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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1226
Evoke Wealth
California
$350K – – –
LFA
1227
LifeGuide Financial Advisors
Pennsylvania
$350K – – –
JCM
1228
Jacobi Capital Management
Pennsylvania
$349K -$3.37K -16 -1%
ECG
1229
EPIQ Capital Group
California
$349K +$1.05K +5 +0.3%
CT
1230
Coastline Trust
Rhode Island
$349K +$24.2K +115 +8%
AIP
1231
Almanack Investment Partners
Pennsylvania
$348K +$114K +540 +49%
RRC
1232
Relaxing Retirement Coach
Massachusetts
$345K – – –
ME
1233
McIlrath & Eck
Washington
$345K +$25.3K +120 +8%
TW
1234
TrinityPoint Wealth
Connecticut
$343K -$18.3K -87 -5%
DACG
1235
Donor Advised Charitable Giving
California
$343K – – –
HCM
1236
Hall Capital Management
Rhode Island
$342K -$632 -3 -0.2%
TCM
1237
Tradewinds Capital Management
Washington
$339K – – –
CG
1238
Cutler Group
California
$338K -$136K -645 -29%
RCG
1239
Resource Consulting Group
Florida
$338K +$335K +1,590 New
ACA
1240
Atlas Capital Advisors
Wyoming
$336K -$4K -19 -1%
PAMG
1241
Patton Albertson Miller Group
Tennessee
$335K -$8.42K -40 -2%
FAG
1242
Fortitude Advisory Group
Washington
$334K +$18.9K +90 +6%
SAM
1243
Silvercrest Asset Management
New York
$333K -$1.68K -8 -0.5%
HIC
1244
Holderness Investments Company
North Carolina
$333K +$329K +1,565 New
FMTC
1245
Farmers & Merchants Trust Company
California
$332K – – –
ACM
1246
Advisors Capital Management
New Jersey
$332K +$21.1K +100 +7%
DAM
1247
Derbend Asset Management
Georgia
$330K – – –
WFA
1248
WMG Financial Advisors
Tennessee
$329K +$35.4K +168 +12%
RMC
1249
Resources Management Corp
Connecticut
$328K -$163K -775 -33%
SCA
1250
Strategic Capital Advisers
Colorado
$328K +$211 +1 +0.1%
48 49
50
51 52