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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
501
Global Retirement Partners
California
$266K +$63.9K +502 +32%
LC
502
LCNB Corp
Ohio
$263K – – –
PFA
503
Paradigm Financial Advisors
Missouri
$261K +$7.25K +57 +3%
CBU
504
CIBC Bank USA
Illinois
$257K – – –
RG
505
Rathbones Group
United Kingdom
$257K – – –
TVWM
506
Tower View Wealth Management
Wisconsin
$257K – – –
RWM
507
RKL Wealth Management
Pennsylvania
$254K -$38K -299 -13%
MMHP
508
Murphy Middleton Hinkle & Parker
Georgia
$254K – – –
CC
509
Claybrook Capital
Massachusetts
$250K +$127K +1,002 +107%
IFWM
510
Institute for Wealth Management
Colorado
$250K +$247K +1,943 New
AOWM
511
Alpha Omega Wealth Management
Virginia
$249K -$544K -4,277 -69%
AB
512
AT Bancorp
Iowa
$247K -$348K -2,738 -59%
FA
513
FCG Advisors
New Jersey
$247K -$3.43K -27 -1%
HCA
514
Harbour Capital Advisors
Virginia
$246K -$20K -157 -8%
CCA
515
Checchi Capital Advisers
California
$246K +$7.63K +60 +3%
TFS
516
Thoroughbred Financial Services
Tennessee
$242K +$240K +1,883 New
B
517
Bridgeworth
Alabama
$240K +$236K +1,859 New
FWM
518
Frontier Wealth Management
Missouri
$237K -$2.67K -21 -1%
WA
519
Wambolt & Associates
Colorado
$231K -$2.42K -19 -1%
PJSIMP
520
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K -$76.3K -600 -25%
DE
521
Day & Ennis
Georgia
$230K – – –
TA
522
TFG Advisers
Michigan
$229K -$9.67K -76 -4%
AL
523
Aspiriant LLC
California
$228K -$24.5K -193 -10%
WI
524
Wintrust Investments
Illinois
$228K -$16.5K -130 -7%
PO
525
Private Ocean
California
$228K +$99.6K +783 +79%
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