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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
951
Credit Suisse
Switzerland
$205K -$1.72M -10,826 -90%
PAMG
952
Patton Albertson Miller Group
Tennessee
$205K +$197K +1,236 New
TCM
953
Tandem Capital Management
New Jersey
$205K +$197K +1,237 New
WIP
954
Wellesley Investment Partners
Massachusetts
$205K +$198K +1,241 New
PFGIA
955
Patriot Financial Group Insurance Agency
Massachusetts
$204K -$86.7K -544 -31%
PWA
956
Physician Wealth Advisors
Utah
$202K +$193K +1,210 New
LA
957
LVW Advisors
New York
$202K +$194K +1,217 New
OFS
958
Orrstown Financial Services
Pennsylvania
$201K -$106K -663 -36%
ACA
959
Atlas Capital Advisors
Wyoming
$193K +$319 +2 +0.2%
RCM
960
Rain Capital Management
Oregon
$192K – – –
PFSC
961
Peoples Financial Services Corp
Pennsylvania
$191K – – –
CT
962
Caldwell Trust
Florida
$185K +$178K +1,118 New
PB
963
Pinnacle Bancorp
Nebraska
$182K +$23.9K +150 +16%
SL
964
Salomon & Ludwin
Virginia
$181K – – –
DI
965
Disciplined Investments
Oklahoma
$173K +$166K +1,043 New
CCA
966
Column Capital Advisors
Indiana
$173K +$167K +1,050 New
VI
967
Vestcor Inc
New Brunswick, Canada
$170K +$163K +1,025 New
ACM
968
Allred Capital Management
Texas
$162K +$156K +979 New
EP
969
Eudaimonia Partners
Tennessee
$156K +$150K +939 New
RE
970
RBC Europe
United Kingdom
$154K – – –
FANJ
971
Financial Architects (New Jersey)
New Jersey
$154K -$16.1K -101 -10%
KPCM
972
Kings Point Capital Management
New York
$154K +$69.6K +437 +89%
IFWM
973
Institute for Wealth Management
Colorado
$152K +$146K +916 New
BCA
974
Berman Capital Advisors
Georgia
$147K +$956 +6 +0.7%
NCM
975
Next Capital Management
New York
$146K +$32.7K +205 +30%
37 38
39
40 41