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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
976
Oppenheimer Asset Management
New York
$503K -$18.3K -87 -4%
TC
977
Trilogy Capital
California
$500K +$492K +2,335 New
ACA
978
Atlas Capital Advisors
Wyoming
$496K +$102K +482 +26%
SFS
979
Strategic Financial Services
New York
$493K -$16.4K -78 -3%
BCA
980
Biltmore Capital Advisors
New Jersey
$493K +$252K +1,195 +108%
CT
981
Cambridge Trust
Massachusetts
$492K +$157K +745 +48%
DDC
982
DF Dent & Co
Maryland
$489K -$76.5K -363 -14%
RM
983
Resource Management
Louisiana
$487K +$220K +1,043 +85%
SVWAG
984
Sound View Wealth Advisors Group
Georgia
$487K +$479K +2,276 New
HIA
985
Harbor Investment Advisory
Maryland
$486K -$1.69K -8 -0.4%
MG
986
Mather Group
Illinois
$483K -$30.3K -144 -6%
HWA
987
Heritage Wealth Advisors
Virginia
$482K – – –
UR
988
USCA RIA
Texas
$482K -$52.7K -250 -10%
ECM
989
EagleClaw Capital Management
Massachusetts
$482K – – –
SBH
990
Segall Bryant & Hamill
Illinois
$475K +$11K +52 +2%
SFG
991
SNS Financial Group
Minnesota
$473K -$45.9K -218 -9%
CAM
992
Carret Asset Management
New York
$471K – – –
MWA
993
Moser Wealth Advisors
Washington
$471K – – –
OC
994
Oakworth Capital
Alabama
$469K – – –
NAMM
995
NorthStar Asset Management (Massachusetts)
Massachusetts
$467K +$459K +2,181 New
LGA
996
Lebenthal Global Advisors
New York
$460K – – –
IFG
997
Investors Financial Group
Minnesota
$460K +$115K +546 +34%
ACM
998
Armbruster Capital Management
New York
$459K +$6.74K +32 +2%
NPF
999
Norris Perne & French
Michigan
$457K – – –
TSS
1000
Two Sigma Securities
New York
$457K +$450K +2,136 New
38 39
40
41 42