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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
251
Baker Avenue Asset Management
California
$1.1M +$12.6K +97 +1%
KWM
252
Kingsview Wealth Management
Oregon
$1.1M +$179K +1,373 +20%
CG
253
Caprock Group
Idaho
$1.09M -$10K -77 -1%
BSB
254
Bangor Savings Bank
Maine
$1.08M +$44.4K +341 +4%
MGIA
255
Moneta Group Investment Advisors
Missouri
$1.08M +$24.9K +191 +2%
UB
256
UMB Bank
Missouri
$1.08M +$486K +3,735 +85%
SEIA
257
Signature Estate & Investment Advisors
California
$1.07M -$22.1K -170 -2%
WBG
258
Wharton Business Group
Pennsylvania
$1.07M – – –
NL
259
NWAM LLC
Washington
$1.06M +$5.34K +41 +0.5%
ACM
260
Armbruster Capital Management
New York
$1.05M +$41.4K +318 +4%
SWP
261
Stratos Wealth Partners
Ohio
$1.04M -$650K -4,997 -39%
WAG
262
Winthrop Advisory Group
Massachusetts
$1.04M +$1.01M +7,768 New
CCG
263
Chatham Capital Group
Georgia
$1.04M -$6.51K -50 -0.6%
JPG
264
Jordan Park Group
California
$1.04M +$1.02M +7,821 New
WIA
265
Wealthstreet Investment Advisors
Texas
$1.01M +$994K +7,638 New
IA
266
IFG Advisory
Georgia
$1M +$923K +7,095 New
HCIA
267
Hochman Cole Investment Advisors
Illinois
$983K +$151K +1,158 +19%
WI
268
WrapManager Inc
California
$980K +$8.2K +63 +0.9%
ATC
269
Argent Trust Co
Tennessee
$969K -$48.8K -375 -5%
VDFA
270
Vickerman & Driscoll Financial Advisors
Washington
$959K +$940K +7,224 New
IFWM
271
Institute for Wealth Management
Colorado
$938K -$58.7K -451 -6%
VA
272
Valmark Advisers
Ohio
$926K +$908K +6,974 New
SCM
273
Southport Capital Management
Tennessee
$921K +$306K +2,352 +51%
VCAM
274
Van Cleef Asset Management
Ohio
$916K +$651 +5 +0.1%
EA
275
Edge Advisors
Georgia
$896K +$26.2K +201 +3%
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