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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
601
Richard Bernstein Advisors
New York
$3K – – –
TCOV
602
Trust Company of Vermont
Vermont
$3K – – –
DBT
603
Dubuque Bank & Trust
Iowa
$2K – – –
NDSI
604
Newman Dignan & Sheerar Inc
Rhode Island
$1.85K +$89.2K +665 +5%
GTAM
605
Global Trust Asset Management
Florida
$1K – – –
WF
606
WealthTrust Fairport
Ohio
$1K +$805 +6 New
KC
607
KHP Capital
Oklahoma
$1K +$1.21K +9 New
WAM
608
Watermark Asset Management
California
$1K +$1.21K +9 New
CFG
609
Citizens Financial Group
Rhode Island
$1K +$1.48K +11 New
NA
610
NewEdge Advisors
Louisiana
$611 +$95.8K +714 +19%
GT
611
Glenmede Trust
Pennsylvania
– -$14.4M -108,243 Closed
PFA
612
Pinnacle Family Advisors
Missouri
– -$14M -107,930 Closed
SWM
613
Shakespeare Wealth Management
Wisconsin
– -$6.08M -46,946 Closed
CNBT
614
Canandaigua National Bank & Trust
New York
– -$3M -23,185 Closed
CAN
615
Cetera Advisor Networks
California
– -$1.34M -10,423 Closed
BCM
616
BTC Capital Management
Iowa
– -$1.19M -9,181 Closed
S
617
Schroders
United Kingdom
– -$1.18M -9,120 Closed
IFWM
618
Institute for Wealth Management
Colorado
– -$883K -6,769 Closed
VA
619
Valmark Advisers
Ohio
– -$454K -3,507 Closed
PAG
620
Pinnacle Advisory Group
Maryland
– -$345K -2,668 Closed
TFF
621
The Family Firm
Maryland
– -$341K -2,637 Closed
EFS
622
Essex Financial Services
Connecticut
– -$309K -2,384 Closed
CFB
623
Cullen/Frost Bankers
Texas
– -$253K -1,953 Closed
NPF
624
Norris Perne & French
Michigan
– -$239K -1,845 Closed
MWAC
625
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$229K -1,773 Closed
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