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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
276
Institute for Wealth Management
Colorado
$883K -$39.6K -299 -4%
CCP
277
Corient Capital Partners
California
$883K +$26.9K +203 +3%
TCM
278
Telos Capital Management
California
$871K +$5.3K +40 +0.6%
ASN
279
Advisory Services Network
Georgia
$871K +$115K +864 +15%
TDC
280
Thompson Davis & Co
Virginia
$868K +$41.9K +316 +5%
HFA
281
Huber Financial Advisors
Illinois
$868K +$97.3K +734 +12%
AWM
282
AE Wealth Management
Kansas
$862K +$165K +1,244 +23%
GWM
283
Geneos Wealth Management
Colorado
$858K +$136K +1,024 +18%
SBSB
284
Sullivan, Bruyette, Speros & Blaney
Virginia
$848K +$26.9K +203 +3%
AI
285
Atria Investments
North Carolina
$840K +$8.22K +62 +1%
WTFG
286
Wells Trecaso Financial Group
Ohio
$838K +$257K +1,940 +43%
ACM
287
Armbruster Capital Management
New York
$836K -$193K -1,453 -18%
FANJ
288
Financial Architects (New Jersey)
New Jersey
$825K +$313K +2,364 +59%
OFS
289
Orrstown Financial Services
Pennsylvania
$811K -$312K -2,352 -27%
NF
290
Nikulski Financial
Iowa
$806K +$254K +1,916 +44%
RGC
291
Roberts, Glore & Co
Illinois
$798K +$385K +2,904 +89%
ADL
292
Asset Dedication LLC
California
$786K +$59.1K +446 +8%
FI
293
FormulaFolio Investments
Michigan
$782K -$40.3K -304 -5%
CIC
294
Cutler Investment Counsel
Oregon
$776K -$492K -3,712 -38%
CF
295
Corrigan Financial
Rhode Island
$757K -$33.3K -251 -4%
CTC
296
Central Trust Company
Missouri
$752K -$13.3K -100 -2%
BAC
297
Boys Arnold & Co
North Carolina
$744K +$126K +952 +20%
VDFA
298
Vickerman & Driscoll Financial Advisors
Washington
$741K -$198K -1,495 -21%
PA
299
Parallel Advisors
California
$740K -$5.57K -42 -0.7%
SIAS
300
Shine Investment Advisory Services
Colorado
$740K – – –
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