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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
501
Sargent Bickham Lagudis
Colorado
$71K – – –
GWS
502
Glassman Wealth Services
Virginia
$68K – – –
IWP
503
Icon Wealth Partners
Texas
$68K +$66.6K +512 New
PS
504
Portfolio Solutions
Michigan
$67K – – –
BC
505
Bartlett & Co
Ohio
$66K – – –
PWM
506
Paulson Wealth Management
Illinois
$65K +$63.6K +489 New
EWM
507
Evercore Wealth Management
New York
$62K – – –
AFNAS
508
American Financial Network Advisory Services
California
$59K -$6.64K -51 -10%
PWM
509
Perigon Wealth Management
California
$56K – – –
SFSIG
510
San Francisco Sentry Investment Group
California
$56K +$8.59K +66 +19%
WAP
511
Wealthcare Advisory Partners
Pennsylvania
$55K +$42.2K +324 +368%
VNA
512
Valley National Advisers
Pennsylvania
$54K – – –
PO
513
Private Ocean
California
$48K +$521 +4 +1%
KF
514
Krilogy Financial
Missouri
$48K +$1.95K +15 +4%
LC
515
Landaas & Company
Wisconsin
$47K -$7.81K -60 -14%
VIA
516
Vantage Investment Advisors
Pennsylvania
$41K -$8.2K -63 -17%
FCB
517
First Command Bank
Texas
$40K -$9.11K -70 -19%
FCFS
518
First Command Financial Services
Texas
$40K -$9.11K -70 -19%
HI
519
Hudock Inc
Pennsylvania
$40K – – –
SSB
520
Sandy Spring Bank
Maryland
$40K – – –
CFN
521
Cordasco Financial Network
Florida
$39K – – –
MWM
522
MinichMacGregor Wealth Management
New York
$37K – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$37K – – –
BCI
524
Brinker Capital Investments
Pennsylvania
$36K -$4.95K -38 -12%
BWM
525
Baystate Wealth Management
Massachusetts
$35K +$20.4K +157 +167%
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