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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
351
MorganRosel Wealth Management
Colorado
$2.61M -$1.17M -7,357 -29%
PAI
352
Pittenger & Anderson Inc
Nebraska
$2.6M – – –
EGA
353
E&G Advisors
Texas
$2.58M -$54K -340 -2%
AA
354
Axiom Advisory
California
$2.58M -$41.3K -260 -1%
SSW
355
Stone Summit Wealth
Florida
$2.57M +$554K +3,489 +24%
NFP
356
NorthLanding Financial Partners
New York
$2.57M +$2.84M +17,893 New
WIC
357
Willis Investment Counsel
Georgia
$2.53M -$2.03M -12,784 -42%
SW
358
SlateStone Wealth
Florida
$2.49M -$37K -233 -1%
AOWM
359
Alpha Omega Wealth Management
Virginia
$2.46M +$543K +3,417 +25%
BAM
360
Beaumont Asset Management
Texas
$2.45M +$691K +4,349 +34%
FFG
361
Fullen Financial Group
Ohio
$2.45M +$12.2K +77 +0.5%
EWA
362
EverSource Wealth Advisors
Alabama
$2.44M -$216K -1,358 -7%
C
363
CEDRUS
Colorado
$2.41M +$494K +3,109 +23%
IA
364
IFG Advisory
Georgia
$2.4M +$845K +5,318 +47%
LFA
365
Level Financial Advisors
New York
$2.38M +$94.2K +593 +4%
EVM
366
Eaton Vance Management
Massachusetts
$2.35M -$103K -646 -4%
CA
367
Cetera Advisors
Colorado
$2.33M +$121K +762 +5%
PFG
368
Pinnacle Financial Group
Illinois
$2.31M +$160K +1,010 +7%
CDH
369
Charles D. Hyman
$2.3M – – –
ACA
370
Atlas Capital Advisors
Wyoming
$2.28M +$641K +4,036 +34%
BWM
371
Baystate Wealth Management
Massachusetts
$2.27M -$14.9M -93,670 -86%
CC
372
Cypress Capital
Tennessee
$2.27M -$130K -819 -5%
EIM
373
Ervin Investment Management
Washington
$2.27M +$549K +3,455 +28%
V
374
Veritable
Delaware
$2.25M -$50.8K -320 -2%
CWA
375
CJM Wealth Advisers
Virginia
$2.25M +$37.6K +237 +2%
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15
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