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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
376
C.M. Bidwell & Associates
Hawaii
$517K -$41.4K -295 -7%
RCA
377
Rowland Carmichael Advisors
Arizona
$514K +$77.4K +552 +18%
AA
378
Ancora Advisors
Ohio
$507K – – –
JCM
379
Jag Capital Management
Missouri
$503K -$24.4K -174 -5%
BDF
380
Balasa Dinverno & Foltz
$501K -$110K -787 -18%
NSIM
381
North Star Investment Management
Illinois
$494K +$4.49K +32 +0.9%
PG
382
Patten Group
Tennessee
$492K -$2.8K -20 -0.6%
SFS
383
Strategic Financial Services
New York
$485K – – –
BFPW
384
BOK Financial Private Wealth
Colorado
$465K – – –
MWP
385
MYCIO Wealth Partners
Pennsylvania
$456K +$4.35K +31 +1%
RGC
386
Roberts, Glore & Co
Illinois
$451K -$407K -2,904 -47%
BS
387
Boenning & Scattergood
Pennsylvania
$450K +$77K +549 +20%
NF
388
Nikulski Financial
Iowa
$448K -$485K -3,459 -49%
BFC
389
Bedel Financial Consulting
Indiana
$445K -$8.55K -61 -2%
TRCT
390
Tower Research Capital (TRC)
New York
$443K +$446K +3,179 New
DAS
391
Dynamic Advisor Solutions
Arizona
$440K +$30.7K +219 +7%
CT
392
CPF Texas
Texas
$440K +$186K +1,324 +72%
WB
393
WesBanco Bank
West Virginia
$438K +$14K +100 +3%
LFAS
394
Level Four Advisory Services
Texas
$436K -$1.49M -10,651 -77%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$436K +$123K +875 +39%
JIC
396
JRM Investment Counsel
Nebraska
$433K – – –
SBIA
397
Sheaff Brock Investment Advisors
Indiana
$432K +$15.4K +110 +4%
WP
398
WealthSource Partners
California
$432K +$435K +3,103 New
GC
399
Grimes & Company
Massachusetts
$425K – – –
PIA
400
Pinion Investment Advisors
Kansas
$420K -$13.7K -98 -3%
14 15
16
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