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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
301
RKL Wealth Management
Pennsylvania
$494K +$23.7K +194 +5%
SFA
302
Sequoia Financial Advisors
Ohio
$488K -$6.24M -51,071 -93%
PL
303
Plancorp LLC
Missouri
$471K – – –
VAM
304
Visionary Asset Management
Texas
$471K +$469K +3,833 New
OC
305
Oppenheimer & Co
New York
$470K +$40.8K +334 +10%
S
306
SignatureFD
Georgia
$464K +$8.56K +70 +2%
AA
307
Ancora Advisors
Ohio
$462K – – –
VKH
308
Virtu KCG Holdings
New York
$460K +$458K +3,744 New
BFPW
309
BOK Financial Private Wealth
Colorado
$444K -$10.6K -87 -2%
AIM
310
Advantage Investment Management
Iowa
$433K -$41.1K -336 -9%
FHA
311
Flagship Harbor Advisors
Massachusetts
$431K +$26.7K +218 +7%
WFG
312
Wills Financial Group
Virginia
$426K +$8.56K +70 +2%
KCPG
313
Kavar Capital Partners Group
Kansas
$425K – – –
WP
314
WMS Partners
Maryland
$424K – – –
ACP
315
Aveo Capital Partners
Colorado
$420K +$6.36K +52 +2%
JCM
316
Jag Capital Management
Missouri
$419K -$17.5K -143 -4%
CB
317
Chemical Bank
Michigan
$418K +$133K +1,090 +47%
NFG
318
Nations Financial Group
Iowa
$418K +$141K +1,154 +51%
SBIA
319
Sheaff Brock Investment Advisors
Indiana
$414K +$53.5K +438 +15%
RGC
320
Roberts, Glore & Co
Illinois
$401K – – –
MRC
321
Millburn Ridgefield Corp
New York
$395K -$38.3K -313 -9%
PJSIMP
322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$383K +$22.6K +185 +6%
JC
323
Jentner Corp
Ohio
$382K -$1.96K -16 -0.5%
CAL
324
Capital Analysts LLC
Pennsylvania
$374K -$262K -2,147 -41%
W
325
Wealthfront
California
$368K +$12.8K +105 +4%
11 12
13
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