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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
$372K +$1.72K +13 +0.5%
SPI
377
Santori & Peters Inc
Pennsylvania
$372K +$25.2K +190 +7%
AMCA
378
Arthur M. Cohen & Associates
Illinois
$365K -$236K -1,783 -38%
PP
379
PDS Planning
Ohio
$359K +$3.71K +28 +1%
JFGLC
380
Johnson Financial Group LLC (Colorado)
Colorado
$357K +$152K +1,143 +71%
DAS
381
Dynamic Advisor Solutions
Arizona
$350K +$57.4K +433 +19%
RWA
382
Ropes Wealth Advisors
Massachusetts
$349K – – –
GFP
383
Gryphon Financial Partners
Ohio
$346K – – –
PAG
384
Pinnacle Advisory Group
Maryland
$345K -$40.8K -308 -10%
RWM
385
RKL Wealth Management
Pennsylvania
$341K -$90.9K -686 -21%
TFF
386
The Family Firm
Maryland
$341K +$133 +1 +0%
KA
387
Kovack Advisors
Florida
$339K -$28.5K -215 -8%
NP
388
NorthRock Partners
Minnesota
$333K +$11.4K +86 +3%
SFG
389
StrategIQ Financial Group
Indiana
$329K -$216K -1,629 -39%
IAA
390
Ironsides Asset Advisors
North Carolina
$329K +$337K +2,541 New
VCM
391
Versant Capital Management
Arizona
$328K +$30K +226 +10%
VCP
392
Vista Capital Partners
Oregon
$328K +$106K +798 +46%
CBU
393
CIBC Bank USA
Illinois
$327K +$66.4K +501 +25%
LFA
394
Landmark Financial Advisors
Kentucky
$326K – – –
W
395
Wealthfront
California
$325K -$105K -791 -24%
PTC
396
Private Trust Company
Ohio
$324K -$49K -370 -13%
BUB
397
BBVA USA Bancshares
Texas
$322K +$169K +1,272 +105%
PJSIMP
398
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$11.9K -90 -4%
GHAM
399
Gilman Hill Asset Management
Connecticut
$317K – – –
DPI
400
Diversified Portfolios Inc
Michigan
$315K +$13.3K +100 +4%
14 15
16
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