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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
201
Legacy Private Trust
Wisconsin
$1.4M -$571K -4,882 -27%
EHPM
202
Emery Howard Portfolio Management
California
$1.4M – – –
WA
203
Wealth Architects
California
$1.36M -$11.7K -100 -0.8%
CDIA
204
Capital Directions Investment Advisors
Georgia
$1.32M – – –
HCM
205
HM Capital Management
Missouri
$1.31M +$17.4K +149 +1%
HSA
206
HBK Sorce Advisory
Pennsylvania
$1.28M +$323K +2,765 +30%
CA
207
Cumberland Advisors
Florida
$1.26M +$442K +3,780 +48%
EMA
208
Efficient Market Advisors
California
$1.24M -$188K -1,609 -12%
BAC
209
Boys Arnold & Co
North Carolina
$1.24M +$605K +5,175 +83%
KA
210
Kovack Advisors
Florida
$1.22M +$271K +2,319 +26%
MBT
211
Montecito Bank & Trust
California
$1.19M -$1.43M -12,253 -53%
OC
212
Oarsman Capital
Wisconsin
$1.18M +$34.3K +293 +3%
CWM
213
Cranbrook Wealth Management
Michigan
$1.17M +$152K +1,302 +14%
PMG
214
ProVise Management Group
Florida
$1.17M +$125K +1,072 +11%
CCMH
215
Cornerstone Capital Management Holdings
New York
$1.15M +$444K +3,800 +55%
BST
216
Bath Savings Trust
Maine
$1.14M +$4.68K +40 +0.4%
WTB
217
Washington Trust Bank
Washington
$1.14M – – –
CP
218
Camelot Portfolios
Ohio
$1.1M -$19.3K -165 -2%
FCI
219
Financial Counselors Inc
Kansas
$1.1M -$18.7K -160 -2%
WB
220
Webster Bank
Connecticut
$1.1M -$146K -1,252 -11%
PCM
221
Parsons Capital Management
Rhode Island
$1.1M +$24.6K +210 +2%
RIA
222
Regal Investment Advisors
Michigan
$1.07M -$43.9K -375 -4%
SAM
223
Sawgrass Asset Management
Florida
$1.07M – – –
RJT
224
Raymond James Trust
Florida
$1.05M – – –
FWM
225
Focused Wealth Management
New York
$1.04M -$15.6K -133 -1%
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