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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
951
Trust Company
Kansas
$8K – – –
JHCP
952
Jackson Hole Capital Partners
Oklahoma
$8K +$7.88K +50 New
JPLA
953
Joseph P. Lucia & Associates
New York
$7K – – –
LWM
954
Liberty Wealth Management
California
$7K – – –
OSNBOA
955
Old Second National Bank of Aurora
Illinois
$7K +$6.62K +42 New
FF
956
FourThought Financial
Florida
$6K -$473 -3 -7%
FWM
957
Focused Wealth Management
New York
$6K – – –
IF
958
Ironwood Financial
Arizona
$6K – – –
PWMG
959
Prestige Wealth Management Group
New Jersey
$4K -$1.89K -12 -31%
HH
960
HWG Holdings
Texas
$4K – – –
RWB
961
RMR Wealth Builders
New Jersey
$4K – – –
SIC
962
Salem Investment Counselors
North Carolina
$4K – – –
GAM
963
Gemmer Asset Management
California
$4K +$4.25K +27 New
VRM
964
Vectors Research Management
New York
$4K +$4.25K +27 New
COCM
965
Charter Oak Capital Management
New Hampshire
$3K – – –
WFA
966
WestHill Financial Advisors
California
$3K – – –
NFSG
967
Newbridge Financial Services Group
Florida
$2K -$5.51K -35 -76%
JWA
968
JFS Wealth Advisors
Pennsylvania
$2K – – –
FMP
969
Financial Management Professionals
Texas
$2K +$1.73K +11 New
CIA
970
Cascade Investment Advisors
Oregon
$1.66K – – –
GTAM
971
Global Trust Asset Management
Florida
$1K – – –
IBOK
972
Independence Bank of Kentucky
Kentucky
$1K – – –
WWMSC
973
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.42K +9 New
KA
974
Kerrisdale Advisers
Florida
– -$11.3M -79,134 Closed
VI
975
Vestcor Inc
New Brunswick, Canada
– -$9.1M -64,000 Closed
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