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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
301
Wealthstreet Investment Advisors
Texas
$880K -$51.6K -368 -6%
EWMCB
302
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$873K +$77K +549 +10%
WAG
303
Winthrop Advisory Group
Massachusetts
$846K -$125K -889 -13%
CIC
304
Cutler Investment Counsel
Oregon
$845K +$39.8K +284 +5%
ACS
305
Archford Capital Strategies
Illinois
$845K +$176K +1,253 +26%
TDC
306
Thompson Davis & Co
Virginia
$842K -$91.4K -652 -10%
PA
307
Parallel Advisors
California
$827K +$30.7K +219 +4%
EVM
308
Eaton Vance Management
Massachusetts
$825K +$830K +5,917 New
MBA
309
McQueen Ball & Associates
Pennsylvania
$824K +$182K +1,300 +28%
JIC
310
Joel Isaacson & Co
New York
$820K – – –
MHS
311
M Holdings Securities
Oregon
$815K +$29.7K +212 +4%
MWA
312
Martel Wealth Advisors
Washington
$815K +$820K +5,846 New
OFS
313
Orrstown Financial Services
Pennsylvania
$814K -$43K -307 -5%
AIM
314
AMI Investment Management
Indiana
$814K +$31.1K +222 +4%
RC
315
RegentAtlantic Capital
New Jersey
$812K +$5.75K +41 +0.7%
IWM
316
IHT Wealth Management
Illinois
$806K +$36.2K +258 +5%
PCM
317
Parsons Capital Management
Rhode Island
$797K +$4.77K +34 +0.6%
SIAS
318
Shine Investment Advisory Services
Colorado
$796K – – –
JIC
319
Johnson Investment Counsel
Ohio
$788K +$60K +428 +8%
NA
320
NewEdge Advisors
Louisiana
$778K +$153K +1,092 +24%
SIA
321
Starfire Investment Advisers
Michigan
$777K -$1.54M -10,976 -66%
CF
322
Corrigan Financial
Rhode Island
$754K -$45K -321 -6%
BOH
323
Bank of Hawaii
Hawaii
$754K +$10.5K +75 +1%
LC
324
LCNB Corp
Ohio
$746K +$751K +5,354 New
LFA
325
Landmark Financial Advisors
Kentucky
$740K +$392K +2,794 +111%
11 12
13
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