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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$137K -$4.16K -34 -3%
HDIM
402
Hanson & Doremus Investment Management
Vermont
$126K +$18K +147 +17%
HNB
403
Huntington National Bank
Ohio
$122K – – –
CC
404
Cassaday & Co
Virginia
$119K -$19.8K -162 -14%
JGIA
405
Jackson Grant Investment Advisers
Connecticut
$114K +$489 +4 +0.4%
NA
406
NewEdge Advisors
Louisiana
$108K +$108K +886 New
LYV
407
Live Your Vision
Pennsylvania
$108K – – –
CB
408
Community Bank
New York
$105K – – –
BGC
409
Blue Granite Capital
South Carolina
$101K +$100K +819 New
PMFA
410
Plante Moran Financial Advisors
Michigan
$100K -$24.2K -198 -20%
CHP
411
Cable Hill Partners
Oregon
$99K – – –
IFA
412
Interactive Financial Advisors
Illinois
$90K -$10.1K -83 -10%
BTIS
413
BB&T Investment Services
North Carolina
$77K +$27.8K +227 +57%
LF
414
Lee Financial
Texas
$73K – – –
BWA
415
Burt Wealth Advisors
Maryland
$70K -$14.2K -116 -17%
TF
416
Tompkins Financial
New York
$69K -$2.69K -22 -4%
SBL
417
Sargent Bickham Lagudis
Colorado
$65K -$14.2K -116 -18%
GWS
418
Glassman Wealth Services
Virginia
$63K +$63K +515 New
HWP
419
Hefty Wealth Partners
Indiana
$62K -$1.59K -13 -2%
BC
420
Bartlett & Co
Ohio
$61K – – –
EWM
421
Evercore Wealth Management
New York
$57K – – –
PWM
422
Perigon Wealth Management
California
$54K – – –
EDRH
423
Edmond de Rothschild Holding
Switzerland
$50K – – –
VNA
424
Valley National Advisers
Pennsylvania
$50K – – –
RWM
425
Raffa Wealth Management
District of Columbia
$49.6K – – –
15 16
17
18 19