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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFH
626
NEXT Financial Holdings
Texas
$19K +$18.2K +143 New
TSW
627
Thompson Siegel & Walmsley
Virginia
$18K -$108K -846 -86%
DAM
628
Delta Asset Management
Tennessee
$18K – – –
PFO
629
Pathstone Family Office
New Jersey
$18K +$3.43K +27 +23%
CICI
630
Capital Investment Counsel Inc
North Carolina
$18K +$18.2K +143 New
ME
631
McIlrath & Eck
Washington
$17K – – –
PCA
632
Peddock Capital Advisors
Massachusetts
$16K -$3.82K -30 -19%
JIP
633
JBJ Investment Partners
South Carolina
$16K +$15.8K +124 New
LHC
634
Little House Capital
Massachusetts
$16K +$16.5K +130 New
CAGAS
635
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
CB
636
CNB Bank
Pennsylvania
$13K – – –
EWM
637
Executive Wealth Management
Michigan
$13K – – –
LGWM
638
Litman Gregory Wealth Management
California
$12K -$2.8K -22 -18%
BAM
639
Bruderman Asset Management
New York
$12K -$1.15K -9 -9%
DWA
640
Dougherty Wealth Advisers
Minnesota
$12K – – –
QAM
641
QCI Asset Management
New York
$12K – – –
AIM
642
Axiom Investment Management
New York
$12K +$11.8K +93 New
MSA
643
Marino Stram & Associates
Massachusetts
$10K – – –
RFM
644
Royal Fund Management
Florida
$10K – – –
TA
645
TCG Advisors
Texas
$10K +$9.79K +77 New
WAS
646
WESPAC Advisors SoCal
California
$9K +$9.41K +74 New
IDBONY
647
Israel Discount Bank of New York
New York
$8K – – –
CAL
648
Capital Analysts LLC
Pennsylvania
$8K +$890 +7 +12%
IFA
649
Interactive Financial Advisors
Illinois
$7K -$254 -2 -4%
FNC
650
First National Corp
Massachusetts
$7K – – –
24 25
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