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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
776
Corepath Wealth Partners
Arizona
$256K +$10.9K +69 +5%
FA
777
Faithward Advisors
Pennsylvania
$254K +$241K +1,532 New
SNT
778
Security National Trust
West Virginia
$253K – – –
SFG
779
StrategIQ Financial Group
Indiana
$253K – – –
ESB
780
Essex Savings Bank
Connecticut
$250K – – –
HSA
781
HBK Sorce Advisory
Pennsylvania
$250K +$1.26K +8 +0.5%
AA
782
Argent Advisors
Louisiana
$248K -$288K -1,829 -55%
GI
783
Glovista Investments
New Jersey
$248K – – –
BCI
784
Brinker Capital Investments
Pennsylvania
$248K +$236K +1,499 New
HCA
785
Harbour Capital Advisors
Virginia
$246K +$234K +1,487 New
CAM
786
Cozad Asset Management
Illinois
$240K -$6.14K -39 -3%
CHA
787
Carmichael Hill & Associates
Maryland
$239K – – –
SYBT
788
Stock Yards Bank & Trust
Kentucky
$238K -$4.72K -30 -2%
W
789
Wealthquest
Ohio
$238K – – –
WGCA
790
Wolf Group Capital Advisors
Virginia
$237K -$57.3K -364 -20%
JIP
791
Jaffetilchin Investment Partners
Florida
$237K +$225K +1,430 New
CBN
792
Cadence Bank NA
Texas
$235K -$1.73K -11 -0.8%
SAM
793
Seelaus Asset Management
New Jersey
$234K -$25.7K -163 -10%
HJMC
794
Hellman Jordan Management Company
Massachusetts
$232K -$114K -725 -34%
CB
795
Community Bank
New York
$232K – – –
CAM
796
Crestone Asset Management
Colorado
$232K +$220K +1,399 New
SBSB
797
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K +$473 +3 +0.2%
CCM
798
Coe Capital Management
Illinois
$230K +$219K +1,388 New
LCM
799
Liberty Capital Management
Michigan
$229K -$1.13M -7,168 -84%
CIC
800
Carnegie Investment Counsel
Ohio
$229K +$218K +1,385 New
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