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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
826
R.M. Davis Inc
Maine
$222K – – –
S
827
SignatureFD
Georgia
$221K +$173 +1 +0.1%
AWA
828
Alaska Wealth Advisors
Alaska
$220K – – –
CS
829
Cannell & Spears
New York
$219K – – –
GWM
830
Gray Wealth Management
Maine
$219K +$218K +1,259 New
HI
831
Hudock Inc
Pennsylvania
$218K +$53.5K +309 +33%
IB
832
Intrust Bank
Kansas
$217K – – –
HSA
833
HBK Sorce Advisory
Pennsylvania
$216K -$45.8K -264 -17%
WF
834
Welch & Forbes
Massachusetts
$216K – – –
WA
835
Wealth Advisors
California
$216K +$220K +1,270 New
OCM
836
One Capital Management
California
$214K +$214K +1,237 New
CCM
837
Colorado Capital Management
Colorado
$213K – – –
MLFP
838
MPS Loria Financial Planners
Illinois
$213K – – –
PFBT
839
Parkside Financial Bank & Trust
Missouri
$210K – – –
JWM
840
Jeppson Wealth Management
California
$209K -$2.95K -17 -1%
MJRIC
841
Mogy Joel R Investment Counsel
California
$208K +$208K +1,200 New
BCM
842
BlueCrest Capital Management
Jersey
$207K -$11.3K -65 -5%
S
843
Surevest
California
$206K +$205K +1,185 New
JCIA
844
Jackson Creek Investment Advisors
Colorado
$204K -$11.8K -68 -5%
CAC
845
Certified Advisory Corp
Florida
$204K +$347 +2 +0.2%
APW
846
Austin Private Wealth
Texas
$203K +$203K +1,171 New
KWM
847
Keebeck Wealth Management
Illinois
$202K -$10.4K -60 -5%
CCMG
848
Clark Capital Management Group
Pennsylvania
$202K +$202K +1,165 New
PWM
849
Paulson Wealth Management
Illinois
$201K +$200K +1,155 New
CFN
850
Cordasco Financial Network
Florida
$191K -$188K -1,083 -50%
32 33
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35 36