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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
351
Perigon Wealth Management
California
$4.55M -$3.45M -17,955 -44%
KSWA
352
Kathleen S. Wright Associates
Pennsylvania
$4.5M +$18.3K +95 +0.4%
AOWM
353
Alpha Omega Wealth Management
Virginia
$4.46M -$9.8K -51 -0.2%
CI
354
CX Institutional
Indiana
$4.43M -$505K -2,629 -11%
TIM
355
Tortoise Investment Management
New York
$4.43M -$925K -4,814 -18%
SFG
356
SNS Financial Group
Minnesota
$4.35M -$192K -1,001 -4%
PFG
357
Pinnacle Financial Group
Illinois
$4.35M +$436K +2,269 +12%
VFA
358
Valeo Financial Advisors
Indiana
$4.32M +$306K +1,592 +6%
PA
359
PFG Advisors
Arizona
$4.3M +$210K +1,095 +5%
FA
360
FDx Advisors
Illinois
$4.28M -$127K -663 -3%
IWC
361
Integrated Wealth Concepts
Massachusetts
$4.24M -$733K -3,812 -15%
RA
362
RFG Advisory
Alabama
$4.21M -$833K -4,336 -17%
P
363
&Partners
Tennessee
$4.17M +$917K +4,769 +30%
BAM
364
Beaumont Asset Management
Texas
$4.13M -$98.8K -514 -2%
RLWM
365
RF&L Wealth Management
Massachusetts
$4.13M -$4.42K -23 -0.1%
SFO
366
Stokes Family Office
Louisiana
$4.13M +$50K +260 +1%
TC
367
TownSquare Capital
Utah
$4.09M -$387K -2,011 -9%
SF
368
Synovus Financial
Georgia
$4.08M +$2.42M +12,571 +162%
ACM
369
Advisors Capital Management
New Jersey
$4.08M -$470K -2,446 -11%
RFC
370
Regions Financial Corp
Alabama
$4.08M -$26.9K -140 -0.7%
FM
371
Foster & Motley
Ohio
$4.06M -$283K -1,471 -7%
EWM
372
Evergreen Wealth Management
Michigan
$4.06M +$179K +933 +5%
MWA
373
Martel Wealth Advisors
Washington
$3.99M -$80.5K -419 -2%
EGA
374
E&G Advisors
Texas
$3.96M +$13.5K +70 +0.4%
IFA
375
Index Fund Advisors
California
$3.92M -$13.5K -70 -0.4%
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