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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
551
Princeton Capital Management
New Jersey
$30K – – –
GI
552
Gradient Investments
Minnesota
$29K +$12.7K +95 +82%
GEA
553
Glen Eagle Advisors
New Jersey
$26.5K – – –
JCM
554
Jacobi Capital Management
Pennsylvania
$25K +$17K +127 +212%
QCIG
555
Quad-Cities Investment Group
Iowa
$25K +$24.8K +185 New
JWA
556
JFS Wealth Advisors
Pennsylvania
$24K – – –
SIAP
557
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
AWM
558
Aevitas Wealth Management
Massachusetts
$24K +$13.4K +100 +125%
SWP
559
Strategic Wealth Partners
Ohio
$23K -$18.4K -137 -44%
VCM
560
Vigilant Capital Management
Maine
$22K – – –
CFA
561
Carroll Financial Associates
North Carolina
$22K +$5.9K +44 +37%
BC
562
Barnett & Company
Tennessee
$21K -$9.39K -70 -31%
PCA
563
Peddock Capital Advisors
Massachusetts
$21K – – –
DAM
564
Delta Asset Management
Tennessee
$19K – – –
ML
565
McAdam LLC
Pennsylvania
$18K -$21.6K -161 -54%
BWM
566
Baystate Wealth Management
Massachusetts
$18K -$6.98K -52 -28%
ME
567
McIlrath & Eck
Washington
$18K +$9.12K +68 +105%
AWA
568
Acorn Wealth Advisors
Michigan
$17K – – –
TC
569
Trust Company
Kansas
$16K – – –
CAGAS
570
Capital Advisory Group Advisory Services
Minnesota
$16K +$15.4K +115 New
EWM
571
Elmwood Wealth Management
California
$13.6K – – –
CDIA
572
Capital Directions Investment Advisors
Georgia
$13K – – –
CB
573
CNB Bank
Pennsylvania
$13K – – –
KJWM
574
Kiley Juergens Wealth Management
Washington
$12K +$12.6K +94 New
QAM
575
QCI Asset Management
New York
$10K – – –
21 22
23
24 25