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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
626
Ruggie Capital Group
Florida
$8K +$9.24K +73 New
CAL
627
Capital Analysts LLC
Pennsylvania
$7K – – –
IDBONY
628
Israel Discount Bank of New York
New York
$7K +$7.59K +60 New
IFA
629
Interactive Financial Advisors
Illinois
$6K -$181K -1,432 -96%
TC
630
Trust Company
Kansas
$6K -$8.22K -65 -57%
EWM
631
Elmwood Wealth Management
California
$6K – – –
OIA
632
Optimum Investment Advisors
Illinois
$6K – – –
WB
633
Webster Bank
Connecticut
$6K – – –
MIM
634
Macroview Investment Management
Maryland
$6K +$127 +1 +2%
FC
635
Ferris Capital
Massachusetts
$6K +$6.71K +53 New
FNC
636
First National Corp
Massachusetts
$6K +$6.71K +53 New
NSG
637
Nalls Sherbakoff Group
Tennessee
$6K +$6.96K +55 New
BWL
638
Bogart Wealth LLC
Virginia
$6K +$7.34K +58 New
CCM
639
Cribstone Capital Management
Maine
$5K -$2.53K -20 -31%
LWM
640
Liberty Wealth Management
California
$5K +$6.33K +50 New
GI
641
Gradient Investments
Minnesota
$4K -$20K -158 -81%
CWM
642
Catamount Wealth Management
Connecticut
$4K – – –
FWM
643
Focused Wealth Management
New York
$4K – – –
HS
644
Horan Securities
United States
$4K – – –
IF
645
Ironwood Financial
Arizona
$4K – – –
AIS
646
Accurate Investment Solutions
Pennsylvania
$3K – – –
AP
647
Atwood & Palmer
Missouri
$3K – – –
SFC
648
SYM Financial Corp
Indiana
$3K – – –
TCOV
649
Trust Company of Vermont
Vermont
$3K – – –
TFA
650
Transamerica Financial Advisors
Florida
$3K +$2.66K +21 New
24 25
26
27 28