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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
576
Kiley Juergens Wealth Management
Washington
$12K +$12.6K +94 New
QAM
577
QCI Asset Management
New York
$10K – – –
RFM
578
Royal Fund Management
Florida
$10K +$3.89K +29 +58%
CCM
579
Cribstone Capital Management
Maine
$9K +$671 +5 +8%
CAL
580
Capital Analysts LLC
Pennsylvania
$8K – – –
MIM
581
Macroview Investment Management
Maryland
$8K – – –
MPPLM
582
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K – – –
SAM
583
Shamrock Asset Management
Texas
$8K – – –
TFO
584
Tarbox Family Office
California
$7K – – –
WB
585
Webster Bank
Connecticut
$7K – – –
OIA
586
Optimum Investment Advisors
Illinois
$7K +$2.68K +20 +57%
FGAM
587
Financial Gravity Asset Management
Texas
$6K – – –
IFAM
588
Institutional & Family Asset Management
Colorado
$6K – – –
LWA
589
Lenox Wealth Advisors
New York
$6K – – –
CWM
590
Catamount Wealth Management
Connecticut
$5K – – –
FWM
591
Focused Wealth Management
New York
$5K – – –
IF
592
Ironwood Financial
Arizona
$5K – – –
RFA
593
Reilly Financial Advisors
California
$5K – – –
RCG
594
Ruggie Capital Group
Florida
$5K – – –
TSW
595
Thompson Siegel & Walmsley
Virginia
$5K – – –
BCI
596
Brinker Capital Investments
Pennsylvania
$5K +$268 +2 +6%
HS
597
Horan Securities
United States
$5K +$4.83K +36 New
SFC
598
SYM Financial Corp
Indiana
$4K – – –
AIS
599
Accurate Investment Solutions
Pennsylvania
$3K -$190K -1,413 -98%
KTC
600
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
22 23
24
25 26