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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
351
Versant Capital Management
Arizona
$284K +$83.9K +683 +42%
RMCM
352
Reynders McVeigh Capital Management
Massachusetts
$282K -$10.2K -83 -3%
KA
353
Kovack Advisors
Florida
$281K – – –
FWP
354
FAS Wealth Partners
Kansas
$279K +$7.13K +58 +3%
CA
355
Clearstead Advisors
Ohio
$276K – – –
NFG
356
Nations Financial Group
Iowa
$276K +$5.04K +41 +2%
CBU
357
CIBC Bank USA
Illinois
$275K – – –
FPCP
358
Fort Point Capital Partners
California
$273K +$273K +2,225 New
JFA
359
JNBA Financial Advisors
Minnesota
$272K -$3.93K -32 -1%
BWFM
360
Bridgewater Wealth & Financial Management
Maryland
$271K – – –
IWM
361
IHT Wealth Management
Illinois
$267K -$14.6K -119 -5%
NFP
362
Narus Financial Partners
Utah
$253K -$21.6K -176 -8%
RG
363
Rathbones Group
United Kingdom
$246K – – –
BDF
364
Balasa Dinverno & Foltz
$245K +$6.14K +50 +3%
RBC
365
Ronald Blue & Co
Georgia
$244K +$860 +7 +0.4%
DAS
366
Dynamic Advisor Solutions
Arizona
$244K +$32.6K +265 +15%
CPSAC
367
Chas P. Smith & Associates (CPS)
Florida
$243K -$23.1K -188 -9%
MCM
368
MAI Capital Management
Ohio
$238K +$246 +2 +0.1%
FIM
369
Frontier Investment Management
Texas
$237K +$237K +1,928 New
AT
370
Arden Trust
Delaware
$236K +$4.91K +40 +2%
DE
371
Day & Ennis
Georgia
$235K +$246 +2 +0.1%
PFA
372
Paradigm Financial Advisors
Missouri
$231K +$10.7K +87 +5%
CWM
373
Concert Wealth Management
California
$230K -$62.8K -511 -21%
CFB
374
Cullen/Frost Bankers
Texas
$227K +$227K +1,845 New
AAM
375
Aureus Asset Management
Massachusetts
$226K – – –
13 14
15
16 17