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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
626
Wealthcare Capital Management
Virginia
$39K +$38.7K +302 New
TF
627
TimeScale Financial
Massachusetts
$32K – – –
RP
628
Rice Partnership
Hawaii
$32K +$31.6K +247 New
AIM
629
Anchor Investment Management
South Carolina
$29.4K +$1.66K +13 +6%
FGAM
630
Financial Gravity Asset Management
Texas
$24K – – –
JCM
631
Jacobi Capital Management
Pennsylvania
$24K +$3.84K +30 +19%
SIAP
632
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
CFA
633
Carroll Financial Associates
North Carolina
$22K – – –
QCIG
634
Quad-Cities Investment Group
Iowa
$21K – – –
BC
635
Barnett & Company
Tennessee
$20K – – –
RMC
636
Resources Management Corp
Connecticut
$20K +$20.2K +158 New
PFO
637
Pathstone Family Office
New Jersey
$18K -$128 -1 -0.7%
DAM
638
Delta Asset Management
Tennessee
$18K – – –
FEM
639
Fulcrum Equity Management
Texas
$18K +$18.3K +143 New
ME
640
McIlrath & Eck
Washington
$17K – – –
CAGAS
641
Capital Advisory Group Advisory Services
Minnesota
$17K +$2.3K +18 +16%
CAL
642
Capital Analysts LLC
Pennsylvania
$16K +$8.45K +66 +103%
KWA
643
KCS Wealth Advisory
California
$14.2K +$14.1K +110 New
VFA
644
Valeo Financial Advisors
Indiana
$14K – – –
BEI
645
Benjamin Edwards Inc
Missouri
$14K +$384 +3 +3%
OIA
646
Optimum Investment Advisors
Illinois
$14K +$9.09K +71 +203%
BBHC
647
Brown Brothers Harriman & Co
New York
$14K +$14.1K +110 New
CB
648
CNB Bank
Pennsylvania
$13K – – –
LWM
649
Liberty Wealth Management
California
$12K – – –
LGWM
650
Litman Gregory Wealth Management
California
$12K – – –
24 25
26
27 28