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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
RRC
851
Relaxing Retirement Coach
Massachusetts
$324K -$130K -965 -30%
BC
852
Brinker Capital
Pennsylvania
$320K -$55.6K -414 -16%
OC
853
Oakworth Capital
Alabama
$319K +$39.7K +296 +16%
CA
854
Claro Advisors
Massachusetts
$319K +$294K +2,188 New
FCBT
855
First Citizens Bank & Trust
North Carolina
$315K +$290K +2,161 New
NPF
856
Norris Perne & French
Michigan
$311K – – –
TC
857
Toews Corporation
New Jersey
$311K +$14.1K +105 +5%
HGWM
858
Harvest Group Wealth Management
Massachusetts
$306K -$3.49K -26 -1%
MIC
859
Meridian Investment Counsel
California
$306K – – –
FHA
860
First Horizon Advisors
Tennessee
$305K -$39.3K -293 -12%
WA
861
Wambolt & Associates
Colorado
$304K -$5.91K -44 -2%
CCM
862
Coe Capital Management
Illinois
$303K -$11.4K -85 -4%
PCTC
863
Perkins Coie Trust Company
Washington
$302K – – –
EWM
864
Evermay Wealth Management
Virginia
$302K +$278K +2,073 New
BUB
865
BBVA USA Bancshares
Texas
$301K -$176K -1,311 -39%
CB
866
Community Bank
New York
$301K – – –
DLCIG
867
D.L. Carlson Investment Group
New Hampshire
$300K -$43.6K -325 -14%
ACA
868
Aptus Capital Advisors
Alabama
$298K -$596K -4,442 -68%
QC
869
QCM Cayman
Texas
$298K +$274K +2,042 New
LFA
870
Lighthouse Financial Advisors
Maryland
$298K +$307K +2,289 New
HR
871
Hayden Royal
North Carolina
$297K +$10.5K +78 +4%
GA
872
Geller Advisors
New York
$297K – – –
RWA
873
River Wealth Advisors
Pennsylvania
$296K +$38.5K +287 +16%
LOPW
874
Live Oak Private Wealth
North Carolina
$294K +$271K +2,018 New
SFG
875
SNS Financial Group
Minnesota
$293K -$7.79K -58 -3%
33 34
35
36 37