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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1126
Shepherd Financial Partners
Massachusetts
$315K +$310K +1,397 New
DAM
1127
Derbend Asset Management
Georgia
$315K +$310K +1,400 New
IA
1128
IFG Advisory
Georgia
$312K +$307K +1,385 New
SXL
1129
Summit X LLC
Missouri
$311K -$25.7K -116 -8%
WA
1130
WealthTrust Axiom
Pennsylvania
$311K – – –
AIC
1131
Archer Investment Corporation
Indiana
$310K – – –
PFG
1132
Pacific Financial Group
Washington
$309K -$80.2K -362 -21%
PJSIMP
1133
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K +$21.1K +95 +7%
LWCFA
1134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K -$16.6K -75 -5%
TFGT
1135
TS Financial Group (TSFG)
Illinois
$307K +$176K +796 +141%
DWM
1136
Destination Wealth Management
California
$307K +$302K +1,362 New
WAM
1137
WealthTrust Asset Management
Florida
$306K +$301K +1,357 New
FCA
1138
FinTrust Capital Advisors
South Carolina
$305K +$9.09K +41 +3%
BA
1139
BCM Advisors
Louisiana
$301K +$315K +1,420 New
MFWM
1140
Motley Fool Wealth Management
Virginia
$299K -$2.22K -10 -0.7%
OC
1141
Oakworth Capital
Alabama
$298K -$193K -870 -40%
JWM
1142
Jeppson Wealth Management
California
$297K -$5.54K -25 -2%
CAM
1143
Congress Asset Management
Massachusetts
$296K – – –
COCM
1144
Charter Oak Capital Management
New Hampshire
$295K +$38.3K +173 +15%
WW
1145
Waterfront Wealth
Kansas
$294K +$68.5K +309 +31%
SC
1146
Searle & Co
Connecticut
$293K – – –
COF
1147
Capital One Financial
Virginia
$293K +$289K +1,302 New
CAM
1148
Covenant Asset Management
New Jersey
$291K – – –
NCG
1149
Newport Capital Group
New Jersey
$288K – – –
GEA
1150
Glen Eagle Advisors
New Jersey
$288K – – –
44 45
46
47 48