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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
976
Phoenix Wealth Advisors
North Carolina
$4K – – –
SIC
977
Salem Investment Counselors
North Carolina
$4K – – –
CPWM
978
Cypress Point Wealth Management
Texas
$3K – – –
IBOK
979
Independence Bank of Kentucky
Kentucky
$3K – – –
WFA
980
WestHill Financial Advisors
California
$3K +$2.74K +16 New
WOC
981
West Oak Capital
California
$3K +$3.25K +19 New
WPA
982
West Paces Advisors
Georgia
$2.88K +$2.91K +17 New
KFS
983
Kelly Financial Services
Massachusetts
$2.5K – – –
GTAM
984
Global Trust Asset Management
Florida
$2K – – –
JWA
985
JFS Wealth Advisors
Pennsylvania
$2K – – –
NFSG
986
Newbridge Financial Services Group
Florida
$2K – – –
CIA
987
Cascade Investment Advisors
Oregon
$1.69K – – –
TCWA
988
Ten Capital Wealth Advisors
Washington
$1K -$4.11M -24,010 -100%
CT
989
Clearstead Trust
Maine
$1K -$3.42M -19,991 -100%
IA
990
IndexIQ Advisors
New York
$1K -$93K -543 -99%
CIA
991
Choate Investment Advisors
Massachusetts
$1K – – –
HWM
992
Holloway Wealth Management
Florida
$1K – – –
MFM
993
MD Financial Management
Ontario, Canada
– -$29.6M -196,227 Closed
EC
994
Estate Counselors
Wisconsin
– -$18.1M -104,175 Closed
SFI
995
SPC Financial Inc
Maryland
– -$17M -97,847 Closed
FC
996
Ferris Capital
Massachusetts
– -$12.4M -71,242 Closed
KIM
997
Karpus Investment Management
New York
– -$10.7M -61,365 Closed
EWA
998
EP Wealth Advisors
California
– -$7.76M -44,667 Closed
AIA
999
Arrow Investment Advisors
Maryland
– -$7.34M -42,290 Closed
QAM
1000
Q3 Asset Management
Michigan
– -$6.05M -34,830 Closed
38 39
40
41 42