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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
376
WesBanco Bank
West Virginia
$383K +$375K +2,881 New
PTC
377
Private Trust Company
Ohio
$381K – – –
EHPM
378
Emery Howard Portfolio Management
California
$380K +$4.16K +32 +1%
KA
379
Kovack Advisors
Florida
$377K +$33.8K +260 +10%
RWP
380
RWA Wealth Partners
Massachusetts
$376K +$91.6K +704 +33%
CG
381
Cutler Group
California
$369K +$362K +2,783 New
MWP
382
MYCIO Wealth Partners
Pennsylvania
$365K +$357K +2,745 New
PP
383
PDS Planning
Ohio
$365K +$357K +2,745 New
NSIM
384
North Star Investment Management
Illinois
$360K +$130 +1 +0%
RWA
385
Ropes Wealth Advisors
Massachusetts
$359K – – –
CC
386
Cassaday & Co
Virginia
$355K +$185K +1,421 +113%
AF
387
Advisornet Financial
Minnesota
$355K +$348K +2,675 New
GFP
388
Gryphon Financial Partners
Ohio
$355K +$348K +2,675 New
LFS
389
Legacy Financial Strategies
Kansas
$354K +$347K +2,669 New
TFF
390
The Family Firm
Maryland
$350K +$27.3K +210 +9%
GA
391
Gateway Advisory
New Jersey
$349K +$342K +2,629 New
PJSIMP
392
P.J. Schmidt Investment Management (PJS)
Wisconsin
$341K -$70.9K -545 -17%
NA
393
NewEdge Advisors
Louisiana
$340K +$328K +2,521 New
SPI
394
Santori & Peters Inc
Pennsylvania
$340K +$350K +2,690 New
WI
395
WBI Investments
New Jersey
$334K -$14.3K -110 -4%
LFA
396
Landmark Financial Advisors
Kentucky
$334K +$15.1K +116 +5%
TI
397
Truepoint Inc
Ohio
$333K +$22.5K +173 +7%
NP
398
NorthRock Partners
Minnesota
$330K – – –
GHAM
399
Gilman Hill Asset Management
Connecticut
$325K – – –
CA
400
CapWealth Advisors
Tennessee
$323K +$317K +2,436 New
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