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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
851
Brinker Capital
Pennsylvania
$320K -$55.6K -414 -16%
OC
852
Oakworth Capital
Alabama
$319K +$39.7K +296 +16%
CA
853
Claro Advisors
Massachusetts
$319K +$294K +2,188 New
FCBT
854
First Citizens Bank & Trust
North Carolina
$315K +$290K +2,161 New
NPF
855
Norris Perne & French
Michigan
$311K – – –
TC
856
Toews Corporation
New Jersey
$311K +$14.1K +105 +5%
HGWM
857
Harvest Group Wealth Management
Massachusetts
$306K -$3.49K -26 -1%
MIC
858
Meridian Investment Counsel
California
$306K – – –
FHA
859
First Horizon Advisors
Tennessee
$305K -$39.3K -293 -12%
WA
860
Wambolt & Associates
Colorado
$304K -$5.91K -44 -2%
CCM
861
Coe Capital Management
Illinois
$303K -$11.4K -85 -4%
PCTC
862
Perkins Coie Trust Company
Washington
$302K – – –
EWM
863
Evermay Wealth Management
Virginia
$302K +$278K +2,073 New
BUB
864
BBVA USA Bancshares
Texas
$301K -$176K -1,311 -39%
CB
865
Community Bank
New York
$301K – – –
DLCIG
866
D.L. Carlson Investment Group
New Hampshire
$300K -$43.6K -325 -14%
ACA
867
Aptus Capital Advisors
Alabama
$298K -$596K -4,442 -68%
QC
868
QCM Cayman
Texas
$298K +$274K +2,042 New
LFA
869
Lighthouse Financial Advisors
Maryland
$298K +$307K +2,289 New
HR
870
Hayden Royal
North Carolina
$297K +$10.5K +78 +4%
GA
871
Geller Advisors
New York
$297K – – –
RWA
872
River Wealth Advisors
Pennsylvania
$296K +$38.5K +287 +16%
LOPW
873
Live Oak Private Wealth
North Carolina
$294K +$271K +2,018 New
SFG
874
SNS Financial Group
Minnesota
$293K -$7.79K -58 -3%
RFN
875
RDA Financial Network
Iowa
$289K +$134 +1 +0.1%
33 34
35
36 37