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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1226
Montag & Caldwell
Georgia
$221K +$217K +980 New
AA
1227
AlphaMark Advisors
Kentucky
$220K – – –
SAM
1228
Synergy Asset Management
Washington
$219K +$665 +3 +0.3%
KFS
1229
Kelly Financial Services
Massachusetts
$219K +$209K +942 +3,248%
SBF
1230
Sara-Bay Financial
Florida
$216K +$6.21K +28 +3%
BMM
1231
Buffington Mohr McNeal
Idaho
$215K – – –
WPW
1232
Waldron Private Wealth
Pennsylvania
$215K – – –
GC
1233
Grimes & Company
Massachusetts
$212K -$36.6K -165 -15%
SCM
1234
Southport Capital Management
Tennessee
$212K +$222 +1 +0.1%
CWM
1235
Chicago Wealth Management
Illinois
$210K +$206K +930 New
EGA
1236
Eagle Global Advisors
Texas
$210K +$206K +930 New
GFS
1237
GYL Financial Synergies
Connecticut
$206K +$202K +913 New
STA
1238
Summit Trail Advisors
New York
$205K -$60.7K -274 -23%
FPGK
1239
Financial Partners Group (Kansas)
Kansas
$205K +$202K +910 New
NP
1240
NorthRock Partners
Minnesota
$204K +$201K +907 New
BCM
1241
Breiter Capital Management
Florida
$203K +$199K +900 New
PIM
1242
Provident Investment Management
Michigan
$203K +$199K +900 New
APW
1243
Austin Private Wealth
Texas
$201K +$197K +891 New
NB
1244
NBT Bank
New York
$201K +$198K +893 New
HR
1245
Howe & Rusling
New York
$200K – – –
PIA
1246
Perennial Investment Advisors
California
$200K +$197K +887 New
SA
1247
Silversage Advisors
California
$200K +$197K +888 New
VI
1248
Vestcor Inc
New Brunswick, Canada
$188K – – –
IWP
1249
IAG Wealth Partners
Wisconsin
$173K -$52.1K -235 -24%
NSB
1250
Norway Savings Bank
Maine
$170K -$11.1K -50 -6%
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