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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
201
Davenport & Co
Virginia
$950K -$18K -164 -2%
CTC
202
Central Trust Company
Missouri
$928K -$5.7K -52 -0.6%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$917K -$12.9K -118 -1%
CPIG
204
Chicago Partners Investment Group
Illinois
$914K -$46K -419 -5%
IH
205
IFC Holdings
Florida
$875K +$2.08K +19 +0.2%
CCG
206
Chatham Capital Group
Georgia
$873K -$30.2K -275 -3%
WA
207
WFG Advisors
Texas
$864K +$30.1K +274 +4%
IWA
208
Intercontinental Wealth Advisors
Texas
$854K -$2.08K -19 -0.2%
CCP
209
Corient Capital Partners
California
$850K +$843K +7,682 New
TWA
210
TCI Wealth Advisors
Arizona
$835K -$59.3K -541 -7%
GLRA
211
Gerald L. Ray & Associates
Texas
$830K +$823K +7,502 New
ACM
212
Armbruster Capital Management
New York
$829K -$16.5K -150 -2%
EGA
213
E&G Advisors
Texas
$821K +$813K +7,417 New
FI
214
FormulaFolio Investments
Michigan
$815K -$80.8K -737 -9%
BP
215
Ballentine Partners
Massachusetts
$815K – – –
FT
216
Fiduciary Trust
Massachusetts
$811K +$152K +1,386 +23%
WI
217
WrapManager Inc
California
$781K -$74.2K -677 -9%
NPF
218
Norris Perne & French
Michigan
$781K -$9.87K -90 -1%
HPBT
219
High Point Bank & Trust
North Carolina
$775K – – –
BAAM
220
Baker Avenue Asset Management
California
$752K – – –
CF
221
Corrigan Financial
Rhode Island
$735K -$82.6K -753 -10%
SBSB
222
Sullivan, Bruyette, Speros & Blaney
Virginia
$731K +$548 +5 +0.1%
CG
223
Colony Group
Massachusetts
$714K -$506K -4,618 -42%
AF
224
Alerus Financial
North Dakota
$713K +$198K +1,804 +39%
HCIA
225
Hochman Cole Investment Advisors
Illinois
$697K +$64.2K +585 +10%
7 8
9
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