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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
576
River Wealth Advisors
Pennsylvania
$54K – – –
AIA
577
Alera Investment Advisors
Illinois
$52K +$58K +458 New
GWMIA
578
Global Wealth Management Investment Advisory
Florida
$51K +$56.6K +447 New
JWM
579
Janiczek Wealth Management
Colorado
$48K – – –
SIS
580
Sound Income Strategies
Florida
$47K – – –
TF
581
Tompkins Financial
New York
$44K -$633 -5 -1%
AWM
582
Aevitas Wealth Management
Massachusetts
$43K – – –
LF
583
Lee Financial
Texas
$42K – – –
VNA
584
Valley National Advisers
Pennsylvania
$41K – – –
ARMC
585
American Research & Management Company
Massachusetts
$40K +$44.3K +350 New
CFN
586
Cordasco Financial Network
Florida
$35K – – –
FCB
587
First Command Bank
Texas
$35K – – –
FCFS
588
First Command Financial Services
Texas
$35K – – –
HI
589
Hudock Inc
Pennsylvania
$34K – – –
FGC
590
Financial Gravity Companies
Texas
$23K +$23.3K +184 New
SFA
591
Semmax Financial Advisors
North Carolina
$23K +$25.2K +199 New
MOS
592
MGO One Seven
Ohio
$23K +$26.4K +209 New
GEA
593
Glen Eagle Advisors
New Jersey
$22.2K – – –
HWA
594
Heritage Wealth Advisors
Virginia
$22K – – –
KPW
595
Kore Private Wealth
New York
$22K +$24.9K +197 New
QCIG
596
Quad-Cities Investment Group
Iowa
$20K -$1.9K -15 -8%
SIAP
597
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
JFGIW
598
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K -$83.9K -663 -80%
CFA
599
Carroll Financial Associates
North Carolina
$19K -$886 -7 -4%
BC
600
Barnett & Company
Tennessee
$18K – – –
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