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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
351
EverSource Wealth Advisors
Alabama
$2.75M -$17.9K -109 -0.6%
AF
352
Advisornet Financial
Minnesota
$2.74M +$390K +2,380 +15%
AA
353
Axiom Advisory
California
$2.73M -$122K -746 -4%
PAI
354
Pittenger & Anderson Inc
Nebraska
$2.71M – – –
RJT
355
Raymond James Trust
Florida
$2.7M -$66.1K -403 -2%
CAL
356
Capital Analysts LLC
Pennsylvania
$2.7M +$1.75M +10,672 +145%
PWM
357
Perigon Wealth Management
California
$2.69M +$1.14M +6,936 +63%
BOPW
358
Brandywine Oak Private Wealth
Pennsylvania
$2.66M +$114K +697 +4%
CFA
359
Cahill Financial Advisors
Minnesota
$2.65M -$33.1K -202 -1%
SW
360
SlateStone Wealth
Florida
$2.63M -$422K -2,573 -13%
RIM
361
Reynolds Investment Management
South Carolina
$2.63M -$57.4K -350 -2%
LIM
362
Leavell Investment Management
Alabama
$2.57M +$851K +5,190 +43%
EVM
363
Eaton Vance Management
Massachusetts
$2.55M -$2.85M -17,375 -50%
BDF
364
Black Diamond Financial
Maryland
$2.55M -$2.1M -12,828 -43%
AAS
365
Ameritas Advisory Services
Nebraska
$2.53M -$286K -1,746 -9%
BRWA
366
B. Riley Wealth Advisors
Florida
$2.52M -$260K -1,584 -9%
JIC
367
Joel Isaacson & Co
New York
$2.5M -$418K -2,551 -13%
HAS
368
Holland Advisory Services
Florida
$2.5M -$126K -771 -4%
CA
369
CSM Advisors
Pennsylvania
$2.5M – – –
CC
370
Cypress Capital
Tennessee
$2.49M -$48.4K -295 -2%
HA
371
HFG Advisors
Ohio
$2.49M -$140K -851 -5%
ASI
372
Advisory Services & Investments
Oregon
$2.46M -$6.97M -42,481 -72%
BC
373
Burleson & Co
California
$2.43M +$1.62M +9,888 +157%
V
374
Veritable
Delaware
$2.4M -$1.08M -6,590 -29%
CDH
375
Charles D. Hyman
$2.4M – – –
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15
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