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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1051
SYM Financial Corp
Indiana
$32K – – –
WT
1052
Washington Trust
Rhode Island
$32K – – –
LWA
1053
Lenox Wealth Advisors
New York
$31K +$356 +2 +1%
MAM
1054
Meeder Asset Management
Ohio
$30K -$36.5K -205 -55%
IWP
1055
IAG Wealth Partners
Wisconsin
$30K +$7.65K +43 +34%
CT
1056
Cambridge Trust
Massachusetts
$30K +$29.9K +168 New
CAM
1057
Costello Asset Management
Pennsylvania
$29K +$178 +1 +0.6%
JWBC
1058
John W. Brooker & Co
California
$28K – – –
MFM
1059
MD Financial Management
Ontario, Canada
$28K +$28.1K +158 New
SWA
1060
Sutton Wealth Advisors
Florida
$27.5K +$27.4K +154 New
HIA
1061
Harbor Investment Advisory
Maryland
$27K +$5.51K +31 +25%
TWC
1062
TD Waterhouse Canada
Ontario, Canada
$26.7K +$20.5K +115 New
APC
1063
Aspire Private Capital
North Carolina
$26K – – –
DAM
1064
Delta Asset Management
Tennessee
$26K – – –
WB
1065
Webster Bank
Connecticut
$26K – – –
GWMI
1066
Guardian Wealth Management (Illinois)
Illinois
$26K +$25.8K +145 New
GEA
1067
Glen Eagle Advisors
New Jersey
$25.9K +$4.62K +26 +22%
HWA
1068
HHM Wealth Advisors
Tennessee
$25K – – –
PA
1069
PSI Advisors
Florida
$25K – – –
RIA
1070
Richwood Investment Advisors
Ohio
$25K +$24.9K +140 New
RWA
1071
RGT Wealth Advisors
Texas
$25K +$25.3K +142 New
MFA
1072
Morling Financial Advisors
California
$24K +$23.8K +134 New
TVWM
1073
Tower View Wealth Management
Wisconsin
$24K +$24.2K +136 New
ACA
1074
Aptus Capital Advisors
Alabama
$22K +$8.36K +47 +64%
NFSG
1075
Newbridge Financial Services Group
Florida
$22K +$19.4K +109 +991%
41 42
43
44 45