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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
526
Brinker Capital Investments
Pennsylvania
$36K -$4.95K -38 -12%
BWM
527
Baystate Wealth Management
Massachusetts
$35K +$20.4K +157 +167%
SWP
528
Strategic Wealth Partners
Ohio
$34K +$34.4K +264 New
BC
529
Barnett & Company
Tennessee
$30K – – –
VFA
530
Valeo Financial Advisors
Indiana
$29K +$6.51K +50 +29%
FGC
531
Financial Gravity Companies
Texas
$29K +$27.6K +212 New
VCM
532
Vigilant Capital Management
Maine
$28K +$20.8K +160 +314%
CP
533
Corbenic Partners
Pennsylvania
$27K – – –
MCM
534
Mainstay Capital Management
Michigan
$26K +$25.8K +198 New
VCM
535
Virtue Capital Management
Tennessee
$26K +$25.8K +198 New
GEA
536
Glen Eagle Advisors
New Jersey
$25.9K – – –
JWA
537
JFS Wealth Advisors
Pennsylvania
$24K – – –
SIAP
538
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
SP
539
SWS Partners
Ohio
$21K +$20.2K +155 New
POIA
540
Pin Oak Investment Advisors
Texas
$21K +$20.8K +160 New
PCA
541
Peddock Capital Advisors
Massachusetts
$20K – – –
DAM
542
Delta Asset Management
Tennessee
$19K – – –
CFA
543
Carroll Financial Associates
North Carolina
$15K – – –
TC
544
Trust Company
Kansas
$15K – – –
CDIA
545
Capital Directions Investment Advisors
Georgia
$15K +$10.4K +80 +229%
MSA
546
Marino Stram & Associates
Massachusetts
$14K +$13.3K +102 New
CB
547
CNB Bank
Pennsylvania
$14K +$13.8K +106 New
AWM
548
Aevitas Wealth Management
Massachusetts
$11K +$10.4K +80 New
AOWM
549
Alpha Omega Wealth Management
Virginia
$9K – – –
QAM
550
QCI Asset Management
New York
$9K – – –
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