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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
276
MYCIO Wealth Partners
Pennsylvania
$58K – – –
CC
277
Cassaday & Co
Virginia
$56K +$60.4K +582 New
TIM
278
Tortoise Investment Management
New York
$53K – – –
TF
279
Tompkins Financial
New York
$48K – – –
BCI
280
Brinker Capital Investments
Pennsylvania
$43K +$45.7K +440 New
AWS
281
Aris Wealth Services
Pennsylvania
$42K +$415 +4 +0.9%
BC
282
Bartlett & Co
Ohio
$39K – – –
PO
283
Private Ocean
California
$34K – – –
HI
284
Hudock Inc
Pennsylvania
$32K -$6.02K -58 -15%
AC
285
Alexandria Capital
Virginia
$31K -$36.9K -356 -53%
JFA
286
JNBA Financial Advisors
Minnesota
$29K +$11.1K +107 +54%
LIA
287
LS Investment Advisors
Michigan
$28K – – –
JAM
288
JCIC Asset Management
Ontario, Canada
$27K – – –
LWM
289
LBA Wealth Management
Florida
$25K +$27K +260 New
EWM
290
Evercore Wealth Management
New York
$24K – – –
WTC
291
WhitTier Trust Company
Nevada
$23K – – –
HNB
292
Huntington National Bank
Ohio
$21K – – –
SCA
293
Strategic Capital Alternatives
United States
$21K +$20.9K +201 +1,436%
ACM
294
Argentus Capital Management
Texas
$21K +$22.3K +215 New
WCM
295
Windsor Capital Management
Arizona
$21K +$23.2K +224 New
CP
296
Corbenic Partners
Pennsylvania
$20K – – –
CB
297
Community Bank
New York
$19K – – –
VIA
298
Vantage Investment Advisors
Pennsylvania
$18K -$72K -694 -79%
MCM
299
Manchester Capital Management
Vermont
$18K – – –
S
300
SignatureFD
Georgia
$17K -$2.7K -26 -13%
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12
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