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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
951
NorthRock Partners
Minnesota
$217K +$216K +1,409 New
FNBOMD
952
First National Bank of Mount Dora
Florida
$216K – – –
OPCM
953
Osborne Partners Capital Management
California
$215K – – –
CAM
954
Covenant Asset Management
New Jersey
$214K – – –
LA
955
LVW Advisors
New York
$214K +$213K +1,389 New
FA
956
FC Advisory
Pennsylvania
$214K +$214K +1,394 New
IWP
957
IAG Wealth Partners
Wisconsin
$212K -$50.7K -330 -19%
SAM
958
Silvercrest Asset Management
New York
$212K – – –
WA
959
WealthTrust Axiom
Pennsylvania
$212K – – –
HS
960
Horan Securities
United States
$211K -$15.7K -102 -7%
JWM
961
Jeppson Wealth Management
California
$211K +$211K +1,372 New
BIM
962
Baldwin Investment Management
Pennsylvania
$207K -$45.9K -299 -18%
FIM
963
Fernwood Investment Management
Massachusetts
$205K -$18.9K -123 -8%
OC
964
Oarsman Capital
Wisconsin
$205K -$17.4K -113 -8%
EWM
965
Elmwood Wealth Management
California
$205K – – –
SNBOSCI
966
Security National Bank of Sioux City Iowa
Iowa
$205K +$204K +1,331 New
VI
967
Vestcor Inc
New Brunswick, Canada
$204K – – –
EP
968
Eudaimonia Partners
Tennessee
$204K +$22.7K +148 +13%
PFGIA
969
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$57.8K +376 +40%
CAM
970
Congress Asset Management
Massachusetts
$202K +$202K +1,315 New
CAM
971
Crestone Asset Management
Colorado
$201K +$201K +1,306 New
SC
972
Searle & Co
Connecticut
$200K +$200K +1,300 New
AIC
973
Archer Investment Corporation
Indiana
$198K -$10.4K -68 -5%
RCM
974
Rain Capital Management
Oregon
$197K – – –
PFSC
975
Peoples Financial Services Corp
Pennsylvania
$186K +$5.22K +34 +3%
37 38
39
40 41