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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
501
Burt Wealth Advisors
Maryland
$76K – – –
TF
502
Tompkins Financial
New York
$75K +$651 +5 +0.9%
SBL
503
Sargent Bickham Lagudis
Colorado
$71K – – –
GWS
504
Glassman Wealth Services
Virginia
$68K – – –
IWP
505
Icon Wealth Partners
Texas
$68K +$66.6K +512 New
PS
506
Portfolio Solutions
Michigan
$67K – – –
BC
507
Bartlett & Co
Ohio
$66K – – –
PWM
508
Paulson Wealth Management
Illinois
$65K +$63.6K +489 New
EWM
509
Evercore Wealth Management
New York
$62K – – –
AFNAS
510
American Financial Network Advisory Services
California
$59K -$6.64K -51 -10%
PWM
511
Perigon Wealth Management
California
$56K – – –
SFSIG
512
San Francisco Sentry Investment Group
California
$56K +$8.59K +66 +19%
WAP
513
Wealthcare Advisory Partners
Pennsylvania
$55K +$42.2K +324 +368%
VNA
514
Valley National Advisers
Pennsylvania
$54K – – –
PO
515
Private Ocean
California
$48K +$521 +4 +1%
KF
516
Krilogy Financial
Missouri
$48K +$1.95K +15 +4%
LC
517
Landaas & Company
Wisconsin
$47K -$7.81K -60 -14%
VIA
518
Vantage Investment Advisors
Pennsylvania
$41K -$8.2K -63 -17%
FCB
519
First Command Bank
Texas
$40K -$9.11K -70 -19%
FCFS
520
First Command Financial Services
Texas
$40K -$9.11K -70 -19%
HI
521
Hudock Inc
Pennsylvania
$40K – – –
SSB
522
Sandy Spring Bank
Maryland
$40K – – –
CFN
523
Cordasco Financial Network
Florida
$39K – – –
MWM
524
MinichMacGregor Wealth Management
New York
$37K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$37K – – –
19 20
21
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