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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
701
First Command Bank
Texas
$42K – – –
FCFS
702
First Command Financial Services
Texas
$42K – – –
MPCG
703
Matrix Private Capital Group
New York
$42K +$40.3K +304 New
HI
704
Hudock Inc
Pennsylvania
$41K – – –
WCM
705
Wealthcare Capital Management
Virginia
$41K – – –
KPW
706
Kore Private Wealth
New York
$41K +$39.3K +297 New
LWA
707
LWS Wealth Advisors
New Jersey
$41K +$39.9K +301 New
GFPC
708
Global Financial Private Client
Florida
$39.8K +$38.4K +290 New
AA
709
Argent Advisors
Louisiana
$39K +$38.3K +289 New
SAM
710
S.A. Mason
Michigan
$35K +$34.2K +258 New
AIM
711
Anchor Investment Management
South Carolina
$33.7K +$2.38K +18 +8%
TF
712
TimeScale Financial
Massachusetts
$33K – – –
AA
713
Advisory Alpha
Michigan
$31.3K -$14.8K -112 -33%
EP
714
Eudaimonia Partners
Tennessee
$30K +$29K +219 New
MCWS
715
McKinley Carter Wealth Services
West Virginia
$29K +$28.1K +212 New
JCM
716
Jacobi Capital Management
Pennsylvania
$26K +$132 +1 +0.5%
RG
717
Retirement Group
California
$26K +$25.4K +192 New
CFA
718
Carroll Financial Associates
North Carolina
$23K – – –
CB
719
CNB Bank
Pennsylvania
$22K +$8.35K +63 +64%
LS
720
Leelyn Smith
Illinois
$22K +$21.5K +162 New
FGAM
721
Financial Gravity Asset Management
Texas
$21K -$3.71K -28 -15%
BC
722
Barnett & Company
Tennessee
$21K – – –
JWBC
723
John W. Brooker & Co
California
$21K +$20.5K +155 New
PFO
724
Pathstone Family Office
New Jersey
$20.1K – – –
DAM
725
Delta Asset Management
Tennessee
$20K – – –
27 28
29
30 31