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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
326
Strategic Financial Services
New York
$297K -$136K -1,185 -33%
GHAM
327
Gilman Hill Asset Management
Connecticut
$296K – – –
PTC
328
Private Trust Company
Ohio
$293K +$23.3K +203 +9%
CWM
329
Concert Wealth Management
California
$292K +$108K +940 +64%
LFA
330
Landmark Financial Advisors
Kentucky
$290K – – –
RMCM
331
Reynders McVeigh Capital Management
Massachusetts
$287K – – –
IWM
332
IHT Wealth Management
Illinois
$284K +$268K +2,333 New
DPI
333
Diversified Portfolios Inc
Michigan
$283K – – –
KA
334
Kovack Advisors
Florida
$277K +$21.7K +189 +9%
ISL
335
Ingalls & Snyder LLC
New York
$273K +$3.21K +28 +1%
CA
336
Clearstead Advisors
Ohio
$272K +$258K +2,250 New
JFA
337
JNBA Financial Advisors
Minnesota
$271K +$76.6K +668 +42%
CBU
338
CIBC Bank USA
Illinois
$270K – – –
NFP
339
Narus Financial Partners
Utah
$270K +$256K +2,234 New
NHC
340
Nicholas Hoffman & Company
Georgia
$268K +$253K +2,202 New
BWFM
341
Bridgewater Wealth & Financial Management
Maryland
$267K -$1.26K -11 -0.5%
FWP
342
FAS Wealth Partners
Kansas
$267K +$11.8K +103 +5%
NFG
343
Nations Financial Group
Iowa
$266K -$71.2K -621 -22%
CPSAC
344
Chas P. Smith & Associates (CPS)
Florida
$262K -$428K -3,736 -63%
AL
345
Aspiriant LLC
California
$256K -$317K -2,760 -57%
CB
346
Chemical Bank
Michigan
$255K +$242K +2,109 New
EFS
347
Essex Financial Services
Connecticut
$246K +$233K +2,031 New
RG
348
Rathbones Group
United Kingdom
$242K – – –
RBC
349
Ronald Blue & Co
Georgia
$239K +$1.49K +13 +0.7%
LFAS
350
Level Four Advisory Services
Texas
$238K +$226K +1,968 New
12 13
14
15 16