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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
426
Cable Hill Partners
Oregon
$96K -$6.16K -50 -6%
BTIS
427
BB&T Investment Services
North Carolina
$81K – – –
LF
428
Lee Financial
Texas
$76K – – –
HNB
429
Huntington National Bank
Ohio
$74K – – –
BWA
430
Burt Wealth Advisors
Maryland
$73K – – –
TF
431
Tompkins Financial
New York
$72K – – –
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K +$66.8K +542 New
SBL
433
Sargent Bickham Lagudis
Colorado
$68K – – –
GWS
434
Glassman Wealth Services
Virginia
$66K – – –
BC
435
Bartlett & Co
Ohio
$64K – – –
PS
436
Portfolio Solutions
Michigan
$64K +$44.5K +361 +256%
AFNAS
437
American Financial Network Advisory Services
California
$63K +$61.1K +496 New
EWM
438
Evercore Wealth Management
New York
$59K – – –
HWP
439
Hefty Wealth Partners
Indiana
$58K -$6.78K -55 -11%
PWM
440
Perigon Wealth Management
California
$54K -$2.22K -18 -4%
LC
441
Landaas & Company
Wisconsin
$53K +$51.2K +415 New
EDRH
442
Edmond de Rothschild Holding
Switzerland
$52K – – –
VNA
443
Valley National Advisers
Pennsylvania
$52K – – –
CPA
444
Clear Perspective Advisors
Illinois
$49K +$3.58K +29 +8%
VIA
445
Vantage Investment Advisors
Pennsylvania
$48K -$1.85K -15 -4%
FCB
446
First Command Bank
Texas
$48K – – –
FCFS
447
First Command Financial Services
Texas
$48K – – –
PO
448
Private Ocean
California
$46K +$123 +1 +0.3%
SFSIG
449
San Francisco Sentry Investment Group
California
$45K +$40.6K +329 +1,219%
KF
450
Krilogy Financial
Missouri
$44K -$4.68K -38 -10%
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