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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
326
SeaCrest Wealth Management
New York
$903K +$54.1K +423 +6%
HT
327
Heritage Trust
Oklahoma
$895K -$38.9K -304 -4%
IWC
328
Integrated Wealth Concepts
Massachusetts
$894K +$38.8K +303 +5%
CCG
329
Chatham Capital Group
Georgia
$890K – – –
IIC
330
Integrated Investment Consultants
Michigan
$887K – – –
HFA
331
Huber Financial Advisors
Illinois
$883K -$19.6K -153 -2%
MHIC
332
Marble Harbor Investment Counsel
Massachusetts
$877K +$871K +6,806 New
BAAM
333
Baker Avenue Asset Management
California
$870K -$106K -831 -11%
CWAG
334
Compton Wealth Advisory Group
Virginia
$868K +$68.1K +532 +9%
CFB
335
Cullen/Frost Bankers
Texas
$866K +$265K +2,067 +44%
SWP
336
Stratos Wealth Partners
Ohio
$864K +$22.8K +178 +3%
CTC
337
Central Trust Company
Missouri
$852K -$16.9K -132 -2%
EAM
338
Evanson Asset Management
California
$849K +$9.09K +71 +1%
HCIA
339
Hochman Cole Investment Advisors
Illinois
$840K -$18.7K -146 -2%
OIA
340
OneDigital Investment Advisors
Kansas
$840K -$768 -6 -0.1%
S
341
Surevest
California
$828K -$45.6K -356 -5%
WB
342
WesBanco Bank
West Virginia
$827K +$10.1K +79 +1%
JPG
343
Jordan Park Group
California
$823K – – –
EVM
344
Eaton Vance Management
Massachusetts
$823K +$13.8K +108 +2%
DIA
345
Davidson Investment Advisors
Montana
$823K +$110K +860 +16%
PCM
346
Parsons Capital Management
Rhode Island
$811K +$23.2K +181 +3%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$810K -$694K -5,418 -46%
JC
348
Jentner Corp
Ohio
$804K +$269K +2,100 +51%
ACS
349
Archford Capital Strategies
Illinois
$802K -$94.7K -740 -11%
SC
350
Scotia Capital
Ontario, Canada
$800K +$794K +6,205 New
12 13
14
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