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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
P
126
&Partners
Tennessee
$17.3M +$2.64M +12,919 +18%
BF
127
Brooklyn FI
New York
$17.1M +$1.55M +7,603 +10%
GIM
128
Glenmede Investment Management
Pennsylvania
$17M +$181K +884 +1%
SFA
129
Sequoia Financial Advisors
Ohio
$16.9M -$132K -648 -0.8%
HC
130
Hillman Company
Pennsylvania
$16.4M – – –
PLU
131
Performa Ltd (US)
South Carolina
$16.2M +$31.3K +153 +0.2%
FC
132
Family CFO
California
$16M +$195K +955 +1%
LWP
133
LMG Wealth Partners
Louisiana
$15.8M +$22.1K +108 +0.1%
RF
134
Robinswood Financial
Washington
$15.7M +$330K +1,616 +2%
DADC
135
D.A. Davidson & Co
Montana
$15.5M +$2.85M +13,924 +23%
QIM
136
Quest Investment Management
Oregon
$15.5M – – –
CWM
137
Capital Wealth Management
Rhode Island
$15.5M +$240K +1,175 +2%
SPIA
138
Steward Partners Investment Advisory
New York
$15.4M -$444K -2,170 -3%
PPW
139
Presilium Private Wealth
Pennsylvania
$15.4M +$253K +1,235 +2%
BEI
140
Benjamin Edwards Inc
Missouri
$15.1M -$159K -780 -1%
TW
141
Traveka Wealth
California
$14.9M -$1,000K -4,890 -6%
MWM
142
Meridian Wealth Management
Kentucky
$14.7M +$729K +3,565 +5%
AI
143
Arvest Investments
Arkansas
$14.7M +$200K +979 +1%
CCA
144
Checchi Capital Advisers
California
$14.5M +$2.89M +14,132 +25%
SP
145
Symmetry Partners
Connecticut
$14.4M +$3.07M +15,000 +28%
TWM
146
Tradition Wealth Management
Minnesota
$14.4M -$220K -1,076 -2%
BDF
147
Black Diamond Financial
Maryland
$14.4M +$5.64M +27,581 +67%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$14.3M -$484K -2,367 -3%
JCM
149
Jacobsen Capital Management
Utah
$14.2M -$682K -3,334 -5%
PFM
150
Phillips Financial Management
Indiana
$14.2M -$51.3K -251 -0.4%
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