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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
451
Carroll Financial Associates
North Carolina
$14K – – –
TC
452
Trust Company
Kansas
$14K – – –
BRC
453
Bell Rock Capital
Delaware
$13K +$13.1K +107 New
TDC
454
Thompson Davis & Co
Virginia
$12K -$30.7K -250 -71%
AOWM
455
Alpha Omega Wealth Management
Virginia
$9K – – –
VWM
456
Valley Wealth Managers
New Jersey
$9K – – –
QAM
457
QCI Asset Management
New York
$9K +$8.72K +71 New
GI
458
Gradient Investments
Minnesota
$9K +$9.46K +77 New
ACS
459
Archford Capital Strategies
Illinois
$8K +$1.11K +9 +15%
CCM
460
Cribstone Capital Management
Maine
$7K – – –
RFM
461
Royal Fund Management
Florida
$6K +$6.14K +50 New
RFA
462
Reilly Financial Advisors
California
$5K – – –
RCG
463
Ruggie Capital Group
Florida
$5K +$4.91K +40 New
CWM
464
Catamount Wealth Management
Connecticut
$4K -$491 -4 -10%
FWM
465
Focused Wealth Management
New York
$4K – – –
IF
466
Ironwood Financial
Arizona
$4K – – –
KTC
467
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WCM
468
Wealthcare Capital Management
Virginia
$4K – – –
HCA
469
Harbour Capital Advisors
Virginia
$3.69K +$3.69K +30 New
AIS
470
Accurate Investment Solutions
Pennsylvania
$3K – – –
RBA
471
Richard Bernstein Advisors
New York
$3K – – –
AA
472
Apriem Advisors
California
$3K +$3.07K +25 New
HT
473
Heritage Trust
Oklahoma
$3K +$3.07K +25 New
NDSI
474
Newman Dignan & Sheerar Inc
Rhode Island
$1.61K +$362K +2,948 +29%
CDIA
475
Capital Directions Investment Advisors
Georgia
$1K -$1.11K -9 -60%
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