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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
251
Bay Colony Advisors
Massachusetts
$1.32M -$147K -1,046 -10%
WI
252
WrapManager Inc
California
$1.31M +$337K +2,405 +34%
RJT
253
Raymond James Trust
Florida
$1.31M – – –
BCM
254
BTC Capital Management
Iowa
$1.25M +$1.26M +8,986 New
BC
255
Burney Company
Virginia
$1.25M -$75.9K -541 -6%
CA
256
CapWealth Advisors
Tennessee
$1.23M +$696K +4,963 +128%
FI
257
FormulaFolio Investments
Michigan
$1.23M +$404K +2,884 +49%
GA
258
GFS Advisors
Texas
$1.22M -$108K -773 -8%
BRWA
259
B. Riley Wealth Advisors
Florida
$1.21M +$86.1K +614 +8%
IWA
260
Intercontinental Wealth Advisors
Texas
$1.2M – – –
BP
261
Ballentine Partners
Massachusetts
$1.17M -$3.08K -22 -0.3%
SCM
262
Southport Capital Management
Tennessee
$1.17M +$21K +150 +2%
BAAM
263
Baker Avenue Asset Management
California
$1.16M – – –
TIM
264
Tortoise Investment Management
New York
$1.16M +$113K +806 +11%
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$1.16M -$20.3K -145 -2%
AWA
266
Arete Wealth Advisors
Illinois
$1.15M -$25K -178 -2%
UA
267
Unison Advisors
District of Columbia
$1.14M -$1.26K -9 -0.1%
WBG
268
Wharton Business Group
Pennsylvania
$1.11M -$40K -285 -3%
NAMP
269
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.11M -$123K -875 -10%
NL
270
NWAM LLC
Washington
$1.1M -$49.1K -350 -4%
CG
271
Caprock Group
Idaho
$1.1M -$7.29K -52 -0.7%
GWM
272
Geneos Wealth Management
Colorado
$1.1M +$75.4K +538 +7%
IA
273
IFG Advisory
Georgia
$1.1M +$43.5K +310 +5%
KWM
274
Kingsview Wealth Management
Oregon
$1.1M +$53.3K +380 +5%
PD
275
Planning Directions
Pennsylvania
$1.09M +$34.5K +246 +3%
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