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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
951
Harvest Group Wealth Management
Massachusetts
$412K +$1.76K +10 +0.5%
BFM
952
Boston Financial Management
Massachusetts
$412K +$5.29K +30 +1%
ACM
953
Armbruster Capital Management
New York
$411K +$81.1K +460 +28%
AP
954
Appleton Partners
Massachusetts
$409K +$40.6K +230 +12%
RB
955
Renasant Bank
Mississippi
$409K +$370K +2,100 New
FHA
956
First Horizon Advisors
Tennessee
$408K -$2.12K -12 -0.6%
AWM
957
AllSquare Wealth Management
New York
$405K -$175K -992 -32%
SNBOSCI
958
Security National Bank of Sioux City Iowa
Iowa
$405K +$132K +750 +56%
RMCM
959
Reynders McVeigh Capital Management
Massachusetts
$403K -$43.2K -245 -11%
EWM
960
Evermay Wealth Management
Virginia
$403K – – –
FWIA
961
Fort Washington Investment Advisors
Ohio
$402K -$79.4K -450 -18%
RWRC
962
R.W. Roge & Company
New York
$401K -$12.5K -71 -3%
DLCIG
963
D.L. Carlson Investment Group
New Hampshire
$401K – – –
PCM
964
Pennsylvania Capital Management
Pennsylvania
$401K +$344K +1,952 New
CB
965
Community Bank
New York
$398K -$3.17K -18 -0.9%
LOPW
966
Live Oak Private Wealth
North Carolina
$395K +$2.29K +13 +0.6%
CFG
967
Cooper Financial Group
California
$395K +$358K +2,030 New
TLFA
968
True Link Financial Advisors
California
$391K +$354K +2,008 New
MMPW
969
Mitchell McLeod Pugh & Williams
Alabama
$390K +$354K +2,004 New
BUB
970
BBVA USA Bancshares
Texas
$389K -$12.2K -69 -3%
GA
971
Geller Advisors
New York
$389K – – –
VNA
972
Valley National Advisers
Pennsylvania
$388K +$38.5K +218 +12%
MIC
973
Means Investment Company
Maine
$387K +$529 +3 +0.2%
CCM
974
Coe Capital Management
Illinois
$384K -$19.4K -110 -5%
FANJ
975
Financial Architects (New Jersey)
New Jersey
$383K +$55.2K +313 +19%
37 38
39
40 41