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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
526
Barnett & Company
Tennessee
$29K – – –
PCM
527
Princeton Capital Management
New Jersey
$28K +$28.9K +218 New
VCM
528
Virtue Capital Management
Tennessee
$26K – – –
GEA
529
Glen Eagle Advisors
New Jersey
$25.2K – – –
MCM
530
Mainstay Capital Management
Michigan
$25K – – –
BWM
531
Baystate Wealth Management
Massachusetts
$24K -$9.01K -68 -27%
SIAP
532
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
JWA
533
JFS Wealth Advisors
Pennsylvania
$23K – – –
VCM
534
Vigilant Capital Management
Maine
$21K -$6.76K -51 -24%
PCA
535
Peddock Capital Advisors
Massachusetts
$20K – – –
SP
536
SWS Partners
Ohio
$20K +$133 +1 +0.6%
BWA
537
BDO Wealth Advisors
Florida
$20K +$20.9K +158 New
DAM
538
Delta Asset Management
Tennessee
$19K – – –
HT
539
Heritage Trust
Oklahoma
$19K +$17.9K +135 +1,038%
AWA
540
Acorn Wealth Advisors
Michigan
$16K +$11.9K +90 +265%
CFA
541
Carroll Financial Associates
North Carolina
$15K – – –
TC
542
Trust Company
Kansas
$15K – – –
GI
543
Gradient Investments
Minnesota
$15K +$15.4K +116 New
MCWS
544
McKinley Carter Wealth Services
West Virginia
$15K +$15.5K +117 New
CB
545
CNB Bank
Pennsylvania
$13K -$928 -7 -7%
EWM
546
Elmwood Wealth Management
California
$12.9K +$13.3K +100 New
CDIA
547
Capital Directions Investment Advisors
Georgia
$12K -$2.52K -19 -17%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$11K -$42.8K -323 -78%
AWM
549
Aevitas Wealth Management
Massachusetts
$10K – – –
NC
550
NewSquare Capital
Pennsylvania
$10K +$10.6K +80 New
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