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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Concorde Asset Management
Michigan
– -$281K -2,154 Closed
WA
702
Wambolt & Associates
Colorado
– -$230K -1,765 Closed
RWM
703
RKL Wealth Management
Pennsylvania
– -$226K -1,736 Closed
HCA
704
Harbour Capital Advisors
Virginia
– -$224K -1,717 Closed
EWA
705
EP Wealth Advisors
California
– -$208K -1,592 Closed
CSIA
706
Charles Schwab Investment Advisory
California
– -$207K -1,588 Closed
WWM
707
Windsor Wealth Management
Indiana
– -$207K -1,578 Closed
RFC
708
Regions Financial Corp
Alabama
– -$204K -1,561 Closed
SKK
709
Shepherd Kaplan Krochuk
Massachusetts
– -$201K -1,543 Closed
W
710
WealthOne
New York
– -$201K -1,543 Closed
IFWM
711
Institute for Wealth Management
Colorado
– -$200K -1,534 Closed
ZB
712
Zions Bancorporation
Utah
– -$188K -1,442 Closed
DWM
713
Doyle Wealth Management
Florida
– -$165K -1,261 Closed
BCI
714
Brinker Capital Investments
Pennsylvania
– -$156K -1,192 Closed
VC
715
Vestor Capital
Illinois
– -$104K -795 Closed
WB
716
Webster Bank
Connecticut
– -$61K -471 Closed
JWM
717
Janiczek Wealth Management
Colorado
– -$55K -420 Closed
RCAG
718
Rehmann Capital Advisory Group
Michigan
– -$47.4K -363 Closed
HWA
719
Heritage Wealth Advisors
Virginia
– -$39.5K -302 Closed
MWC
720
MKD Wealth Coaches
Michigan
– -$27K -206 Closed
TA
721
TCG Advisors
Texas
– -$23K -177 Closed
SIS
722
Sound Income Strategies
Florida
– -$13K -102 Closed
AIM
723
Axiom Investment Management
New York
– -$12K -93 Closed
DWA
724
Dougherty Wealth Advisers
Minnesota
– -$12K -90 Closed
SIM
725
Sonora Investment Management
Arizona
– -$8K -61 Closed
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