +885%
1SB
844
1ST Source Bank
Indiana
$645K +$52.9K +300 +10%
AC
845
Abbrea Capital
California
$638K +$88.2K +500 +18%
GG
846
Gofen & Glossberg
Illinois
$636K – – –
RHBC
847
R.H. Bluestein & Co
Michigan
$630K – – –
NSIM
848
North Star Investment Management
Illinois
$620K +$35.3K +200 +7%
SF
849
Summit Financial
New Jersey
$619K +$270K +1,532 +93%
CFO
850
CVA Family Office
Colorado
$617K +$8.82K +50 +2%
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