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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
226
BOK Financial
Oklahoma
$405K +$26.6K +261 +7%
ABC
227
Associated Banc-Corp
Wisconsin
$402K +$12.2K +120 +3%
PCA
228
Peddock Capital Advisors
Massachusetts
$391K +$71.4K +700 +21%
JIC
229
Johnson Investment Counsel
Ohio
$386K -$2.45K -24 -0.6%
SFA
230
Sequoia Financial Advisors
Ohio
$380K – – –
JCM
231
Jag Capital Management
Missouri
$376K -$4.69K -46 -1%
CAN
232
Cetera Advisor Networks
California
$375K -$141K -1,379 -27%
AA
233
Ancora Advisors
Ohio
$370K – – –
IIC
234
Integrated Investment Consultants
Michigan
$368K +$417K +4,084 New
WP
235
WMS Partners
Maryland
$367K +$1.53K +15 +0.4%
RGC
236
Roberts, Glore & Co
Illinois
$364K -$21.6K -212 -5%
SS
237
Simplicity Solutions
Minnesota
$364K +$376K +3,687 New
BFEC
238
Benjamin F. Edwards & Company
Missouri
$356K -$14.1K -138 -4%
GA
239
Geneva Advisors
Illinois
$355K +$11.7K +115 +3%
WIC
240
Woodmont Investment Counsel
Tennessee
$354K -$25.5K -250 -7%
BRWA
241
B. Riley Wealth Advisors
Florida
$351K +$65K +637 +22%
PJSIMP
242
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K -$18.4K -180 -5%
CPSAC
243
Chas P. Smith & Associates (CPS)
Florida
$344K -$30.9K -303 -8%
OBWP
244
O'Brien Wealth Partners
Massachusetts
$341K +$352K +3,453 New
NFG
245
Nations Financial Group
Iowa
$328K +$339K +3,323 New
CCMH
246
Cornerstone Capital Management Holdings
New York
$328K +$339K +3,324 New
CL
247
Choreo LLC
Illinois
$322K -$532K -5,219 -62%
SFS
248
Strategic Financial Services
New York
$318K +$102K +1,000 +45%
BTS
249
BB&T Securities
Virginia
$308K +$16.6K +163 +6%
IA
250
IndexIQ Advisors
New York
$296K +$305K +2,993 New
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