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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
426
Community Bank
New York
$109K – – –
BGC
427
Blue Granite Capital
South Carolina
$105K – – –
CHP
428
Cable Hill Partners
Oregon
$96K -$6.16K -50 -6%
BTIS
429
BB&T Investment Services
North Carolina
$81K – – –
LF
430
Lee Financial
Texas
$76K – – –
HNB
431
Huntington National Bank
Ohio
$74K – – –
BWA
432
Burt Wealth Advisors
Maryland
$73K – – –
TF
433
Tompkins Financial
New York
$72K – – –
JFGIW
434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K +$66.8K +542 New
SBL
435
Sargent Bickham Lagudis
Colorado
$68K – – –
GWS
436
Glassman Wealth Services
Virginia
$66K – – –
BC
437
Bartlett & Co
Ohio
$64K – – –
PS
438
Portfolio Solutions
Michigan
$64K +$44.5K +361 +256%
AFNAS
439
American Financial Network Advisory Services
California
$63K +$61.1K +496 New
EWM
440
Evercore Wealth Management
New York
$59K – – –
HWP
441
Hefty Wealth Partners
Indiana
$58K -$6.78K -55 -11%
PWM
442
Perigon Wealth Management
California
$54K -$2.22K -18 -4%
LC
443
Landaas & Company
Wisconsin
$53K +$51.2K +415 New
EDRH
444
Edmond de Rothschild Holding
Switzerland
$52K – – –
VNA
445
Valley National Advisers
Pennsylvania
$52K – – –
CPA
446
Clear Perspective Advisors
Illinois
$49K +$3.58K +29 +8%
VIA
447
Vantage Investment Advisors
Pennsylvania
$48K -$1.85K -15 -4%
FCB
448
First Command Bank
Texas
$48K – – –
FCFS
449
First Command Financial Services
Texas
$48K – – –
PO
450
Private Ocean
California
$46K +$123 +1 +0.3%
16 17
18
19 20