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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K – – –
BMO
952
Beck Mack & Oliver
New York
$216K +$199K +1,480 New
HS
953
Horan Securities
United States
$215K -$43.8K -326 -18%
EW
954
Evoke Wealth
California
$215K +$4.7K +35 +2%
RG
955
Rikoon Group
New Mexico
$215K +$198K +1,476 New
FIM
956
Fernwood Investment Management
Massachusetts
$212K +$195K +1,453 New
RF
957
RHS Financial
California
$212K +$195K +1,454 New
VAS
958
Vestmark Advisory Solutions
Massachusetts
$212K +$196K +1,456 New
IF
959
Ironwood Financial
Arizona
$211K – – –
KA
960
Kovack Advisors
Florida
$211K +$194K +1,445 New
OC
961
Oarsman Capital
Wisconsin
$211K +$194K +1,445 New
HT
962
Heritage Trust
Oklahoma
$211K +$195K +1,451 New
EWM
963
Elmwood Wealth Management
California
$205K -$8.73K -65 -4%
FNBOMD
964
First National Bank of Mount Dora
Florida
$204K +$188K +1,400 New
OPCM
965
Osborne Partners Capital Management
California
$204K +$188K +1,400 New
CAM
966
Covenant Asset Management
New Jersey
$203K +$187K +1,393 New
SAM
967
Silvercrest Asset Management
New York
$201K +$185K +1,379 New
WA
968
WealthTrust Axiom
Pennsylvania
$201K +$186K +1,384 New
AIC
969
Archer Investment Corporation
Indiana
$198K +$9.13K +68 +5%
DOA
970
D'Orazio & Associates
Virginia
$195K +$5.37K +40 +3%
VI
971
Vestcor Inc
New Brunswick, Canada
$193K – – –
RCM
972
Rain Capital Management
Oregon
$187K +$11.5K +86 +7%
PFSC
973
Peoples Financial Services Corp
Pennsylvania
$172K -$40.3K -300 -20%
FANJ
974
Financial Architects (New Jersey)
New Jersey
$172K +$7.92K +59 +5%
EP
975
Eudaimonia Partners
Tennessee
$172K +$96.8K +721 +158%
37 38
39
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