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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1176
West Oak Capital
California
$81K – – –
APWA
1177
Atlas Private Wealth Advisors
New Jersey
$81K +$24.9K +141 +51%
HWA
1178
HHM Wealth Advisors
Tennessee
$80K – – –
TAM
1179
Townsend Asset Management
North Carolina
$79K +$4.41K +25 +7%
CYG
1180
Clean Yield Group
Vermont
$72K – – –
WT
1181
Washington Trust
Rhode Island
$72K – – –
PCFFS
1182
Pacific Center for Financial Services
California
$70K – – –
BL
1183
Balentine LLC
Georgia
$68K +$60K +340 +3,091%
CPWM
1184
Cypress Point Wealth Management
Texas
$68K +$61.7K +350 New
OIM
1185
Oder Investment Management
California
$68K +$61.9K +351 New
TH
1186
TCTC Holdings
Texas
$66K – – –
TWM
1187
Tradition Wealth Management
Minnesota
$66K +$59.6K +338 New
CWM
1188
Curi Wealth Management
North Carolina
$66K +$60K +340 New
RPWA
1189
Regent Peak Wealth Advisors
Georgia
$65K +$58.7K +333 New
AIA
1190
Armor Investment Advisors
North Carolina
$65K +$59.1K +335 New
RA
1191
Reby Advisors
Connecticut
$65K +$59.1K +335 New
DAC
1192
Dividend Assets Capital
South Carolina
$64K +$4.94K +28 +9%
MWP
1193
MYCIO Wealth Partners
Pennsylvania
$63K – – –
CTB
1194
Country Trust Bank
Illinois
$60K – – –
AP
1195
Atwood & Palmer
Missouri
$58K -$45.9K -260 -46%
SWM
1196
Selective Wealth Management
Virginia
$58K – – –
APWM
1197
Atlas Private Wealth Management
New York
$56K +$176 +1 +0.3%
BWM
1198
BerganKDV Wealth Management
Minnesota
$54K – – –
AWG
1199
Altus Wealth Group
Colorado
$53K +$48.2K +273 New
AA
1200
AlphaMark Advisors
Kentucky
$51K +$45.9K +260 New
46 47
48
49 50