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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
326
Armbruster Capital Management
New York
$737K +$2.15K +17 +0.3%
WIA
327
Wealthstreet Investment Advisors
Texas
$729K -$62.4K -493 -8%
SBSB
328
Sullivan, Bruyette, Speros & Blaney
Virginia
$727K -$24K -190 -3%
FWP
329
FAS Wealth Partners
Kansas
$726K -$729K -5,760 -47%
KP
330
Keel Point
Alabama
$724K -$37.1K -293 -4%
IWM
331
IHT Wealth Management
Illinois
$709K +$54.7K +432 +7%
AOWM
332
Alpha Omega Wealth Management
Virginia
$709K +$578K +4,565 +277%
CWM
333
Capital Wealth Management
Rhode Island
$701K +$220K +1,739 +39%
MFS
334
McNamara Financial Services
Massachusetts
$692K – – –
PA
335
PFG Advisors
Arizona
$691K -$28K -221 -4%
AIA
336
Angeles Investment Advisors
California
$689K +$765K +6,045 New
PCM
337
Parsons Capital Management
Rhode Island
$685K +$36.8K +291 +5%
MBA
338
McQueen Ball & Associates
Pennsylvania
$681K +$6.71K +53 +0.9%
CAM
339
Cresset Asset Management
Illinois
$680K +$754K +5,960 New
CWAG
340
Compton Wealth Advisory Group
Virginia
$678K +$752K +5,946 New
CIC
341
Cutler Investment Counsel
Oregon
$676K -$16.4K -130 -2%
EVM
342
Eaton Vance Management
Massachusetts
$669K -$6.2K -49 -0.8%
AIM
343
AMI Investment Management
Indiana
$666K – – –
SKK
344
Shepherd Kaplan Krochuk
Massachusetts
$665K -$1.34M -10,574 -64%
SIAS
345
Shine Investment Advisory Services
Colorado
$652K – – –
BOH
346
Bank of Hawaii
Hawaii
$646K +$32.3K +255 +5%
NFG
347
Nations Financial Group
Iowa
$642K +$117K +922 +20%
JIC
348
Johnson Investment Counsel
Ohio
$641K -$3.54K -28 -0.5%
IA
349
IFG Advisory
Georgia
$640K -$273K -2,158 -30%
LFA
350
Landmark Financial Advisors
Kentucky
$639K +$38K +300 +6%
12 13
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