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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
676
Dividend Assets Capital
South Carolina
$2K -$5.82K -48 -66%
CCM
677
Cribstone Capital Management
Maine
$2K – – –
MIM
678
Macroview Investment Management
Maryland
$2K – – –
OIA
679
Optimum Investment Advisors
Illinois
$2K – – –
RFM
680
Royal Fund Management
Florida
$2K – – –
SIC
681
Salem Investment Counselors
North Carolina
$2K – – –
RBA
682
Richard Bernstein Advisors
New York
$2K +$243 +2 +8%
SIS
683
Sound Income Strategies
Florida
$2K +$3.4K +28 New
VRM
684
Vectors Research Management
New York
$1K -$3.27K -27 -75%
SMFS
685
Squar Milner Financial Services
California
$1K -$728 -6 -22%
FWM
686
Filbrandt Wealth Management
Wisconsin
$1K +$728 +6 New
SC
687
Stratford Consulting
Texas
$1K +$1.94K +16 New
CIA
688
Cascade Investment Advisors
Oregon
$888 – – –
AC
689
Athanor Capital
New York
– -$19.3M -140,800 Closed
MD
690
Money Design
Japan
– -$10.6M -77,592 Closed
BZWA
691
Blue Zone Wealth Advisors
California
– -$4.65M -33,894 Closed
CS
692
Credit Suisse
Switzerland
– -$3.04M -22,187 Closed
PFG
693
Pacific Financial Group
Washington
– -$2.96M -21,586 Closed
IAA
694
Independent Advisor Alliance
North Carolina
– -$2.83M -20,658 Closed
AWA
695
ARS Wealth Advisors
Florida
– -$2.75M -20,072 Closed
TWA
696
Tillar-Wenstrup Advisors
Ohio
– -$2.11M -15,424 Closed
MCP
697
Mirador Capital Partners
California
– -$1.86M -13,559 Closed
PAS
698
Park Avenue Securities
New York
– -$1.75M -12,798 Closed
PD
699
Planning Directions
Pennsylvania
– -$1.49M -10,846 Closed
AIP
700
Almanack Investment Partners
Pennsylvania
– -$1.45M -10,591 Closed
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