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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
576
Resources Management Corp
Connecticut
$22K +$22.2K +158 New
PCA
577
Peddock Capital Advisors
Massachusetts
$21K – – –
NFG
578
Next Financial Group
Texas
$20K -$318K -2,267 -94%
DAM
579
Delta Asset Management
Tennessee
$20K – – –
ML
580
McAdam LLC
Pennsylvania
$19K – – –
ME
581
McIlrath & Eck
Washington
$19K – – –
JCM
582
Jacobi Capital Management
Pennsylvania
$18K -$8.13K -58 -31%
QAM
583
QCI Asset Management
New York
$17K +$7.15K +51 +72%
LGWM
584
Litman Gregory Wealth Management
California
$17K +$16.7K +119 New
CAGAS
585
Capital Advisory Group Advisory Services
Minnesota
$16K – – –
TC
586
Trust Company
Kansas
$16K – – –
BWM
587
Baystate Wealth Management
Massachusetts
$14K -$3.08K -22 -17%
CB
588
CNB Bank
Pennsylvania
$14K – – –
CDIA
589
Capital Directions Investment Advisors
Georgia
$13K – – –
RFM
590
Royal Fund Management
Florida
$11K – – –
OWA
591
One Wealth Advisors
California
$11K +$11.4K +81 New
AIM
592
Anchor Investment Management
South Carolina
$10.6K +$10.7K +76 New
CCM
593
Cribstone Capital Management
Maine
$9K – – –
CAL
594
Capital Analysts LLC
Pennsylvania
$8K – – –
MIM
595
Macroview Investment Management
Maryland
$8K – – –
OIA
596
Optimum Investment Advisors
Illinois
$8K – – –
WB
597
Webster Bank
Connecticut
$8K – – –
CAG
598
Csenge Advisory Group
Florida
$7K -$900K -6,419 -99%
RFA
599
Reilly Financial Advisors
California
$7K +$1.82K +13 +35%
EWM
600
Elmwood Wealth Management
California
$6.97K -$7.01K -50 -50%
22 23
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