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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1201
Diversified Trust
Tennessee
$419K +$135K +594 +47%
PTC
1202
Philadelphia Trust Company
Pennsylvania
$419K +$422K +1,855 New
WIM
1203
Westside Investment Management
California
$419K +$19.8K +87 +0.9%
DLCIG
1204
D.L. Carlson Investment Group
New Hampshire
$417K -$49.3K -217 -11%
KW
1205
KWB Wealth
California
$416K -$6.13K -27 -1%
LL
1206
LPWM LLC
Minnesota
$416K – – –
FTC
1207
Farmers Trust Company
Ohio
$414K – – –
NRI
1208
NFP Retirement Inc
California
$411K +$8.41K +37 +2%
MBT
1209
Montecito Bank & Trust
California
$408K +$86.3K +380 +27%
CFC
1210
Coyle Financial Counsel
Illinois
$405K -$10.7K -47 -3%
MIC
1211
Means Investment Company
Maine
$405K +$682 +3 +0.2%
IWA
1212
Inspirion Wealth Advisors
Illinois
$404K +$682 +3 +0.2%
C
1213
Certuity
Florida
$402K +$41.8K +184 +12%
KCPG
1214
Kavar Capital Partners Group
Kansas
$401K -$12.3K -54 -3%
CL
1215
COWA LLC
Oklahoma
$400K -$5.68K -25 -1%
DTC
1216
Davidson Trust Company
Washington
$399K +$401K +1,765 New
RMCM
1217
Reynders McVeigh Capital Management
Massachusetts
$398K -$60.9K -268 -13%
TWM
1218
Tolleson Wealth Management
Texas
$398K – – –
GA
1219
Geller Advisors
New York
$396K -$452K -1,988 -53%
T
1220
TRUADVICE
Florida
$396K +$8.41K +37 +2%
EFA
1221
Evernest Financial Advisors
Indiana
$390K +$414K +1,823 New
GAM
1222
Griffin Asset Management
New York
$387K +$37.5K +165 +11%
NDSI
1223
Newman Dignan & Sheerar Inc
Rhode Island
$386K -$47.5K -209 -11%
TW
1224
TrinityPoint Wealth
Connecticut
$384K -$162K -712 -30%
CAM
1225
Carret Asset Management
New York
$384K – – –
47 48
49
50 51