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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
951
Bellwether Advisors
Nebraska
$13K – – –
EIP
952
Ellis Investment Partners
Pennsylvania
$12K – – –
SBL
953
Sargent Bickham Lagudis
Colorado
$12K – – –
BCM
954
Blume Capital Management
California
$12K +$11.8K +68 New
CB
955
CNB Bank
Pennsylvania
$11K – – –
SL
956
Savior LLC
Massachusetts
$11K – – –
JFGIW
957
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$10.4K -60 -52%
GWSG
958
GPS Wealth Strategies Group
Colorado
$10K -$1.39K -8 -12%
PSB
959
Piscataqua Savings Bank
New Hampshire
$10K – – –
FWM
960
Focused Wealth Management
New York
$10K +$4.33K +25 +71%
HWM
961
HighMark Wealth Management
Minnesota
$10K +$9.71K +56 New
BCM
962
Bourgeon Capital Management
Connecticut
$9K – – –
JHCP
963
Jackson Hole Capital Partners
Oklahoma
$9K – – –
TC
964
Trust Company
Kansas
$9K – – –
AF
965
Affiance Financial
Minnesota
$8K – – –
BFO
966
Biltmore Family Office
North Carolina
$8K – – –
GG
967
Gleason Group
Kentucky
$8K +$173 +1 +2%
AIA
968
Armor Investment Advisors
North Carolina
$8K +$7.97K +46 New
JPLA
969
Joseph P. Lucia & Associates
New York
$7K – – –
IF
970
Ironwood Financial
Arizona
$6K – – –
SIS
971
Sound Income Strategies
Florida
$5K -$4.85K -28 -50%
OSNBOA
972
Old Second National Bank of Aurora
Illinois
$5K -$2.43K -14 -33%
FF
973
FourThought Financial
Florida
$5K -$866 -5 -13%
GAM
974
Gemmer Asset Management
California
$5K – – –
PWMG
975
Prestige Wealth Management Group
New Jersey
$5K – – –
37 38
39
40 41