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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EHPM
376
Emery Howard Portfolio Management
California
$380K +$4.16K +32 +1%
KA
377
Kovack Advisors
Florida
$377K +$33.8K +260 +10%
RWP
378
RWA Wealth Partners
Massachusetts
$376K +$91.6K +704 +33%
CG
379
Cutler Group
California
$369K +$362K +2,783 New
MWP
380
MYCIO Wealth Partners
Pennsylvania
$365K +$357K +2,745 New
PP
381
PDS Planning
Ohio
$365K +$357K +2,745 New
NSIM
382
North Star Investment Management
Illinois
$360K +$130 +1 +0%
RWA
383
Ropes Wealth Advisors
Massachusetts
$359K – – –
CC
384
Cassaday & Co
Virginia
$355K +$185K +1,421 +113%
AF
385
Advisornet Financial
Minnesota
$355K +$348K +2,675 New
GFP
386
Gryphon Financial Partners
Ohio
$355K +$348K +2,675 New
LFS
387
Legacy Financial Strategies
Kansas
$354K +$347K +2,669 New
TFF
388
The Family Firm
Maryland
$350K +$27.3K +210 +9%
GA
389
Gateway Advisory
New Jersey
$349K +$342K +2,629 New
PJSIMP
390
P.J. Schmidt Investment Management (PJS)
Wisconsin
$341K -$70.9K -545 -17%
NA
391
NewEdge Advisors
Louisiana
$340K +$328K +2,521 New
SPI
392
Santori & Peters Inc
Pennsylvania
$340K +$350K +2,690 New
WI
393
WBI Investments
New Jersey
$334K -$14.3K -110 -4%
LFA
394
Landmark Financial Advisors
Kentucky
$334K +$15.1K +116 +5%
TI
395
Truepoint Inc
Ohio
$333K +$22.5K +173 +7%
NP
396
NorthRock Partners
Minnesota
$330K – – –
GHAM
397
Gilman Hill Asset Management
Connecticut
$325K – – –
CA
398
CapWealth Advisors
Tennessee
$323K +$317K +2,436 New
RMCM
399
Reynders McVeigh Capital Management
Massachusetts
$321K +$19.9K +153 +7%
NPF
400
Norris Perne & French
Michigan
$316K -$194K -1,488 -38%
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16
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