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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
451
Brinker Capital Investments
Pennsylvania
$40K +$18.5K +150 +93%
GRP
452
Global Retirement Partners
California
$39K – – –
CFN
453
Cordasco Financial Network
Florida
$38K – – –
HI
454
Hudock Inc
Pennsylvania
$38K – – –
SSB
455
Sandy Spring Bank
Maryland
$38K – – –
WB
456
Webster Bank
Connecticut
$37K – – –
MWM
457
MinichMacGregor Wealth Management
New York
$35K – – –
PFBT
458
Parkside Financial Bank & Trust
Missouri
$35K +$33.9K +275 New
BBHC
459
Brown Brothers Harriman & Co
New York
$30K – – –
BC
460
Barnett & Company
Tennessee
$29K – – –
CP
461
Corbenic Partners
Pennsylvania
$26K – – –
GBBWRPM
462
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$24.7K +200 New
GEA
463
Glen Eagle Advisors
New Jersey
$24.9K -$19.5K -158 -45%
JWA
464
JFS Wealth Advisors
Pennsylvania
$23K – – –
SIAP
465
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
VFA
466
Valeo Financial Advisors
Indiana
$22K +$21K +170 New
PCA
467
Peddock Capital Advisors
Massachusetts
$20K – – –
DAM
468
Delta Asset Management
Tennessee
$18K – – –
CFA
469
Carroll Financial Associates
North Carolina
$15K – – –
TC
470
Trust Company
Kansas
$15K – – –
SIM
471
Sonora Investment Management
Arizona
$14.7K +$14.2K +115 New
BWM
472
Baystate Wealth Management
Massachusetts
$12K +$11.6K +94 New
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$11K +$10.8K +88 New
AC
474
Alexandria Capital
Virginia
$10K – – –
AOWM
475
Alpha Omega Wealth Management
Virginia
$9K – – –
17 18
19
20 21