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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
551
Alpha Omega Wealth Management
Virginia
$9K – – –
QAM
552
QCI Asset Management
New York
$9K – – –
EWM
553
Edge Wealth Management
New York
$8K -$1.86K -14 -19%
CCM
554
Cribstone Capital Management
Maine
$8K – – –
JCM
555
Jacobi Capital Management
Pennsylvania
$8K – – –
ME
556
McIlrath & Eck
Washington
$8K – – –
MPPLM
557
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K – – –
SAM
558
Shamrock Asset Management
Texas
$8K – – –
CAL
559
Capital Analysts LLC
Pennsylvania
$7K -$72.2K -545 -91%
MIM
560
Macroview Investment Management
Maryland
$7K – – –
WB
561
Webster Bank
Connecticut
$7K – – –
FGC
562
Financial Gravity Companies
Texas
$6K -$22.4K -169 -80%
TFO
563
Tarbox Family Office
California
$6K -$265 -2 -4%
LWA
564
Lenox Wealth Advisors
New York
$6K – – –
MCM
565
MV Capital Management
Maryland
$6K – – –
RFM
566
Royal Fund Management
Florida
$6K – – –
FGAM
567
Financial Gravity Asset Management
Texas
$6K +$5.7K +43 New
IFAM
568
Institutional & Family Asset Management
Colorado
$6K +$5.83K +44 New
CWM
569
Catamount Wealth Management
Connecticut
$5K – – –
FWM
570
Focused Wealth Management
New York
$5K – – –
IF
571
Ironwood Financial
Arizona
$5K – – –
RFA
572
Reilly Financial Advisors
California
$5K – – –
RCG
573
Ruggie Capital Group
Florida
$5K – – –
TSW
574
Thompson Siegel & Walmsley
Virginia
$5K – – –
OIA
575
Optimum Investment Advisors
Illinois
$5K +$4.64K +35 New
21 22
23
24 25