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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
626
Anchor Investment Management
South Carolina
$29.4K +$1.66K +13 +6%
FGAM
627
Financial Gravity Asset Management
Texas
$24K – – –
JCM
628
Jacobi Capital Management
Pennsylvania
$24K +$3.84K +30 +19%
SIAP
629
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
CFA
630
Carroll Financial Associates
North Carolina
$22K – – –
QCIG
631
Quad-Cities Investment Group
Iowa
$21K – – –
BC
632
Barnett & Company
Tennessee
$20K – – –
RMC
633
Resources Management Corp
Connecticut
$20K +$20.2K +158 New
PFO
634
Pathstone Family Office
New Jersey
$18K -$128 -1 -0.7%
DAM
635
Delta Asset Management
Tennessee
$18K – – –
FEM
636
Fulcrum Equity Management
Texas
$18K +$18.3K +143 New
ME
637
McIlrath & Eck
Washington
$17K – – –
CAGAS
638
Capital Advisory Group Advisory Services
Minnesota
$17K +$2.3K +18 +16%
CAL
639
Capital Analysts LLC
Pennsylvania
$16K +$8.45K +66 +103%
GT
640
Glenmede Trust
Pennsylvania
$15.2K +$96.6K +755 +0.6%
KWA
641
KCS Wealth Advisory
California
$14.2K +$14.1K +110 New
VFA
642
Valeo Financial Advisors
Indiana
$14K – – –
BEI
643
Benjamin Edwards Inc
Missouri
$14K +$384 +3 +3%
OIA
644
Optimum Investment Advisors
Illinois
$14K +$9.09K +71 +203%
BBHC
645
Brown Brothers Harriman & Co
New York
$14K +$14.1K +110 New
CB
646
CNB Bank
Pennsylvania
$13K – – –
LWM
647
Liberty Wealth Management
California
$12K – – –
LGWM
648
Litman Gregory Wealth Management
California
$12K – – –
JPLA
649
Joseph P. Lucia & Associates
New York
$12K +$5.63K +44 +88%
SFA
650
Semmax Financial Advisors
North Carolina
$11K – – –
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