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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1176
Colonial River Investments
Virginia
$241K +$237K +1,125 New
HT
1177
Heritage Trust
Oklahoma
$237K -$42.1K -200 -15%
GC
1178
Grimes & Company
Massachusetts
$237K +$233K +1,106 New
PI
1179
PFS Investments
Georgia
$236K +$232K +1,101 New
TF
1180
TimeScale Financial
Massachusetts
$235K -$1.69K -8 -0.7%
HCM
1181
Howland Capital Management
Massachusetts
$235K – – –
NAM
1182
NTV Asset Management
West Virginia
$235K – – –
AFA
1183
Arlington Financial Advisors
California
$235K +$231K +1,097 New
FIM
1184
Fernwood Investment Management
Massachusetts
$233K -$37.9K -180 -14%
PL
1185
Parthenon LLC
Kentucky
$231K -$81.3K -386 -26%
CF
1186
Corrigan Financial
Rhode Island
$231K -$2.53K -12 -1%
PAM
1187
Private Asset Management
California
$225K -$78.6K -373 -26%
CMP
1188
Courage Miller Partners
Virginia
$225K +$4.63K +22 +2%
MIM
1189
Moseley Investment Management
Florida
$223K +$219K +1,041 New
LBC
1190
Lowe Brockenbrough & Co
Virginia
$223K +$220K +1,043 New
RF
1191
RHS Financial
California
$221K -$88.7K -421 -29%
RCS
1192
Retirement Capital Strategies
California
$219K -$83K -394 -28%
MAA
1193
Matrix Asset Advisors
New York
$218K +$215K +1,019 New
WW
1194
Waterfront Wealth
Kansas
$217K +$210K +997 New
WFA
1195
Wipfli Financial Advisors
Wisconsin
$216K +$213K +1,010 New
IWP
1196
IAG Wealth Partners
Wisconsin
$214K -$53.5K -254 -20%
RIL
1197
Rothschild Investment LLC
Illinois
$214K +$211K +1,000 New
SDAM
1198
Shulman DeMeo Asset Management
New York
$214K +$211K +1,000 New
GWSG
1199
GPS Wealth Strategies Group
Colorado
$214K +$211K +1,002 New
RE
1200
RBC Europe
United Kingdom
$212K +$6.74K +32 +3%
46 47
48
49 50