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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
626
Pathstone Family Office
New Jersey
$18K +$3.43K +27 +23%
CICI
627
Capital Investment Counsel Inc
North Carolina
$18K +$18.2K +143 New
ME
628
McIlrath & Eck
Washington
$17K – – –
PCA
629
Peddock Capital Advisors
Massachusetts
$16K -$3.82K -30 -19%
JIP
630
JBJ Investment Partners
South Carolina
$16K +$15.8K +124 New
LHC
631
Little House Capital
Massachusetts
$16K +$16.5K +130 New
GT
632
Glenmede Trust
Pennsylvania
$15.8K -$548K -4,311 -3%
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
CB
634
CNB Bank
Pennsylvania
$13K – – –
EWM
635
Executive Wealth Management
Michigan
$13K – – –
LGWM
636
Litman Gregory Wealth Management
California
$12K -$2.8K -22 -18%
BAM
637
Bruderman Asset Management
New York
$12K -$1.15K -9 -9%
DWA
638
Dougherty Wealth Advisers
Minnesota
$12K – – –
QAM
639
QCI Asset Management
New York
$12K – – –
AIM
640
Axiom Investment Management
New York
$12K +$11.8K +93 New
MSA
641
Marino Stram & Associates
Massachusetts
$10K – – –
RFM
642
Royal Fund Management
Florida
$10K – – –
TA
643
TCG Advisors
Texas
$10K +$9.79K +77 New
WAS
644
WESPAC Advisors SoCal
California
$9K +$9.41K +74 New
IDBONY
645
Israel Discount Bank of New York
New York
$8K – – –
CAL
646
Capital Analysts LLC
Pennsylvania
$8K +$890 +7 +12%
IFA
647
Interactive Financial Advisors
Illinois
$7K -$254 -2 -4%
FNC
648
First National Corp
Massachusetts
$7K – – –
MIM
649
Macroview Investment Management
Maryland
$7K – – –
BBHC
650
Brown Brothers Harriman & Co
New York
$7K +$6.49K +51 New
24 25
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