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Vanguard Morningstar Small-Cap Value ETF
VBR

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