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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
251
Kingsview Wealth Management
Oregon
$1.08M +$9.54K +72 +0.9%
BAAM
252
Baker Avenue Asset Management
California
$1.08M – – –
WBG
253
Wharton Business Group
Pennsylvania
$1.07M +$29.2K +220 +3%
NL
254
NWAM LLC
Washington
$1.06M +$27.4K +207 +3%
CG
255
Caprock Group
Idaho
$1.02M -$3.98K -30 -0.4%
SEIA
256
Signature Estate & Investment Advisors
California
$1.02M -$24.9K -188 -2%
JPG
257
Jordan Park Group
California
$1.01M – – –
MWM
258
Merriman Wealth Management
Washington
$1.01M -$4.28M -32,290 -81%
SCM
259
Southport Capital Management
Tennessee
$992K +$96K +724 +10%
F
260
F3Logic
Minnesota
$990K +$1.02M +7,671 New
EK
261
Evensky & Katz
Florida
$988K +$1.01M +7,639 New
CCG
262
Chatham Capital Group
Georgia
$985K -$29.8K -225 -3%
MFT
263
Moisand Fitzgerald Tamayo
Florida
$966K -$1.25M -9,439 -56%
WIA
264
Wealthstreet Investment Advisors
Texas
$966K -$23.5K -177 -2%
IA
265
IFG Advisory
Georgia
$960K -$30.1K -227 -3%
ATC
266
Argent Trust Co
Tennessee
$944K -$928 -7 -0.1%
PD
267
Planning Directions
Pennsylvania
$934K +$956K +7,213 New
WAG
268
Winthrop Advisory Group
Massachusetts
$927K -$91.1K -687 -9%
HCIA
269
Hochman Cole Investment Advisors
Illinois
$917K -$41.9K -316 -4%
WI
270
WrapManager Inc
California
$917K -$39.2K -296 -4%
EA
271
Edge Advisors
Georgia
$910K +$37.9K +286 +4%
MHS
272
M Holdings Securities
Oregon
$889K +$43.7K +330 +5%
BRWA
273
B. Riley Wealth Advisors
Florida
$888K +$143K +1,078 +19%
VCAM
274
Van Cleef Asset Management
Ohio
$887K -$5.3K -40 -0.6%
IFWM
275
Institute for Wealth Management
Colorado
$883K -$39.6K -299 -4%
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11
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