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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Ancora Advisors
Ohio
$430K -$38K -287 -8%
FHC
502
First Heartland Consultants
Missouri
$426K -$147K -1,106 -26%
IDA
503
Intelligence Driven Advisers
California
$425K -$10.5K -79 -2%
SQA
504
Simon Quick Advisors
New Jersey
$425K +$178K +1,346 +77%
CA
505
Clearstead Advisors
Ohio
$422K +$11.1K +84 +3%
TFA
506
TPG Financial Advisors
Oregon
$421K +$12.3K +93 +3%
SWM
507
Selective Wealth Management
Virginia
$419K -$102K -773 -20%
BS
508
Boenning & Scattergood
Pennsylvania
$416K -$34.6K -261 -8%
1WA
509
180 Wealth Advisors
Washington
$415K +$98.3K +742 +33%
VWA
510
Visionary Wealth Advisors
Illinois
$415K +$401K +3,026 New
PAIM
511
Punch & Associates Investment Management
Minnesota
$414K +$400K +3,022 New
APG
512
Abacus Planning Group
South Carolina
$413K +$132 +1 +0%
KA
513
Kovack Advisors
Florida
$411K +$48.9K +369 +14%
GC
514
Grimes & Company
Massachusetts
$409K – – –
TL
515
TrueWealth LLC
Georgia
$408K +$132 +1 +0%
PMFA
516
Plante Moran Financial Advisors
Michigan
$407K -$3.18K -24 -0.8%
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$406K +$21.1K +159 +6%
DPI
518
Diversified Portfolios Inc
Michigan
$401K +$83.6K +631 +28%
WCAMG
519
Woodard & Company Asset Management Group
North Carolina
$400K +$1.99K +15 +0.5%
CCA
520
Clearwater Capital Advisors
Illinois
$399K -$256K -1,934 -40%
WAG
521
Winthrop Advisory Group
Massachusetts
$397K -$18.1K -137 -5%
RMA
522
Roffman Miller Associates
Pennsylvania
$389K +$2.65K +20 +0.7%
RPWA
523
Regent Peak Wealth Advisors
Georgia
$387K +$374K +2,825 New
NAS
524
Nicolet Advisory Services
Wisconsin
$383K -$2.12K -16 -0.6%
BCA
525
Bay Colony Advisors
Massachusetts
$381K -$181K -1,363 -33%
19 20
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