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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
626
Asset Dedication LLC
California
$1.36M -$636K -3,221 -31%
SQA
627
Simon Quick Advisors
New Jersey
$1.36M -$31.6K -160 -2%
PMG
628
ProVise Management Group
Florida
$1.36M – – –
BP
629
Ballentine Partners
Massachusetts
$1.36M +$24.5K +124 +2%
EWM
630
Evergreen Wealth Management
Michigan
$1.36M -$2.69M -13,634 -65%
1IA
631
1834 Investment Advisors
Wisconsin
$1.35M +$25.9K +131 +2%
CMBA
632
C.M. Bidwell & Associates
Hawaii
$1.34M +$5.14K +26 +0.4%
IWC
633
Infinity Wealth Counsel
Ohio
$1.34M +$42.9K +217 +3%
RTL
634
Red Tortoise LLC
Georgia
$1.34M -$66.4K -336 -4%
BEAM
635
Baker Ellis Asset Management
Washington
$1.34M -$9.88K -50 -0.7%
MFS
636
McNamara Financial Services
Massachusetts
$1.33M -$21.7K -110 -2%
GPI
637
General Partner Inc
Pennsylvania
$1.31M -$4.27M -21,600 -75%
TSMHT
638
Thurston Springer Miller Herd & Titak
Indiana
$1.31M +$108K +545 +8%
AFAS
639
Acorn Financial Advisory Services
Virginia
$1.3M -$488K -2,468 -26%
NDSI
640
Newman Dignan & Sheerar Inc
Rhode Island
$1.3M -$136K -689 -9%
FCA
641
Fortis Capital Advisors
Kansas
$1.3M +$1.04M +5,259 +310%
FHC
642
Forest Hill Capital
Arkansas
$1.29M – – –
BOH
643
Bank of Hawaii
Hawaii
$1.29M – – –
RFS
644
Richardson Financial Services
Massachusetts
$1.28M +$35.4K +179 +3%
MFF
645
Michels Family Financial
Texas
$1.28M +$34.8K +176 +3%
WIP
646
WealthCare Investment Partners
Rhode Island
$1.27M -$99.6K -504 -6%
FB
647
Fulton Bank
Pennsylvania
$1.26M – – –
SIA
648
Schechter Investment Advisors
Michigan
$1.26M +$152K +769 +13%
WSFS
649
Wilmington Savings Fund Society
Delaware
$1.26M +$4.74K +24 +0.4%
ATI
650
ARK & TLK Investments
Oklahoma
$1.25M – – –
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