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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
451
Ingalls & Snyder LLC
New York
$396K +$11.8K +93 +3%
GC
452
Grimes & Company
Massachusetts
$394K +$890 +7 +0.2%
APA
453
American Portfolios Advisors
New York
$389K -$38.5K -303 -9%
AIC
454
Archer Investment Corporation
Indiana
$388K +$382K +3,000 +20,000%
CHP
455
Cable Hill Partners
Oregon
$387K +$79.6K +626 +26%
TL
456
TrueWealth LLC
Georgia
$385K +$4.2K +33 +1%
TFA
457
TPG Financial Advisors
Oregon
$383K +$4.83K +38 +1%
PIA
458
Pinion Investment Advisors
Kansas
$383K +$8.78K +69 +2%
MWM
459
Mission Wealth Management
California
$376K +$49.9K +392 +16%
VCP
460
Vista Capital Partners
Oregon
$375K +$17.8K +140 +5%
MA
461
Mutual Advisors
Nebraska
$374K +$27.7K +218 +8%
DAS
462
Dynamic Advisor Solutions
Arizona
$367K -$9.41K -74 -3%
TPA
463
Trivium Point Advisory
Connecticut
$363K +$358K +2,816 New
NG
464
Northstar Group
New York
$359K – – –
JFGLC
465
Johnson Financial Group LLC (Colorado)
Colorado
$352K -$33.2K -261 -9%
NAS
466
Nicolet Advisory Services
Wisconsin
$350K +$346K +2,719 New
RWA
467
Ropes Wealth Advisors
Massachusetts
$348K – – –
EPA
468
Element Pointe Advisors
Florida
$339K +$335K +2,630 New
BAMG
469
Brand Asset Management Group
Missouri
$335K +$194K +1,524 +141%
LFAS
470
Level Four Advisory Services
Texas
$333K +$23.9K +188 +8%
IAA
471
Ironsides Asset Advisors
North Carolina
$327K +$323K +2,541 New
PWMG
472
Prestige Wealth Management Group
New Jersey
$323K -$16.5K -130 -5%
WIA
473
World Investment Advisors
California
$317K -$16.5K -130 -5%
SCA
474
STALEY CAPITAL ADVISERS
Pennsylvania
$317K +$32.1K +252 +11%
CAM
475
Concorde Asset Management
Michigan
$315K – – –
17 18
19
20 21