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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
876
Newport Wealth Strategies
California
$747K +$120K +570 +20%
BFO
877
Biltmore Family Office
North Carolina
$746K +$211 +1 +0%
FAT
878
First American Trust
California
$742K -$152K -721 -17%
TCOV
879
Trust Company of Vermont
Vermont
$727K +$166K +790 +30%
CAAS
880
Capital Asset Advisory Services
Michigan
$720K +$137K +652 +24%
DI
881
Disciplined Investments
Oklahoma
$716K -$149K -706 -17%
FPTW
882
Franklin, Parlapiano, Turner & Welch
Texas
$716K – – –
GSWM
883
Golden State Wealth Management
California
$716K +$103K +489 +17%
MFA
884
Mayflower Financial Advisors
Massachusetts
$714K -$6.74K -32 -1%
IFG
885
Independent Financial Group
California
$713K +$64.9K +308 +10%
NSIM
886
North Star Investment Management
Illinois
$713K +$30.8K +146 +5%
TI
887
tru Independence
Oregon
$703K +$692K +3,284 New
AC
888
Abbrea Capital
California
$701K – – –
SFG
889
StrategIQ Financial Group
Indiana
$699K -$21.1K -100 -3%
GG
890
Gofen & Glossberg
Illinois
$699K – – –
SAM
891
Secure Asset Management
Michigan
$698K -$140K -663 -17%
RHBC
892
R.H. Bluestein & Co
Michigan
$693K – – –
ZB
893
Zions Bancorporation
Utah
$688K +$678K +3,216 New
FHC
894
First Horizon Corporation
Tennessee
$686K +$41.7K +198 +7%
RC
895
RegentAtlantic Capital
New Jersey
$686K +$327K +1,552 +94%
CIA
896
Capital Investment Advisors
Georgia
$681K -$34.1K -162 -5%
CFO
897
CVA Family Office
Colorado
$678K – – –
SWM
898
Stockman Wealth Management
Montana
$678K – – –
BAS
899
Brown Advisory Securities
Maryland
$673K +$341K +1,618 +106%
CIA
900
Compass Ion Advisors
Pennsylvania
$672K +$51.4K +244 +8%
34 35
36
37 38