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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
451
Collaborative Wealth Management
Florida
$1.22M +$1.09M +6,926 New
TPCW
452
TD Private Client Wealth
New York
$1.22M -$177K -1,125 -13%
FHA
453
Flagship Harbor Advisors
Massachusetts
$1.2M -$146K -930 -11%
ADL
454
Asset Dedication LLC
California
$1.2M -$386K -2,448 -25%
KA
455
Klingman & Associates
New York
$1.19M +$36.2K +230 +3%
ACM
456
Advisors Capital Management
New Jersey
$1.18M +$4.09K +26 +0.4%
PWM
457
PBMares Wealth Management
Virginia
$1.17M +$225K +1,426 +25%
WI
458
Wintrust Investments
Illinois
$1.17M +$840K +5,331 +309%
ACP
459
Aveo Capital Partners
Colorado
$1.17M +$1.11M +7,052 New
JWM
460
Janiczek Wealth Management
Colorado
$1.17M +$1.11M +7,048 New
NFG
461
Nations Financial Group
Iowa
$1.16M -$40.5K -257 -4%
SFP
462
Strategic Financial Partners
Oregon
$1.15M -$187K -1,185 -15%
CL
463
CPWM LLC
Washington
$1.13M -$86.2K -547 -7%
WB
464
WesBanco Bank
West Virginia
$1.13M +$1.08M +6,836 New
FAN
465
Financial Advisors Network
California
$1.13M +$39.4K +250 +4%
TI
466
tru Independence
Oregon
$1.11M -$12.6M -80,210 -92%
GC
467
Gilbert & Cook
Iowa
$1.1M -$95K -603 -8%
PAG
468
Pinnacle Advisory Group
Maryland
$1.09M +$1.03M +6,565 New
TCOV
469
Trust Company of Vermont
Vermont
$1.08M +$656K +4,163 +175%
CCG
470
Chatham Capital Group
Georgia
$1.08M – – –
AIA
471
Angeles Investment Advisors
California
$1.08M +$179K +1,134 +21%
TFGT
472
TS Financial Group (TSFG)
Illinois
$1.08M -$32.6K -207 -3%
SWP
473
Summit Wealth Partners
Florida
$1.07M -$69.6K -442 -6%
AIA
474
Alera Investment Advisors
Illinois
$1.05M -$12.8K -81 -1%
IA
475
Insight Advisors
Pennsylvania
$1.05M -$6.62K -42 -0.7%
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