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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
201
White Lighthouse Investment Management
Massachusetts
$2.66M +$187K +1,435 +8%
OBWP
202
O'Brien Wealth Partners
Massachusetts
$2.64M -$602K -4,630 -19%
SCG
203
Sonata Capital Group
Washington
$2.63M -$129K -990 -5%
TIM
204
Tortoise Investment Management
New York
$2.6M +$876K +6,740 +51%
GIM
205
Goelzer Investment Management
Indiana
$2.51M -$17.9K -138 -0.7%
PFG
206
Pacific Financial Group
Washington
$2.51M +$10.7K +82 +0.4%
TFGT
207
TS Financial Group (TSFG)
Illinois
$2.47M +$238K +1,834 +11%
BRWM
208
B. Riley Wealth Management
Tennessee
$2.45M +$18.9K +145 +0.8%
MAFM
209
Mid Atlantic Financial Management
Pennsylvania
$2.41M +$102K +782 +4%
PAI
210
Pittenger & Anderson Inc
Nebraska
$2.36M -$75.2K -578 -3%
CDH
211
Charles D. Hyman
$2.31M – – –
JIC
212
JRM Investment Counsel
Nebraska
$2.3M -$7.15K -55 -0.3%
ATC
213
Argent Trust Co
Tennessee
$2.28M +$6.76K +52 +0.3%
FFG
214
Ford Financial Group
California
$2.28M -$673K -5,172 -23%
CG
215
Colony Group
Massachusetts
$2.27M -$4.68K -36 -0.2%
PA
216
Probity Advisors
Texas
$2.26M -$74.3K -571 -3%
HDIM
217
Hanson & Doremus Investment Management
Vermont
$2.23M -$9.75K -75 -0.4%
S
218
Schroders
United Kingdom
$2.23M – – –
WBC
219
West Branch Capital
Massachusetts
$2.21M -$65.5K -504 -3%
BC
220
Burleson & Co
California
$2.18M +$220K +1,692 +11%
VFA
221
Voya Financial Advisors
Connecticut
$2.14M +$110K +849 +5%
PFA
222
Pathway Financial Advisors
Vermont
$2.1M +$4.55K +35 +0.2%
NL
223
NWAM LLC
Washington
$2.02M +$135K +1,039 +7%
BDF
224
Black Diamond Financial
Maryland
$2.02M -$17.8K -137 -0.9%
ST
225
Smithfield Trust
Pennsylvania
$2.02M -$34.3K -264 -2%
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