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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
701
Capital Analysts LLC
Pennsylvania
$4K +$502 +5 +16%
AWA
702
Arkadios Wealth Advisors
Georgia
$3.15K -$3.11K -31 -52%
SIS
703
Sound Income Strategies
Florida
$3K – – –
SIAS
704
Shine Investment Advisory Services
Colorado
$2K -$458K -4,560 -100%
IFAM
705
Institutional & Family Asset Management
Colorado
$2K +$1.61K +16 New
CIA
706
Cascade Investment Advisors
Oregon
$1.07K – – –
DAC
707
Dividend Assets Capital
South Carolina
$1K -$1.5K -15 -60%
CCM
708
Cribstone Capital Management
Maine
$1K -$1.41K -14 -70%
RBA
709
Richard Bernstein Advisors
New York
$1K -$1K -10 -37%
GTAM
710
Global Trust Asset Management
Florida
$1K – – –
VRM
711
Vectors Research Management
New York
$1K – – –
PP
712
PagnatoKarp Partners
Virginia
– -$12.3M -138,700 Closed
AWA
713
Arete Wealth Advisors
Illinois
– -$9.96M -112,358 Closed
BCM
714
Bridgeway Capital Management
Texas
– -$3.55M -40,000 Closed
BAM
715
BTS Asset Management
Massachusetts
– -$3.37M -37,910 Closed
HC
716
HNP Capital
New York
– -$3.22M -35,548 Closed
3F
717
360 Financial
Minnesota
– -$3.09M -34,793 Closed
MFG
718
Magnus Financial Group
New York
– -$1.88M -21,117 Closed
AC
719
Asio Capital
Kentucky
– -$1.57M -17,636 Closed
CHP
720
Cable Hill Partners
Oregon
– -$1.56M -17,521 Closed
CAMG
721
CWA Asset Management Group
Florida
– -$1.38M -15,583 Closed
MJRIC
722
Mogy Joel R Investment Counsel
California
– -$1.26M -14,226 Closed
CA
723
CapWealth Advisors
Tennessee
– -$1.16M -13,026 Closed
OBWP
724
O'Brien Wealth Partners
Massachusetts
– -$848K -10,102 Closed
UA
725
Unison Advisors
District of Columbia
– -$868K -9,774 Closed
27 28
29
30 31