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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
301
Armbruster Capital Management
New York
$899K – – –
WIA
302
Wealthstreet Investment Advisors
Texas
$880K -$51.6K -368 -6%
EWMCB
303
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$873K +$77K +549 +10%
WAG
304
Winthrop Advisory Group
Massachusetts
$846K -$125K -889 -13%
CIC
305
Cutler Investment Counsel
Oregon
$845K +$39.8K +284 +5%
ACS
306
Archford Capital Strategies
Illinois
$845K +$176K +1,253 +26%
TDC
307
Thompson Davis & Co
Virginia
$842K -$91.4K -652 -10%
PA
308
Parallel Advisors
California
$827K +$30.7K +219 +4%
EVM
309
Eaton Vance Management
Massachusetts
$825K +$830K +5,917 New
MBA
310
McQueen Ball & Associates
Pennsylvania
$824K +$182K +1,300 +28%
JIC
311
Joel Isaacson & Co
New York
$820K – – –
MHS
312
M Holdings Securities
Oregon
$815K +$29.7K +212 +4%
MWA
313
Martel Wealth Advisors
Washington
$815K +$820K +5,846 New
OFS
314
Orrstown Financial Services
Pennsylvania
$814K -$43K -307 -5%
AIM
315
AMI Investment Management
Indiana
$814K +$31.1K +222 +4%
RC
316
RegentAtlantic Capital
New Jersey
$812K +$5.75K +41 +0.7%
IWM
317
IHT Wealth Management
Illinois
$806K +$36.2K +258 +5%
PCM
318
Parsons Capital Management
Rhode Island
$797K +$4.77K +34 +0.6%
SIAS
319
Shine Investment Advisory Services
Colorado
$796K – – –
JIC
320
Johnson Investment Counsel
Ohio
$788K +$60K +428 +8%
NA
321
NewEdge Advisors
Louisiana
$778K +$153K +1,092 +24%
SIA
322
Starfire Investment Advisers
Michigan
$777K -$1.54M -10,976 -66%
CF
323
Corrigan Financial
Rhode Island
$754K -$45K -321 -6%
BOH
324
Bank of Hawaii
Hawaii
$754K +$10.5K +75 +1%
LC
325
LCNB Corp
Ohio
$746K +$751K +5,354 New
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