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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Cambridge Trust
Massachusetts
$239K +$239K +1,555 New
HT
927
Heritage Trust
Oklahoma
$238K +$14.9K +97 +7%
PWA
928
Physician Wealth Advisors
Utah
$236K -$5.07K -33 -2%
EA
929
Evergreen Advisors
Tennessee
$236K +$307 +2 +0.1%
FCBT
930
First Citizens Bank & Trust
North Carolina
$233K -$99.1K -645 -30%
MBT
931
Montecito Bank & Trust
California
$232K -$7.68K -50 -3%
HH
932
HWG Holdings
Texas
$232K -$2.61K -17 -1%
WWM
933
Western Wealth Management
Colorado
$231K +$231K +1,503 New
PB
934
Pinnacle Bancorp
Nebraska
$230K – – –
KA
935
Kovack Advisors
Florida
$230K +$7.37K +48 +3%
LNWWM
936
Laird Norton Wetherby Wealth Management
California
$229K -$7.68K -50 -3%
BMO
937
Beck Mack & Oliver
New York
$228K – – –
LWCFA
938
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$228K – – –
RG
939
Rikoon Group
New Mexico
$228K +$768 +5 +0.3%
EW
940
Evoke Wealth
California
$227K – – –
UB
941
UMB Bank
Missouri
$226K – – –
WEC
942
Winslow Evans & Crocker
Massachusetts
$225K -$13.1K -85 -6%
RF
943
RHS Financial
California
$224K – – –
VAS
944
Vestmark Advisory Solutions
Massachusetts
$224K – – –
IF
945
Ironwood Financial
Arizona
$223K – – –
RCS
946
Retirement Capital Strategies
California
$222K -$24.9K -162 -10%
DCM
947
Donaldson Capital Management
Indiana
$222K -$13.5K -88 -6%
PAM
948
Private Asset Management
California
$221K +$220K +1,435 New
DOA
949
D'Orazio & Associates
Virginia
$219K +$14.1K +92 +7%
AA
950
Argent Advisors
Louisiana
$219K +$218K +1,422 New
36 37
38
39 40