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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
576
Royal Fund Management
Florida
$10K +$3.89K +29 +58%
CCM
577
Cribstone Capital Management
Maine
$9K +$671 +5 +8%
CAL
578
Capital Analysts LLC
Pennsylvania
$8K – – –
MIM
579
Macroview Investment Management
Maryland
$8K – – –
MPPLM
580
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K – – –
SAM
581
Shamrock Asset Management
Texas
$8K – – –
TFO
582
Tarbox Family Office
California
$7K – – –
WB
583
Webster Bank
Connecticut
$7K – – –
OIA
584
Optimum Investment Advisors
Illinois
$7K +$2.68K +20 +57%
FGAM
585
Financial Gravity Asset Management
Texas
$6K – – –
IFAM
586
Institutional & Family Asset Management
Colorado
$6K – – –
LWA
587
Lenox Wealth Advisors
New York
$6K – – –
CWM
588
Catamount Wealth Management
Connecticut
$5K – – –
FWM
589
Focused Wealth Management
New York
$5K – – –
IF
590
Ironwood Financial
Arizona
$5K – – –
RFA
591
Reilly Financial Advisors
California
$5K – – –
RCG
592
Ruggie Capital Group
Florida
$5K – – –
TSW
593
Thompson Siegel & Walmsley
Virginia
$5K – – –
BCI
594
Brinker Capital Investments
Pennsylvania
$5K +$268 +2 +6%
HS
595
Horan Securities
United States
$5K +$4.83K +36 New
SFC
596
SYM Financial Corp
Indiana
$4K – – –
PMG
597
ProVise Management Group
Florida
$3.33K +$105K +780 +3%
AIS
598
Accurate Investment Solutions
Pennsylvania
$3K -$190K -1,413 -98%
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
PGWM
600
Parisi Gray Wealth Management
New Jersey
$3K – – –
22 23
24
25 26