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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
Compass Ion Advisors
Pennsylvania
$229K +$5.99K +35 +3%
FT
802
Fiduciary Trust
Massachusetts
$228K -$23.6K -138 -9%
GWS
803
Glassman Wealth Services
Virginia
$228K – – –
TBNY
804
Trustco Bank (New York)
New York
$228K – – –
PA
805
Pinnacle Associates
New York
$227K +$230K +1,342 New
QCM
806
Quest Capital Management
Texas
$226K -$62.5K -365 -21%
SBH
807
Segall Bryant & Hamill
Illinois
$226K -$40.1K -234 -15%
RMDI
808
R.M. Davis Inc
Maine
$225K +$8.9K +52 +4%
GSWM
809
Golden State Wealth Management
California
$222K +$224K +1,311 New
GI
810
Gradient Investments
Minnesota
$220K -$1.54K -9 -0.7%
KFI
811
Key Financial Inc
Pennsylvania
$220K – – –
LCM
812
Liberty Capital Management
Michigan
$219K -$10.3K -60 -4%
WA
813
Wealth Advisors
California
$219K – – –
DWM
814
Doyle Wealth Management
Florida
$217K +$220K +1,284 New
AIA
815
Angeles Investment Advisors
California
$216K -$898K -5,244 -80%
CCMG
816
Clark Capital Management Group
Pennsylvania
$215K +$17.6K +103 +9%
DCM
817
Dimension Capital Management
Florida
$213K -$196K -1,145 -48%
VFA
818
Valeo Financial Advisors
Indiana
$213K -$4.28K -25 -2%
CS
819
Cannell & Spears
New York
$213K – – –
GWM
820
Gray Wealth Management
Maine
$213K – – –
HI
821
Hudock Inc
Pennsylvania
$213K – – –
AWA
822
Alaska Wealth Advisors
Alaska
$211K -$4.11K -24 -2%
IB
823
Intrust Bank
Kansas
$211K – – –
WF
824
Welch & Forbes
Massachusetts
$210K – – –
OCM
825
One Capital Management
California
$209K – – –
31 32
33
34 35