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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
951
Patriot Financial Group Insurance Agency
Massachusetts
$581K +$7.76K +35 +1%
BCI
952
Brinker Capital Investments
Pennsylvania
$580K -$24.2K -109 -4%
BCA
953
Biltmore Capital Advisors
New Jersey
$579K +$59.6K +269 +12%
TCOV
954
Trust Company of Vermont
Vermont
$577K -$185K -833 -25%
PCM
955
Pennsylvania Capital Management
Pennsylvania
$577K +$2.22K +10 +0.4%
DWMG
956
DB Wealth Management Group
California
$572K +$134K +604 +31%
CCA
957
Conservest Capital Advisors
Pennsylvania
$571K -$3.99K -18 -0.7%
CPO
958
Cerity Partners OCIO
New York
$571K +$665 +3 +0.1%
WPC
959
Waters Parkerson & Co
Louisiana
$571K +$16.6K +75 +3%
JEST
960
JTC Employer Solutions Trustee
Jersey
$569K +$560K +2,525 New
WCWM
961
Willow Creek Wealth Management
California
$568K -$41.4K -187 -7%
RG
962
Rathbones Group
United Kingdom
$563K – – –
BWM
963
Birchcreek Wealth Management
Ohio
$562K -$94.8K -428 -15%
IA
964
Insight Advisors
Pennsylvania
$562K -$13.3K -60 -2%
PWP
965
Personal Wealth Partners
Minnesota
$559K – – –
SAM
966
SignalPoint Asset Management
Missouri
$559K +$226K +1,019 +70%
RWM
967
Ritholtz Wealth Management
New York
$552K – – –
CT
968
Cambridge Trust
Massachusetts
$551K +$32.6K +147 +6%
WWM
969
Windsor Wealth Management
Indiana
$550K +$80.2K +362 +17%
PL
970
Plancorp LLC
Missouri
$549K -$30.4K -137 -5%
BB
971
Bell Bank
North Dakota
$545K – – –
TW
972
TrinityPoint Wealth
Connecticut
$543K -$36.1K -163 -6%
SVWAG
973
Sound View Wealth Advisors Group
Georgia
$540K +$26.8K +121 +5%
BPC
974
Banque Pictet & Cie
Switzerland
$538K – – –
PNAA
975
Pictet North America Advisors
Switzerland
$538K – – –
37 38
39
40 41