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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
901
Price Wealth
Texas
$65K – – –
WOC
902
West Oak Capital
California
$65K – – –
TCM
903
Tradewinds Capital Management
Washington
$63K – – –
FPFS
904
First Personal Financial Services
North Carolina
$62K +$48.7K +315 +394%
CBT
905
Central Bank & Trust
Kentucky
$60K -$2.94K -19 -5%
PCM
906
Princeton Capital Management
New Jersey
$60K – – –
SBA
907
Secrest Blakey & Associates
North Carolina
$57K +$55.9K +362 New
PCFFS
908
Pacific Center for Financial Services
California
$56K – – –
CWM
909
Consultiva Wealth Management
Puerto Rico
$53K +$36.3K +235 New
LWA
910
Lenox Wealth Advisors
New York
$52K -$169K -1,096 -77%
RCA
911
Rowland Carmichael Advisors
Arizona
$51K – – –
CTB
912
Country Trust Bank
Illinois
$48K – – –
CAGAS
913
Capital Advisory Group Advisory Services
Minnesota
$41K – – –
WC
914
Whitnell & Co
Illinois
$40K – – –
BWM
915
Baystate Wealth Management
Massachusetts
$39K – – –
LIA
916
LS Investment Advisors
Michigan
$39K – – –
AIA
917
Arcadia Investment Advisors
Idaho
$33.4K – – –
ME
918
McIlrath & Eck
Washington
$32K – – –
HWA
919
Heritage Wealth Advisors
Virginia
$26.4K +$26K +168 New
RIA
920
Realta Investment Advisors
Delaware
$26K +$17.3K +112 +229%
LGWM
921
Litman Gregory Wealth Management
California
$24K +$7.73K +50 +47%
CH
922
Canton Hathaway
Rhode Island
$23K – – –
HDIM
923
Hanson & Doremus Investment Management
Vermont
$23K – – –
SNT
924
Security National Trust
West Virginia
$23K – – –
WCG
925
Weaver Consulting Group
California
$23K – – –
35 36
37
38 39