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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
876
Citizens Financial Group
Rhode Island
$532K +$39K +239 +9%
DAM
877
Derbend Asset Management
Georgia
$530K +$73.6K +451 +18%
RI
878
Rinkey Investments
California
$527K +$478K +2,929 New
CAG
879
Crestwood Advisors Group
Massachusetts
$527K +$54.9K +336 +13%
GC
880
Gibson Capital
Pennsylvania
$522K – – –
GT
881
Glenview Trust
Kentucky
$522K -$68.9K -422 -13%
TWA
882
TCI Wealth Advisors
Arizona
$522K +$7.02K +43 +2%
SOAG
883
Silver Oak Advisory Group
Oregon
$521K -$14K -86 -3%
CPP
884
Capasso Planning Partners
South Carolina
$520K -$26.8K -164 -5%
BFG
885
Bleakley Financial Group
New Jersey
$519K -$99.4K -609 -17%
MAM
886
MWA Asset Management
Massachusetts
$517K -$42.6K -261 -8%
CAM
887
Clark Asset Management
New Hampshire
$514K -$11.3K -69 -2%
CP
888
Camelot Portfolios
Ohio
$513K +$105K +641 +29%
SPW
889
Sonoma Private Wealth
California
$513K -$132K -808 -22%
CTA
890
Camelot Technology Advisors
California
$513K +$465K +2,850 New
NFP
891
Narus Financial Partners
Utah
$507K -$56.2K -344 -11%
DWM
892
Dopkins Wealth Management
New York
$506K -$23.7K -145 -5%
TCOTS
893
Trust Company of the South
North Carolina
$505K +$458K +2,808 New
CB
894
Centennial Bank
Arkansas
$504K -$8.16K -50 -2%
AHC
895
Anderson Hoagland & Co
Missouri
$501K – – –
EB
896
Exchange Bank
California
$497K +$451K +2,761 New
LFAS
897
Level Four Advisory Services
Texas
$497K -$38.5K -236 -8%
GWS
898
Glassman Wealth Services
Virginia
$495K -$122K -749 -21%
AA
899
Advisory Alpha
Michigan
$495K +$9.47K +58 +2%
TAM
900
Townsend Asset Management
North Carolina
$494K +$21.5K +132 +5%
34 35
36
37 38