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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
926
Physician Wealth Advisors
Utah
$240K +$203K +1,512 New
BIM
927
Baldwin Investment Management
Pennsylvania
$240K +$221K +1,644 New
ACA
928
Atlas Capital Advisors
Wyoming
$238K -$1.42M -10,548 -87%
ECG
929
EPIQ Capital Group
California
$234K +$215K +1,604 New
TI
930
Trexquant Investment
Connecticut
$232K -$256K -1,909 -55%
RCS
931
Retirement Capital Strategies
California
$230K +$212K +1,578 New
SF
932
Summit Financial
New Jersey
$229K +$211K +1,569 New
FA
933
FCG Advisors
New Jersey
$228K -$59.2K -441 -22%
MBT
934
Montecito Bank & Trust
California
$227K -$69K -514 -25%
AF
935
Alerus Financial
North Dakota
$227K +$210K +1,561 New
UB
936
UMB Bank
Missouri
$226K -$273K -2,031 -57%
ACP
937
Aveo Capital Partners
Colorado
$225K -$772K -5,746 -79%
WEC
938
Winslow Evans & Crocker
Massachusetts
$225K -$68.1K -507 -25%
LNWWM
939
Laird Norton Wetherby Wealth Management
California
$225K +$207K +1,543 New
DCM
940
Donaldson Capital Management
Indiana
$224K -$187K -1,389 -48%
RFA
941
Reilly Financial Advisors
California
$224K – – –
TC
942
TownSquare Capital
Utah
$224K +$209K +1,560 New
HH
943
HWG Holdings
Texas
$223K +$205K +1,527 New
EA
944
Evergreen Advisors
Tennessee
$223K +$205K +1,529 New
RTS
945
Round Table Services
New Jersey
$223K +$206K +1,532 New
SBF
946
Sara-Bay Financial
Florida
$223K +$206K +1,533 New
HKAM
947
Horizon Kinetics Asset Management
New York
$221K -$93.6K -697 -32%
DDC
948
DF Dent & Co
Maryland
$221K +$203K +1,515 New
WIM
949
Westside Investment Management
California
$220K -$23.6K -176 -2%
PB
950
Pinnacle Bancorp
Nebraska
$218K +$57.1K +425 +40%
36 37
38
39 40