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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
551
Chesley Taft & Associates
Illinois
$781K +$125K +720 +19%
CF
552
Centaurus Financial
California
$768K +$190K +1,095 +33%
MA
553
Montag & Associates
Georgia
$763K +$71.6K +413 +10%
AWA
554
Arkadios Wealth Advisors
Georgia
$761K +$50.4K +291 +7%
SRC
555
Shufro Rose & Co
New York
$761K +$375K +2,162 +97%
BDF
556
Balasa Dinverno & Foltz
$754K +$520 +3 +0.1%
AIM
557
AMI Investment Management
Indiana
$743K – – –
VCM
558
Versant Capital Management
Arizona
$740K +$347 +2 +0%
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$740K +$24.6K +142 +3%
AWP
560
Accretive Wealth Partners
New Jersey
$735K +$21K +121 +3%
PFA
561
Pure Financial Advisors
California
$730K -$31.9K -184 -4%
BIM
562
Baldwin Investment Management
Pennsylvania
$729K +$3.12K +18 +0.4%
BOH
563
Bank of Hawaii
Hawaii
$728K – – –
EVC
564
Eidelman Virant Capital
Missouri
$727K -$173 -1 -0%
JCM
565
Jag Capital Management
Missouri
$724K -$1.21K -7 -0.2%
LFA
566
Landmark Financial Advisors
Kentucky
$723K -$10.4K -60 -1%
EA
567
Elm Advisors
California
$723K +$2.08K +12 +0.3%
SFA
568
Sequoia Financial Advisors
Ohio
$722K -$107K -617 -13%
AP
569
Advisor Partners
California
$719K +$37.6K +217 +6%
FTUS
570
Flow Traders U.S.
New York
$718K -$45.4K -262 -6%
WA
571
Wambolt & Associates
Colorado
$716K +$123K +708 +21%
AWCI
572
Alpine Woods Capital Investors
New York
$714K – – –
MAM
573
McLean Asset Management
Virginia
$713K -$15.9K -92 -2%
CFB
574
Cullen/Frost Bankers
Texas
$712K -$30K -173 -4%
LFG
575
Larson Financial Group
Missouri
$712K -$10.1K -58 -1%
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