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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
351
Client 1st Advisory Group
Florida
$968K +$936K +7,063 New
PTC
352
Private Trust Company
Ohio
$949K +$291K +2,194 +46%
CCG
353
Chatham Capital Group
Georgia
$947K – – –
CT
354
Caldwell Trust
Florida
$944K +$912K +6,884 New
PBF
355
Petix & Botte Financial
California
$939K +$906K +6,842 New
OIA
356
OneDigital Investment Advisors
Kansas
$928K +$33.7K +254 +4%
HFA
357
Huber Financial Advisors
Illinois
$923K -$16.6K -125 -2%
CFB
358
Cullen/Frost Bankers
Texas
$917K -$3.97K -30 -0.4%
BAAM
359
Baker Avenue Asset Management
California
$898K -$26.5K -200 -3%
PCM
360
Parsons Capital Management
Rhode Island
$894K +$29.9K +226 +4%
WB
361
WesBanco Bank
West Virginia
$888K +$9.14K +69 +1%
JIC
362
Joel Isaacson & Co
New York
$887K -$332K -2,508 -28%
RIA
363
Regal Investment Advisors
Michigan
$886K +$130K +983 +18%
KTM
364
Keeler Thomas Management
Utah
$879K -$939K -7,090 -99%
EVM
365
Eaton Vance Management
Massachusetts
$879K +$3.31K +25 +0.4%
RA
366
Riversedge Advisors
Delaware
$877K +$102K +769 +14%
DIA
367
Davidson Investment Advisors
Montana
$876K – – –
BOPW
368
Brandywine Oak Private Wealth
Pennsylvania
$870K +$129K +975 +18%
ACS
369
Archford Capital Strategies
Illinois
$869K +$15.2K +115 +2%
HCIA
370
Hochman Cole Investment Advisors
Illinois
$864K -$29.3K -221 -3%
BWM
371
BCS Wealth Management
Tennessee
$864K +$835K +6,303 New
TPCW
372
TD Private Client Wealth
New York
$861K +$833K +6,284 New
JPG
373
Jordan Park Group
California
$849K -$25.3K -191 -3%
CTC
374
Central Trust Company
Missouri
$835K -$69.7K -526 -8%
AIA
375
Angeles Investment Advisors
California
$829K – – –
13 14
15
16 17