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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
976
Trilogy Capital
California
$500K +$492K +2,335 New
ACA
977
Atlas Capital Advisors
Wyoming
$496K +$102K +482 +26%
SFS
978
Strategic Financial Services
New York
$493K -$16.4K -78 -3%
BCA
979
Biltmore Capital Advisors
New Jersey
$493K +$252K +1,195 +108%
CT
980
Cambridge Trust
Massachusetts
$492K +$157K +745 +48%
DDC
981
DF Dent & Co
Maryland
$489K -$76.5K -363 -14%
RM
982
Resource Management
Louisiana
$487K +$220K +1,043 +85%
SVWAG
983
Sound View Wealth Advisors Group
Georgia
$487K +$479K +2,276 New
HIA
984
Harbor Investment Advisory
Maryland
$486K -$1.69K -8 -0.4%
MG
985
Mather Group
Illinois
$483K -$30.3K -144 -6%
HWA
986
Heritage Wealth Advisors
Virginia
$482K – – –
UR
987
USCA RIA
Texas
$482K -$52.7K -250 -10%
ECM
988
EagleClaw Capital Management
Massachusetts
$482K – – –
SBH
989
Segall Bryant & Hamill
Illinois
$475K +$11K +52 +2%
SFG
990
SNS Financial Group
Minnesota
$473K -$45.9K -218 -9%
CAM
991
Carret Asset Management
New York
$471K – – –
MWA
992
Moser Wealth Advisors
Washington
$471K – – –
OC
993
Oakworth Capital
Alabama
$469K – – –
NAMM
994
NorthStar Asset Management (Massachusetts)
Massachusetts
$467K +$459K +2,181 New
LGA
995
Lebenthal Global Advisors
New York
$460K – – –
IFG
996
Investors Financial Group
Minnesota
$460K +$115K +546 +34%
ACM
997
Armbruster Capital Management
New York
$459K +$6.74K +32 +2%
NPF
998
Norris Perne & French
Michigan
$457K – – –
TSS
999
Two Sigma Securities
New York
$457K +$450K +2,136 New
KA
1000
Kovack Advisors
Florida
$455K +$58.8K +279 +15%
38 39
40
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