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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
626
Cadence Bank
Mississippi
– -$223K -1,725 Closed
AG
627
Appleton Group
Wisconsin
– -$215K -1,662 Closed
GG
628
Gofen & Glossberg
Illinois
– -$214K -1,650 Closed
VAM
629
Visionary Asset Management
Texas
– -$207K -1,615 Closed
FTIOP
630
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$205K -1,583 Closed
WDL
631
Well Done LLC
Michigan
– -$103K -796 Closed
CI
632
Cavalier Investments
Georgia
– -$67K -517 Closed
PS
633
Portfolio Solutions
Michigan
– -$65K -502 Closed
PWM
634
Perigon Wealth Management
California
– -$55K -423 Closed
APP
635
Avantax Planning Partners
Iowa
– -$51K -396 Closed
KF
636
Krilogy Financial
Missouri
– -$50K -385 Closed
CG
637
Cutler Group
California
– -$38.6K -288 Closed
MWM
638
MinichMacGregor Wealth Management
New York
– -$36K -280 Closed
PFBT
639
Parkside Financial Bank & Trust
Missouri
– -$36K -275 Closed
VCM
640
Virtue Capital Management
Tennessee
– -$26K -198 Closed
SP
641
SWS Partners
Ohio
– -$20K -156 Closed
MCWS
642
McKinley Carter Wealth Services
West Virginia
– -$15K -117 Closed
NC
643
NewSquare Capital
Pennsylvania
– -$10K -80 Closed
EWM
644
Edge Wealth Management
New York
– -$8K -60 Closed
MCM
645
MV Capital Management
Maryland
– -$6K -47 Closed
WCM
646
Wealthcare Capital Management
Virginia
– -$4K -34 Closed
SC
647
Slow Capital
California
– -$2K -18 Closed
FEG
648
Financial Enhancement Group
Indiana
– -$2K -12 Closed
HFP
649
Holistic Financial Partners
Indiana
– -$1K -4 Closed
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