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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
376
Summit Wealth & Retirement Planning
California
$4.16M +$18K +88 +0.4%
CIA
377
Choate Investment Advisors
Massachusetts
$4.14M – – –
CPA
378
Cathy Pareto & Associates
Florida
$4.13M +$71.6K +350 +2%
CTC
379
Central Trust Company
Missouri
$4.11M +$1.01M +4,945 +34%
FWP
380
Falcon Wealth Planning
California
$4.1M -$186K -911 -4%
CFA
381
Cahill Financial Advisors
Minnesota
$4.1M -$110K -537 -3%
SC
382
Scotia Capital
Ontario, Canada
$4.08M +$141K +689 +4%
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$4.08M +$22.1K +108 +0.6%
CA
384
CSM Advisors
Pennsylvania
$4.07M -$189K -926 -5%
CW
385
CreativeOne Wealth
Kansas
$4.06M +$116K +569 +3%
DPI
386
Diversified Portfolios Inc
Michigan
$4.05M +$13.9K +68 +0.4%
MHIC
387
Marble Harbor Investment Counsel
Massachusetts
$3.99M +$358K +1,749 +10%
MWA
388
Martel Wealth Advisors
Washington
$3.98M -$98.8K -483 -2%
BTWM
389
Baker Tilly Wealth Management
Wisconsin
$3.97M +$3.89M +19,022 New
KF
390
Krilogy Financial
Missouri
$3.94M +$3.9M +19,068 New
LAM
391
LOM Asset Management
$3.92M -$10.2K -50 -0.3%
HNB
392
Hilltop National Bank
Wyoming
$3.92M +$168K +821 +5%
TF
393
Theory Financial
Colorado
$3.88M +$505K +2,468 +15%
JIR
394
James Investment Research
Ohio
$3.85M -$144K -702 -4%
HI
395
Harbour Investments
Wisconsin
$3.83M +$1.76M +8,597 +88%
QCM
396
Quantinno Capital Management
New York
$3.8M +$1.47M +7,169 +65%
TAM
397
Tocqueville Asset Management
New York
$3.8M +$44K +215 +1%
IA
398
Integrity Alliance
Iowa
$3.77M -$2.2M -10,748 -37%
AIA
399
Ally Invest Advisors
North Carolina
$3.77M +$366K +1,791 +11%
PAI
400
Pittenger & Anderson Inc
Nebraska
$3.77M – – –
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