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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1176
First Personal Financial Services
North Carolina
$81K -$14.1K -80 -16%
WOC
1177
West Oak Capital
California
$81K – – –
APWA
1178
Atlas Private Wealth Advisors
New Jersey
$81K +$24.9K +141 +51%
HWA
1179
HHM Wealth Advisors
Tennessee
$80K – – –
TAM
1180
Townsend Asset Management
North Carolina
$79K +$4.41K +25 +7%
CYG
1181
Clean Yield Group
Vermont
$72K – – –
WT
1182
Washington Trust
Rhode Island
$72K – – –
PCFFS
1183
Pacific Center for Financial Services
California
$70K – – –
BL
1184
Balentine LLC
Georgia
$68K +$60K +340 +3,091%
CPWM
1185
Cypress Point Wealth Management
Texas
$68K +$61.7K +350 New
OIM
1186
Oder Investment Management
California
$68K +$61.9K +351 New
TH
1187
TCTC Holdings
Texas
$66K – – –
TWM
1188
Tradition Wealth Management
Minnesota
$66K +$59.6K +338 New
CWM
1189
Curi Wealth Management
North Carolina
$66K +$60K +340 New
RPWA
1190
Regent Peak Wealth Advisors
Georgia
$65K +$58.7K +333 New
AIA
1191
Armor Investment Advisors
North Carolina
$65K +$59.1K +335 New
RA
1192
Reby Advisors
Connecticut
$65K +$59.1K +335 New
DAC
1193
Dividend Assets Capital
South Carolina
$64K +$4.94K +28 +9%
MWP
1194
MYCIO Wealth Partners
Pennsylvania
$63K – – –
CTB
1195
Country Trust Bank
Illinois
$60K – – –
AP
1196
Atwood & Palmer
Missouri
$58K -$45.9K -260 -46%
SWM
1197
Selective Wealth Management
Virginia
$58K – – –
APWM
1198
Atlas Private Wealth Management
New York
$56K +$176 +1 +0.3%
BWM
1199
BerganKDV Wealth Management
Minnesota
$54K – – –
AWG
1200
Altus Wealth Group
Colorado
$53K +$48.2K +273 New
46 47
48
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