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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
701
Hudock Inc
Pennsylvania
$41K – – –
WCM
702
Wealthcare Capital Management
Virginia
$41K – – –
KPW
703
Kore Private Wealth
New York
$41K +$39.3K +297 New
LWA
704
LWS Wealth Advisors
New Jersey
$41K +$39.9K +301 New
GFPC
705
Global Financial Private Client
Florida
$39.8K +$38.4K +290 New
AA
706
Argent Advisors
Louisiana
$39K +$38.3K +289 New
SAM
707
S.A. Mason
Michigan
$35K +$34.2K +258 New
AIM
708
Anchor Investment Management
South Carolina
$33.7K +$2.38K +18 +8%
TF
709
TimeScale Financial
Massachusetts
$33K – – –
AA
710
Advisory Alpha
Michigan
$31.3K -$14.8K -112 -33%
EP
711
Eudaimonia Partners
Tennessee
$30K +$29K +219 New
MCWS
712
McKinley Carter Wealth Services
West Virginia
$29K +$28.1K +212 New
JCM
713
Jacobi Capital Management
Pennsylvania
$26K +$132 +1 +0.5%
RG
714
Retirement Group
California
$26K +$25.4K +192 New
CFA
715
Carroll Financial Associates
North Carolina
$23K – – –
CB
716
CNB Bank
Pennsylvania
$22K +$8.35K +63 +64%
FGAM
717
Financial Gravity Asset Management
Texas
$21K -$3.71K -28 -15%
BC
718
Barnett & Company
Tennessee
$21K – – –
JWBC
719
John W. Brooker & Co
California
$21K +$20.5K +155 New
DAM
720
Delta Asset Management
Tennessee
$20K – – –
SFG
721
Sowa Financial Group
Rhode Island
$20K +$18.9K +143 New
LWA
722
Lenox Wealth Advisors
New York
$20K +$19.3K +146 New
CAGAS
723
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
LWM
724
Liberty Wealth Management
California
$18K +$5.43K +41 +45%
PCA
725
Peddock Capital Advisors
Massachusetts
$17K +$16.4K +124 New
27 28
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