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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
651
Macroview Investment Management
Maryland
$7K – – –
BBHC
652
Brown Brothers Harriman & Co
New York
$7K +$6.49K +51 New
JPLA
653
Joseph P. Lucia & Associates
New York
$6.63K +$6.36K +50 New
CCM
654
Cribstone Capital Management
Maine
$6K – – –
EWM
655
Elmwood Wealth Management
California
$6K – – –
LWM
656
Liberty Wealth Management
California
$6K – – –
TC
657
Trust Company
Kansas
$6K – – –
WWM
658
Willingdon Wealth Management
North Carolina
$6K +$6.23K +49 New
OIA
659
Optimum Investment Advisors
Illinois
$5K -$2.54K -20 -36%
CWM
660
Catamount Wealth Management
Connecticut
$5K – – –
FWM
661
Focused Wealth Management
New York
$5K – – –
HS
662
Horan Securities
United States
$5K – – –
IF
663
Ironwood Financial
Arizona
$5K – – –
AP
664
Atwood & Palmer
Missouri
$4K – – –
SF
665
Synovus Financial
Georgia
$4K +$3.82K +30 New
WCG
666
Weaver Consulting Group
California
$4K +$4.45K +35 New
AIS
667
Accurate Investment Solutions
Pennsylvania
$3K – – –
KTC
668
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
PGWM
669
Parisi Gray Wealth Management
New Jersey
$3K – – –
PCA
670
Providence Capital Advisors
North Carolina
$3K – – –
TCOV
671
Trust Company of Vermont
Vermont
$3K – – –
AIC
672
Ameritas Investment Company
Nebraska
$3K +$3.05K +24 New
VRM
673
Vectors Research Management
New York
$3K +$3.43K +27 New
JWA
674
JFS Wealth Advisors
Pennsylvania
$2K -$16.3K -128 -90%
RBA
675
Richard Bernstein Advisors
New York
$2K -$382 -3 -15%
25 26
27
28 29