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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
226
Peddock Capital Advisors
Massachusetts
$391K +$71.4K +700 +21%
JIC
227
Johnson Investment Counsel
Ohio
$386K -$2.45K -24 -0.6%
SFA
228
Sequoia Financial Advisors
Ohio
$380K – – –
JCM
229
Jag Capital Management
Missouri
$376K -$4.69K -46 -1%
CAN
230
Cetera Advisor Networks
California
$375K -$141K -1,379 -27%
AA
231
Ancora Advisors
Ohio
$370K – – –
IIC
232
Integrated Investment Consultants
Michigan
$368K +$417K +4,084 New
WP
233
WMS Partners
Maryland
$367K +$1.53K +15 +0.4%
RGC
234
Roberts, Glore & Co
Illinois
$364K -$21.6K -212 -5%
SS
235
Simplicity Solutions
Minnesota
$364K +$376K +3,687 New
BFEC
236
Benjamin F. Edwards & Company
Missouri
$356K -$14.1K -138 -4%
GA
237
Geneva Advisors
Illinois
$355K +$11.7K +115 +3%
WIC
238
Woodmont Investment Counsel
Tennessee
$354K -$25.5K -250 -7%
BRWA
239
B. Riley Wealth Advisors
Florida
$351K +$65K +637 +22%
PJSIMP
240
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K -$18.4K -180 -5%
CPSAC
241
Chas P. Smith & Associates (CPS)
Florida
$344K -$30.9K -303 -8%
OBWP
242
O'Brien Wealth Partners
Massachusetts
$341K +$352K +3,453 New
NFG
243
Nations Financial Group
Iowa
$328K +$339K +3,323 New
CCMH
244
Cornerstone Capital Management Holdings
New York
$328K +$339K +3,324 New
CL
245
Choreo LLC
Illinois
$322K -$532K -5,219 -62%
SFS
246
Strategic Financial Services
New York
$318K +$102K +1,000 +45%
BTS
247
BB&T Securities
Virginia
$308K +$16.6K +163 +6%
IA
248
IndexIQ Advisors
New York
$296K +$305K +2,993 New
GWM
249
Gupta Wealth Management
California
$289K +$2.96K +29 +1%
EWMCB
250
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$288K +$31.3K +307 +12%
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