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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
626
Carroll Financial Associates
North Carolina
$22K +$260 +2 +1%
DAC
627
Dividend Assets Capital
South Carolina
$22K +$21.8K +168 New
JCM
628
Jacobi Capital Management
Pennsylvania
$21K +$130 +1 +0.6%
BC
629
Barnett & Company
Tennessee
$20K – – –
PFO
630
Pathstone Family Office
New Jersey
$20K +$130 +1 +0.7%
DAM
631
Delta Asset Management
Tennessee
$19K – – –
ME
632
McIlrath & Eck
Washington
$17K – – –
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
VFA
634
Valeo Financial Advisors
Indiana
$14K -$38.2K -294 -73%
BEI
635
Benjamin Edwards Inc
Missouri
$14K +$14K +108 New
SIS
636
Sound Income Strategies
Florida
$13K -$40.1K -308 -75%
TSW
637
Thompson Siegel & Walmsley
Virginia
$13K -$4.94K -38 -27%
CB
638
CNB Bank
Pennsylvania
$13K – – –
LGWM
639
Litman Gregory Wealth Management
California
$13K – – –
AIM
640
Axiom Investment Management
New York
$12K – – –
DWA
641
Dougherty Wealth Advisers
Minnesota
$12K – – –
LWM
642
Liberty Wealth Management
California
$12K +$5.46K +42 +84%
SFA
643
Semmax Financial Advisors
North Carolina
$11K -$13.1K -101 -55%
RFM
644
Royal Fund Management
Florida
$10K – – –
TVWM
645
Tower View Wealth Management
Wisconsin
$9K -$251K -1,929 -96%
QAM
646
QCI Asset Management
New York
$8K -$4.55K -35 -36%
CAL
647
Capital Analysts LLC
Pennsylvania
$8K – – –
SIM
648
Sonora Investment Management
Arizona
$8K +$7.93K +61 New
JPLA
649
Joseph P. Lucia & Associates
New York
$7K – – –
MIM
650
Macroview Investment Management
Maryland
$7K – – –
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