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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
526
Wealth Quarterback
New Jersey
$263K -$168K -1,674 -41%
IC
527
Intersect Capital
California
$263K +$602 +6 +0.2%
MWM
528
Meridian Wealth Management
Kentucky
$262K +$9.93K +99 +4%
OCPWS
529
One Charles Private Wealth Services
Massachusetts
$262K +$224K +2,230 New
EK
530
Evensky & Katz
Florida
$260K +$26.3K +262 +12%
BS
531
Boenning & Scattergood
Pennsylvania
$258K +$6.62K +66 +3%
CFG
532
Capstone Financial Group
Oklahoma
$257K -$37.5K -374 -13%
PIA
533
Pinion Investment Advisors
Kansas
$257K -$25K -249 -9%
FHC
534
First Heartland Consultants
Missouri
$254K -$29.3K -292 -11%
IA
535
IFG Advisors
Missouri
$251K +$2.91K +29 +1%
WTC
536
WhitTier Trust Company
Nevada
$245K – – –
PAI
537
Pittenger & Anderson Inc
Nebraska
$243K -$72.2K -720 -24%
EFL
538
ERn Financial LLC
Wisconsin
$243K -$6.82K -68 -3%
CFG
539
Citizens Financial Group
Rhode Island
$243K – – –
FT
540
Fiduciary Trust
Massachusetts
$242K -$181K -1,808 -44%
QCG
541
Quadrant Capital Group
Ohio
$240K -$590K -5,875 -72%
TL
542
TrueWealth LLC
Georgia
$240K – – –
WI
543
Wintrust Investments
Illinois
$239K -$51.1K -509 -19%
ACI
544
Alpha Cubed Investments
California
$239K +$224K +2,232 New
NAMP
545
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238K -$349K -3,475 -61%
DCM
546
Dimension Capital Management
Florida
$238K +$223K +2,224 New
KA
547
Klingman & Associates
New York
$237K -$40.6K -405 -15%
CFM
548
Comprehensive Financial Management
California
$237K +$222K +2,213 New
CCM
549
Coldstream Capital Management
Washington
$235K -$74.5K -742 -25%
TCOV
550
Trust Company of Vermont
Vermont
$235K +$7.22K +72 +3%
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