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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
551
Security National Trust
West Virginia
$135K – – –
SWA
552
Stratos Wealth Advisors
Ohio
$135K +$185K +1,523 New
CHA
553
Carmichael Hill & Associates
Maryland
$130K -$12.7K -105 -7%
WEC
554
Winslow Evans & Crocker
Massachusetts
$126K +$12.4K +102 +8%
GWS
555
Glassman Wealth Services
Virginia
$123K +$14.6K +120 +9%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$120K +$44.6K +368 +38%
LPIC
557
LeJeune Puetz Investment Counsel
Michigan
$118K -$910K -7,500 -85%
CIAS
558
CBIZ Investment Advisory Services
Ohio
$115K – – –
PFBT
559
Parkside Financial Bank & Trust
Missouri
$113K – – –
KFI
560
Key Financial Inc
Pennsylvania
$112K +$151K +1,248 New
HNB
561
Huntington National Bank
Ohio
$105K – – –
TAM
562
Townsend Asset Management
North Carolina
$105K +$2.43K +20 +2%
SW
563
SVB Wealth
Massachusetts
$104K -$935K -7,711 -87%
IA
564
IndexIQ Advisors
New York
$104K +$85.3K +703 +150%
BCA
565
Berman Capital Advisors
Georgia
$101K -$1.2M -9,902 -90%
CFN
566
Cordasco Financial Network
Florida
$97K +$364 +3 +0.3%
BWM
567
BerganKDV Wealth Management
Minnesota
$94K – – –
PO
568
Private Ocean
California
$93K -$49.7K -410 -28%
BW
569
Bison Wealth
Georgia
$93K -$14.2K -117 -10%
AWM
570
Atticus Wealth Management
Florida
$89K – – –
RE
571
RBC Europe
United Kingdom
$88.8K – – –
JGIA
572
Jackson Grant Investment Advisers
Connecticut
$87K +$485 +4 +0.4%
CAC
573
Certified Advisory Corp
Florida
$86K -$15.5K -128 -12%
GSWM
574
Golden State Wealth Management
California
$85K +$116K +958 New
SBL
575
Sargent Bickham Lagudis
Colorado
$84K – – –
21 22
23
24 25