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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
326
Keel Point
Alabama
$724K -$37.1K -293 -4%
IWM
327
IHT Wealth Management
Illinois
$709K +$54.7K +432 +7%
AOWM
328
Alpha Omega Wealth Management
Virginia
$709K +$578K +4,565 +277%
CWM
329
Capital Wealth Management
Rhode Island
$701K +$220K +1,739 +39%
MFS
330
McNamara Financial Services
Massachusetts
$692K – – –
PA
331
PFG Advisors
Arizona
$691K -$28K -221 -4%
AIA
332
Angeles Investment Advisors
California
$689K +$765K +6,045 New
PCM
333
Parsons Capital Management
Rhode Island
$685K +$36.8K +291 +5%
MBA
334
McQueen Ball & Associates
Pennsylvania
$681K +$6.71K +53 +0.9%
CAM
335
Cresset Asset Management
Illinois
$680K +$754K +5,960 New
CWAG
336
Compton Wealth Advisory Group
Virginia
$678K +$752K +5,946 New
CIC
337
Cutler Investment Counsel
Oregon
$676K -$16.4K -130 -2%
EVM
338
Eaton Vance Management
Massachusetts
$669K -$6.2K -49 -0.8%
AIM
339
AMI Investment Management
Indiana
$666K – – –
SKK
340
Shepherd Kaplan Krochuk
Massachusetts
$665K -$1.34M -10,574 -64%
SIAS
341
Shine Investment Advisory Services
Colorado
$652K – – –
BOH
342
Bank of Hawaii
Hawaii
$646K +$32.3K +255 +5%
NFG
343
Nations Financial Group
Iowa
$642K +$117K +922 +20%
JIC
344
Johnson Investment Counsel
Ohio
$641K -$3.54K -28 -0.5%
IA
345
IFG Advisory
Georgia
$640K -$273K -2,158 -30%
LFA
346
Landmark Financial Advisors
Kentucky
$639K +$38K +300 +6%
MHS
347
M Holdings Securities
Oregon
$618K -$54.8K -433 -7%
OFS
348
Orrstown Financial Services
Pennsylvania
$612K -$59.7K -472 -8%
GJIC
349
Gamble Jones Investment Counsel
California
$609K +$8.48K +67 +1%
RC
350
RegentAtlantic Capital
New Jersey
$608K -$62.1K -491 -8%
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