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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
751
Biltmore Family Office
North Carolina
$6K +$132 +1 +2%
MWM
752
Maltin Wealth Management
New Jersey
$6K +$5.43K +41 New
GG
753
Gleason Group
Kentucky
$6K +$6.23K +47 New
TRCT
754
Tower Research Capital (TRC)
New York
$5K -$572K -4,319 -99%
FWM
755
Focused Wealth Management
New York
$5K – – –
IF
756
Ironwood Financial
Arizona
$5K – – –
SCA
757
Stonebridge Capital Advisors
Minnesota
$5K – – –
WCG
758
Weaver Consulting Group
California
$5K – – –
VRM
759
Vectors Research Management
New York
$5K +$1.19K +9 +33%
PCA
760
Providence Capital Advisors
North Carolina
$5K +$1.59K +12 +44%
FMTCOCP
761
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$5.03K +38 New
TFO
762
Tarbox Family Office
California
$4K – – –
OIA
763
Optimum Investment Advisors
Illinois
$3K -$11.4K -86 -81%
RFM
764
Royal Fund Management
Florida
$3K -$6.62K -50 -63%
MIM
765
Macroview Investment Management
Maryland
$3K -$4.64K -35 -63%
CCM
766
Cribstone Capital Management
Maine
$3K – – –
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
SIC
768
Salem Investment Counselors
North Carolina
$3K – – –
RBA
769
Richard Bernstein Advisors
New York
$3K +$265 +2 +9%
MA
770
MCF Advisors
Kentucky
$3K +$2.65K +20 New
SMFS
771
Squar Milner Financial Services
California
$3K +$3.58K +27 New
TSW
772
Thompson Siegel & Walmsley
Virginia
$2K – – –
CI
773
Cordant Inc
Oregon
$2K +$2.12K +16 New
HF
774
Halpern Financial
Virginia
$1.91K +$1.85K +14 New
CIA
775
Cascade Investment Advisors
Oregon
$1.37K – – –
29 30
31
32 33