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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
501
Ameritas Investment Company
Nebraska
$342K – – –
CFGS
502
Concourse Financial Group Securities
Alabama
$342K +$7.85K +70 +2%
BFPW
503
BOK Financial Private Wealth
Colorado
$336K -$49.3K -440 -13%
IA
504
IFG Advisory
Georgia
$332K +$23.2K +207 +7%
WF
505
WoodTrust Financial
Wisconsin
$332K +$336K +3,001 New
CWC
506
Carolinas Wealth Consulting
North Carolina
$331K +$1.68K +15 +0.5%
GC
507
Gibson Capital
Pennsylvania
$330K -$45.6K -407 -12%
CB
508
Community Bank
New York
$326K – – –
GC
509
Grimes & Company
Massachusetts
$326K – – –
RFC
510
Regions Financial Corp
Alabama
$324K +$6.17K +55 +2%
KTM
511
Keeler Thomas Management
Utah
$323K +$17.8K +159 +6%
PPA
512
Parametric Portfolio Associates
Washington
$320K +$324K +2,888 New
PAIM
513
Punch & Associates Investment Management
Minnesota
$319K +$30.9K +276 +11%
BFC
514
Bedel Financial Consulting
Indiana
$318K +$1.46K +13 +0.5%
GVAG
515
Great Valley Advisor Group
Delaware
$317K +$99.2K +885 +45%
WA
516
WP Advisors
California
$316K +$26.3K +235 +9%
ACM
517
Anfield Capital Management
California
$315K – – –
TWP
518
TFO Wealth Partners
Ohio
$312K -$359K -3,203 -53%
IFG
519
Independent Financial Group
California
$312K -$13.6K -121 -4%
GT
520
Glenview Trust
Kentucky
$311K +$315K +2,807 New
RC
521
RegentAtlantic Capital
New Jersey
$309K -$184K -1,642 -37%
EPWM
522
Essex Private Wealth Management
Massachusetts
$306K – – –
SCM
523
SOL Capital Management
Maryland
$305K +$22.4K +200 +8%
IFG
524
Investors Financial Group
Minnesota
$303K -$6.84K -61 -2%
BS
525
Boenning & Scattergood
Pennsylvania
$301K +$34.1K +304 +13%
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