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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1226
Carret Asset Management
New York
$384K – – –
ECM
1227
EagleClaw Capital Management
Massachusetts
$384K – – –
MAM
1228
Meeder Asset Management
Ohio
$384K +$13.4K +59 +4%
FA
1229
FC Advisory
Pennsylvania
$384K +$48.6K +214 +14%
RW
1230
RVW Wealth
California
$384K +$111K +490 +40%
PCIA
1231
Prime Capital Investment Advisors
Kansas
$384K +$386K +1,699 New
COCM
1232
Charter Oak Capital Management
New Hampshire
$381K +$61.6K +271 +19%
MA
1233
MBA Advisors
Pennsylvania
$379K – – –
AA
1234
Advisory Alpha
Michigan
$378K -$725K -3,190 -66%
PFPT
1235
Pinnacle Financial Partners (Tennessee)
Tennessee
$378K +$94.1K +414 +33%
CS
1236
Credit Suisse
Switzerland
$377K +$122K +539 +48%
JCM
1237
Jacobi Capital Management
Pennsylvania
$375K +$10.2K +45 +3%
EW
1238
Evoke Wealth
California
$373K – – –
IA
1239
IFG Advisory
Georgia
$372K +$41.4K +182 +12%
LFA
1240
LifeGuide Financial Advisors
Pennsylvania
$372K +$374K +1,645 New
FNBOMD
1241
First National Bank of Mount Dora
Florida
$371K +$8.86K +39 +2%
ECG
1242
EPIQ Capital Group
California
$370K +$1.59K +7 +0.4%
GIA
1243
Guyasuta Investment Advisors
Pennsylvania
$369K – – –
RRC
1244
Relaxing Retirement Coach
Massachusetts
$366K – – –
DACG
1245
Donor Advised Charitable Giving
California
$365K -$783K -3,447 -68%
SWM
1246
Southern Wealth Management
Texas
$365K -$782K -3,441 -68%
PAMG
1247
Patton Albertson Miller Group
Tennessee
$365K +$227 +1 +0.1%
F
1248
F3Logic
Minnesota
$365K +$24.5K +108 +7%
HCM
1249
Hall Capital Management
Rhode Island
$364K +$366K +1,611 New
MTC
1250
McDaniel Terry & Co
Texas
$362K +$364K +1,600 New
48 49
50
51 52