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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
626
Jacobi Capital Management
Pennsylvania
$1.01M -$26.3K -165 -3%
NL
627
NVWM LLC
Pennsylvania
$1.01M +$855K +5,368 +537%
CAG
628
Curtis Advisory Group
California
$1.01M +$106K +663 +12%
DPI
629
Diversified Portfolios Inc
Michigan
$1.01M +$212K +1,329 +27%
FFG
630
Ford Financial Group
California
$1M -$20.4K -128 -2%
CD
631
Chapin Davis
Maryland
$1M +$1M +6,303 New
ST
632
Smithfield Trust
Pennsylvania
$996K -$31.4K -197 -3%
AIA
633
Alera Investment Advisors
Illinois
$993K -$2.71K -17 -0.3%
MFT
634
Moisand Fitzgerald Tamayo
Florida
$992K +$637 +4 +0.1%
AWM
635
Atticus Wealth Management
Florida
$988K -$200K -1,254 -17%
LPT
636
Legacy Private Trust
Wisconsin
$987K -$24.5K -154 -2%
CB
637
Cadence Bank
Mississippi
$977K -$61.9K -389 -6%
WA
638
Wambolt & Associates
Colorado
$975K +$42K +264 +4%
WI
639
Wintrust Investments
Illinois
$973K +$19.1K +120 +2%
BWM
640
BCS Wealth Management
Tennessee
$972K -$61.6K -387 -6%
IA
641
Insight Advisors
Pennsylvania
$969K – – –
WFPG
642
Waller Financial Planning Group
Ohio
$962K -$15.9K -100 -2%
PCM
643
Parsons Capital Management
Rhode Island
$962K +$23.7K +149 +3%
SFP
644
Strategic Financial Partners
Oregon
$960K +$7.64K +48 +0.8%
WI
645
WrapManager Inc
California
$951K -$39.3K -247 -4%
SFA
646
Sequoia Financial Advisors
Ohio
$951K +$589K +3,701 +162%
GA
647
Greenspring Advisors
Maryland
$950K -$8.6K -54 -0.9%
PCA
648
Prosperity Capital Advisors
Ohio
$948K +$950K +5,970 New
SCA
649
STALEY CAPITAL ADVISERS
Pennsylvania
$940K +$110K +691 +13%
TDWM
650
Topel & Distasi Wealth Management
California
$938K – – –
24 25
26
27 28