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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1226
Jeppson Wealth Management
California
$209K +$200K +1,040 New
BFA
1227
Beaumont Financial Advisors
Massachusetts
$207K +$199K +1,033 New
JAFL
1228
Jay A. Fishman Ltd
Michigan
$206K +$197K +1,025 New
WFA
1229
WMG Financial Advisors
Tennessee
$205K +$196K +1,020 New
NG
1230
Northstar Group
New York
$203K +$194K +1,010 New
GAM
1231
Griffin Asset Management
New York
$202K +$193K +1,004 New
TCPG
1232
Trivant Custom Portfolio Group
California
$201K -$86.5K -450 -31%
ATC
1233
Advantage Trust Company
Kansas
$201K – – –
CB
1234
Community Bank
New York
$201K – – –
EG
1235
Ellerson Group
Maryland
$201K +$192K +1,000 New
HAM
1236
Hedges Asset Management
Nevada
$201K +$192K +1,000 New
UBV
1237
United Bank (Virginia)
Virginia
$201K +$192K +1,000 New
GWM
1238
Gray Wealth Management
Maine
$201K +$192K +999 New
NS
1239
NBC Securities
Alabama
$198K – – –
RIL
1240
Rothschild Investment LLC
Illinois
$193K +$20.2K +105 +12%
BBHC
1241
Brown Brothers Harriman & Co
New York
$192K +$384 +2 +0.2%
CHA
1242
Carmichael Hill & Associates
Maryland
$191K +$50.9K +265 +39%
IIL
1243
Insight Inv LLC
California
$184K – – –
FPB
1244
First PREMIER Bank
South Dakota
$183K – – –
CA
1245
CoreCap Advisors
Michigan
$182K +$174K +906 New
NRC
1246
New Republic Capital
North Carolina
$181K -$31.7K -165 -15%
KSB
1247
Kennebec Savings Bank
Maine
$181K +$173K +900 New
BFS
1248
Bare Financial Services
Pennsylvania
$175K – – –
LCM
1249
Logan Capital Management
Pennsylvania
$174K – – –
SSB
1250
Sandy Spring Bank
Maryland
$173K – – –
48 49
50
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