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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
351
Trustmark National Bank Trust Department
Mississippi
$592K -$181K -1,492 -18%
CFB
352
Cullen/Frost Bankers
Texas
$590K -$5.46K -45 -0.7%
SIA
353
Strategic Investment Advisors
Michigan
$590K +$154K +1,268 +24%
C1AG
354
Client 1st Advisory Group
Florida
$589K -$51.7K -426 -6%
AIA
355
Angeles Investment Advisors
California
$584K -$51.8K -427 -7%
CT
356
Caldwell Trust
Florida
$584K -$37.4K -308 -4%
H
357
HoyleCohen
California
$581K -$90K -742 -10%
HFA
358
Huber Financial Advisors
Illinois
$573K -$33.6K -277 -4%
JIC
359
Joel Isaacson & Co
New York
$570K -$6.55K -54 -0.8%
FFN
360
Focus Financial Network
Minnesota
$567K +$80.7K +665 +12%
GC
361
Gibson Capital
Pennsylvania
$567K -$1M -8,250 -56%
BWM
362
Baystate Wealth Management
Massachusetts
$567K +$455K +3,754 +143%
AIA
363
Alera Investment Advisors
Illinois
$555K +$811K +6,685 New
JPG
364
Jordan Park Group
California
$550K – – –
PBF
365
Petix & Botte Financial
California
$545K -$85.9K -708 -10%
JIC
366
Johnson Investment Counsel
Ohio
$544K +$253K +2,088 +52%
EAM
367
Evanson Asset Management
California
$542K +$7.88K +65 +1%
PTC
368
Private Trust Company
Ohio
$538K -$105K -865 -12%
ACP
369
Aveo Capital Partners
Colorado
$524K +$107K +883 +18%
LFA
370
Landmark Financial Advisors
Kentucky
$523K – – –
ABC
371
Associated Banc-Corp
Wisconsin
$518K +$100K +826 +17%
ACM
372
Advisors Capital Management
New Jersey
$516K -$3.92M -32,324 -85%
AF
373
Advisornet Financial
Minnesota
$514K +$315K +2,599 +82%
KCM
374
Kathmere Capital Management
Pennsylvania
$510K -$1.5M -12,407 -68%
FLPIM
375
F.L. Putnam Investment Management
Massachusetts
$510K -$10.6K -87 -1%
13 14
15
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