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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
651
Cribstone Capital Management
Maine
$6K – – –
EWM
652
Elmwood Wealth Management
California
$6K – – –
LWM
653
Liberty Wealth Management
California
$6K – – –
TC
654
Trust Company
Kansas
$6K – – –
WWM
655
Willingdon Wealth Management
North Carolina
$6K +$6.23K +49 New
OIA
656
Optimum Investment Advisors
Illinois
$5K -$2.54K -20 -36%
CWM
657
Catamount Wealth Management
Connecticut
$5K – – –
FWM
658
Focused Wealth Management
New York
$5K – – –
HS
659
Horan Securities
United States
$5K – – –
IF
660
Ironwood Financial
Arizona
$5K – – –
AP
661
Atwood & Palmer
Missouri
$4K – – –
SF
662
Synovus Financial
Georgia
$4K +$3.82K +30 New
WCG
663
Weaver Consulting Group
California
$4K +$4.45K +35 New
CF
664
Centaurus Financial
California
$3.85K +$15.4K +121 +32%
AIS
665
Accurate Investment Solutions
Pennsylvania
$3K – – –
KTC
666
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
PGWM
667
Parisi Gray Wealth Management
New Jersey
$3K – – –
PCA
668
Providence Capital Advisors
North Carolina
$3K – – –
TCOV
669
Trust Company of Vermont
Vermont
$3K – – –
AIC
670
Ameritas Investment Company
Nebraska
$3K +$3.05K +24 New
VRM
671
Vectors Research Management
New York
$3K +$3.43K +27 New
WA
672
WP Advisors
California
$2.84K – – –
JWA
673
JFS Wealth Advisors
Pennsylvania
$2K -$16.3K -128 -90%
RBA
674
Richard Bernstein Advisors
New York
$2K -$382 -3 -15%
SMFS
675
Squar Milner Financial Services
California
$2K – – –
25 26
27
28 29