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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Elmwood Wealth Management
California
$6K – – –
OIA
627
Optimum Investment Advisors
Illinois
$6K – – –
WB
628
Webster Bank
Connecticut
$6K – – –
MIM
629
Macroview Investment Management
Maryland
$6K +$127 +1 +2%
FC
630
Ferris Capital
Massachusetts
$6K +$6.71K +53 New
FNC
631
First National Corp
Massachusetts
$6K +$6.71K +53 New
NSG
632
Nalls Sherbakoff Group
Tennessee
$6K +$6.96K +55 New
BWL
633
Bogart Wealth LLC
Virginia
$6K +$7.34K +58 New
CCM
634
Cribstone Capital Management
Maine
$5K -$2.53K -20 -31%
LWM
635
Liberty Wealth Management
California
$5K +$6.33K +50 New
GI
636
Gradient Investments
Minnesota
$4K -$20K -158 -81%
CWM
637
Catamount Wealth Management
Connecticut
$4K – – –
FWM
638
Focused Wealth Management
New York
$4K – – –
HS
639
Horan Securities
United States
$4K – – –
IF
640
Ironwood Financial
Arizona
$4K – – –
AIS
641
Accurate Investment Solutions
Pennsylvania
$3K – – –
AP
642
Atwood & Palmer
Missouri
$3K – – –
SFC
643
SYM Financial Corp
Indiana
$3K – – –
TCOV
644
Trust Company of Vermont
Vermont
$3K – – –
TFA
645
Transamerica Financial Advisors
Florida
$3K +$2.66K +21 New
TCM
646
Tradewinds Capital Management
Washington
$3K +$3.04K +24 New
PCA
647
Providence Capital Advisors
North Carolina
$3K +$3.42K +27 New
UB
648
UMB Bank
Missouri
$2.47K +$561K +4,432 +26%
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
PGWM
650
Parisi Gray Wealth Management
New Jersey
$2K – – –
24 25
26
27 28