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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$67K – – –
CI
502
Cavalier Investments
Georgia
$67K +$68.5K +517 New
HWP
503
Hefty Wealth Partners
Indiana
$65K -$16.7K -126 -20%
BC
504
Bartlett & Co
Ohio
$65K – – –
PS
505
Portfolio Solutions
Michigan
$65K – – –
BCWM
506
Bartlett & Co Wealth Management
Ohio
$64.7K +$66.3K +500 New
PWM
507
Perigon Wealth Management
California
$55K – – –
SFSIG
508
San Francisco Sentry Investment Group
California
$54K -$265 -2 -0.5%
LF
509
Lee Financial
Texas
$53K -$24.5K -185 -31%
VNA
510
Valley National Advisers
Pennsylvania
$53K – – –
RCAG
511
Rehmann Capital Advisory Group
Michigan
$53K +$53.9K +407 New
APP
512
Avantax Planning Partners
Iowa
$51K +$52.5K +396 New
KF
513
Krilogy Financial
Missouri
$50K +$2.92K +22 +6%
VFA
514
Valeo Financial Advisors
Indiana
$46K +$18.4K +139 +63%
PWAG
515
Polaris Wealth Advisory Group
California
$45K +$46.3K +349 New
SWP
516
Strategic Wealth Partners
Ohio
$40K +$5.96K +45 +17%
FCB
517
First Command Bank
Texas
$39.5K – – –
VIA
518
Vantage Investment Advisors
Pennsylvania
$39K -$795 -6 -2%
FCFS
519
First Command Financial Services
Texas
$39K – – –
HI
520
Hudock Inc
Pennsylvania
$39K – – –
CFN
521
Cordasco Financial Network
Florida
$38K – – –
ML
522
McAdam LLC
Pennsylvania
$38K +$39.4K +297 New
CG
523
Cutler Group
California
$37K -$331K -2,495 -90%
MWM
524
MinichMacGregor Wealth Management
New York
$36K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$36K – – –
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