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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
976
Gemmer Asset Management
California
$5K – – –
PWMG
977
Prestige Wealth Management Group
New Jersey
$5K – – –
VRM
978
Vectors Research Management
New York
$5K – – –
AIP
979
Ameritas Investment Partners
Nebraska
$5K +$5.03K +29 New
CCM
980
Covington Capital Management
California
$5K +$5.03K +29 New
PC
981
Pecaut & Co
Iowa
$5K +$5.2K +30 New
SIC
982
Salem Investment Counselors
North Carolina
$4K – – –
JMF
983
Johnson Midwest Financial
Iowa
$4K +$3.64K +21 New
PWA
984
Phoenix Wealth Advisors
North Carolina
$4K +$3.99K +23 New
IBOK
985
Independence Bank of Kentucky
Kentucky
$3K +$1.39K +8 +89%
CPWM
986
Cypress Point Wealth Management
Texas
$3K +$2.6K +15 New
KFS
987
Kelly Financial Services
Massachusetts
$2.56K +$2.6K +15 New
JWA
988
JFS Wealth Advisors
Pennsylvania
$2K – – –
NFSG
989
Newbridge Financial Services Group
Florida
$2K – – –
GTAM
990
Global Trust Asset Management
Florida
$2K +$1.21K +7 +140%
HFS
991
Hantz Financial Services
Michigan
$2K +$1.73K +10 New
RBA
992
Richard Bernstein Advisors
New York
$2K +$2.08K +12 New
CIA
993
Cascade Investment Advisors
Oregon
$1.74K – – –
CIA
994
Choate Investment Advisors
Massachusetts
$1K – – –
BWL
995
Bogart Wealth LLC
Virginia
$1K +$1.04K +6 New
WBG
996
Wharton Business Group
Pennsylvania
– -$16.8M -101,420 Closed
HF
997
HRT Financial
New York
– -$10.5M -63,422 Closed
OPOWM
998
One Plus One Wealth Management
Florida
– -$7.22M -43,579 Closed
SFM
999
Signet Financial Management
New Jersey
– -$5.16M -31,147 Closed
VA
1000
Valmark Advisers
Ohio
– -$4.1M -24,763 Closed
38 39
40
41 42