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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
401
Pinnacle Bancorp
Nebraska
$121K +$121K +984 New
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$113K +$737 +6 +0.7%
HDIM
403
Hanson & Doremus Investment Management
Vermont
$108K +$89.4K +728 +485%
LYV
404
Live Your Vision
Pennsylvania
$107K – – –
CB
405
Community Bank
New York
$105K – – –
IFA
406
Interactive Financial Advisors
Illinois
$100K -$26.4K -215 -21%
CHP
407
Cable Hill Partners
Oregon
$98K -$1.65M -13,471 -94%
BWA
408
Burt Wealth Advisors
Maryland
$85K +$24.3K +198 +40%
SBL
409
Sargent Bickham Lagudis
Colorado
$79K +$8.11K +66 +11%
RCA
410
Rowland Carmichael Advisors
Arizona
$75K -$339K -2,756 -82%
LF
411
Lee Financial
Texas
$73K +$72.6K +591 New
TF
412
Tompkins Financial
New York
$72K – – –
HWP
413
Hefty Wealth Partners
Indiana
$64K -$146K -1,186 -69%
BC
414
Bartlett & Co
Ohio
$61K – – –
ZB
415
Zions Bancorporation
Utah
$61K – – –
EWM
416
Evercore Wealth Management
New York
$57K – – –
PWM
417
Perigon Wealth Management
California
$54K – – –
TIM
418
Tortoise Investment Management
New York
$54K +$246 +2 +0.5%
FCB
419
First Command Bank
Texas
$54K +$37.5K +305 +218%
FCFS
420
First Command Financial Services
Texas
$54K +$37.5K +305 +218%
VNA
421
Valley National Advisers
Pennsylvania
$50K – – –
EDRH
422
Edmond de Rothschild Holding
Switzerland
$50K +$50.4K +410 New
RWM
423
Raffa Wealth Management
District of Columbia
$49.6K +$246 +2 +0.5%
BTIS
424
BB&T Investment Services
North Carolina
$49K +$5.04K +41 +11%
CPA
425
Clear Perspective Advisors
Illinois
$44K – – –
15 16
17
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