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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
651
Focused Wealth Management
New York
$5K – – –
HS
652
Horan Securities
United States
$5K – – –
IF
653
Ironwood Financial
Arizona
$5K – – –
OIA
654
Optimum Investment Advisors
Illinois
$5K – – –
WCG
655
Weaver Consulting Group
California
$5K – – –
GI
656
Gradient Investments
Minnesota
$5K +$4.68K +36 New
SCA
657
Stonebridge Capital Advisors
Minnesota
$5K +$4.94K +38 New
LWM
658
Lenox Wealth Management
Ohio
$5K +$5.07K +39 New
LWA
659
Lowe Wealth Advisors
Maryland
$5K +$5.2K +40 New
PCA
660
Providence Capital Advisors
North Carolina
$4K – – –
VRM
661
Vectors Research Management
New York
$4K – – –
AIS
662
Accurate Investment Solutions
Pennsylvania
$4K +$1.17K +9 +38%
CCM
663
Cribstone Capital Management
Maine
$3K -$3.25K -25 -56%
KTC
664
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
SMFS
665
Squar Milner Financial Services
California
$3K – – –
TCOV
666
Trust Company of Vermont
Vermont
$3K – – –
TFA
667
Transamerica Financial Advisors
Florida
$3K +$2.6K +20 New
SIC
668
Salem Investment Counselors
North Carolina
$3K +$3.25K +25 New
AIP
669
Ameritas Investment Partners
Nebraska
$3K +$3.38K +26 New
UB
670
UMB Bank
Missouri
$2.94K +$42.1K +324 +1%
MWM
671
Meridian Wealth Management
Kentucky
$2.61K +$46.6K +358 +22%
BRWM
672
B. Riley Wealth Management
Tennessee
$2.45K +$18.9K +145 +0.8%
AWM
673
AllSquare Wealth Management
New York
$2K – – –
RBA
674
Richard Bernstein Advisors
New York
$2K +$130 +1 +6%
NDSI
675
Newman Dignan & Sheerar Inc
Rhode Island
$1.43K -$97K -746 -6%
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