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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
176
Simplicity Solutions
Minnesota
$460K +$448K +4,346 New
TCM
177
Telos Capital Management
California
$457K +$29.9K +290 +7%
RGC
178
Roberts, Glore & Co
Illinois
$451K -$10.2K -99 -2%
PJSIMP
179
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441K -$124K -1,200 -22%
VFS
180
VSR Financial Services
Kansas
$439K -$13K -126 -3%
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$433K +$19.3K +187 +5%
RT
182
Reliance Trust
Georgia
$417K -$127K -1,231 -24%
WIC
183
Woodmont Investment Counsel
Tennessee
$408K -$51.6K -500 -11%
ABC
184
Associated Banc-Corp
Wisconsin
$407K +$82K +795 +26%
CC
185
Cassaday & Co
Virginia
$399K +$389K +3,775 New
SFA
186
Sequoia Financial Advisors
Ohio
$397K – – –
JIC
187
Joel Isaacson & Co
New York
$386K +$4.85K +47 +1%
NL
188
NWAM LLC
Washington
$382K -$55.3K -536 -13%
NFG
189
NewFocus Financial Group
Washington
$380K +$370K +3,589 New
FIM
190
Frontier Investment Management
Texas
$368K +$359K +3,478 New
WP
191
WMS Partners
Maryland
$365K +$56.8K +551 +19%
FI
192
FormulaFolio Investments
Michigan
$361K +$352K +3,411 New
CSIA
193
Charles Schwab Investment Advisory
California
$351K +$342K +3,317 New
LI
194
LMCG Investments
Massachusetts
$347K -$4.85K -47 -1%
CL
195
Choreo LLC
Illinois
$339K -$30.5K -296 -8%
PCA
196
Peddock Capital Advisors
Massachusetts
$336K +$327K +3,175 New
NFG
197
Next Financial Group
Texas
$330K -$243K -2,361 -43%
SCG
198
Sonata Capital Group
Washington
$328K +$320K +3,100 New
CIC
199
Cornercap Investment Counsel
Georgia
$324K – – –
RMCM
200
Reynders McVeigh Capital Management
Massachusetts
$313K – – –
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