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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
776
Segall Bryant & Hamill
Illinois
$272K +$271K +1,564 New
BCI
777
Brinker Capital Investments
Pennsylvania
$271K +$11.1K +64 +4%
MP
778
McDonald Partners
Ohio
$270K – – –
EHPM
779
Emery Howard Portfolio Management
California
$270K +$1.04K +6 +0.4%
TA
780
TFG Advisers
Michigan
$268K -$866 -5 -0.3%
SNT
781
Security National Trust
West Virginia
$265K – – –
FSA
782
Financial Sense Advisors
California
$264K -$7.8K -45 -3%
FA
783
Fiducient Advisors
Illinois
$264K +$263K +1,520 New
EK
784
Evensky & Katz
Florida
$263K -$45.8K -264 -15%
CWP
785
Corepath Wealth Partners
Arizona
$263K – – –
TFA
786
TPG Financial Advisors
Oregon
$261K -$45.1K -260 -15%
BBHC
787
Brown Brothers Harriman & Co
New York
$260K -$90.5K -522 -26%
SAM
788
Summit Asset Management
Tennessee
$260K -$10.9K -63 -4%
AA
789
Argent Advisors
Louisiana
$260K – – –
GI
790
Glovista Investments
New Jersey
$260K – – –
FT
791
Fiduciary Trust
Massachusetts
$259K -$13.9K -80 -5%
HCA
792
Harbour Capital Advisors
Virginia
$258K – – –
SFG
793
StrategIQ Financial Group
Indiana
$257K -$8.66K -50 -3%
CAM
794
Cozad Asset Management
Illinois
$256K +$4.85K +28 +2%
MC
795
Moors & Cabot
Massachusetts
$255K +$254K +1,466 New
CI
796
Ceera Investments
Texas
$254K -$45.2K -261 -15%
FMWA
797
Forvis Mazars Wealth Advisors
Missouri
$254K +$254K +1,463 New
QC
798
QCM Cayman
Texas
$251K -$70.5K -407 -22%
CHA
799
Carmichael Hill & Associates
Maryland
$251K – – –
RBFC
800
Roman Butler Fullerton & Co
Missouri
$251K +$250K +1,444 New
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