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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1051
Charter Oak Capital Management
New Hampshire
$35K +$6.94K +39 +25%
WWM
1052
Wolff Wiese Magana
California
$34K – – –
GFPC
1053
Global Financial Private Client
Florida
$34K -$17.8K -100 -34%
SBL
1054
Sargent Bickham Lagudis
Colorado
$33K – – –
PFA
1055
Professional Financial Advisors
Nebraska
$33K +$178 +1 +0.5%
AP
1056
Atwood & Palmer
Missouri
$32K – – –
MPCG
1057
Matrix Private Capital Group
New York
$32K – – –
SFC
1058
SYM Financial Corp
Indiana
$32K – – –
WT
1059
Washington Trust
Rhode Island
$32K – – –
LWA
1060
Lenox Wealth Advisors
New York
$31K +$356 +2 +1%
MAM
1061
Meeder Asset Management
Ohio
$30K -$36.5K -205 -55%
IWP
1062
IAG Wealth Partners
Wisconsin
$30K +$7.65K +43 +34%
CT
1063
Cambridge Trust
Massachusetts
$30K +$29.9K +168 New
CAM
1064
Costello Asset Management
Pennsylvania
$29K +$178 +1 +0.6%
JWBC
1065
John W. Brooker & Co
California
$28K – – –
MFM
1066
MD Financial Management
Ontario, Canada
$28K +$28.1K +158 New
SWA
1067
Sutton Wealth Advisors
Florida
$27.5K +$27.4K +154 New
HIA
1068
Harbor Investment Advisory
Maryland
$27K +$5.51K +31 +25%
TWC
1069
TD Waterhouse Canada
Ontario, Canada
$26.7K +$20.5K +115 New
APC
1070
Aspire Private Capital
North Carolina
$26K – – –
DAM
1071
Delta Asset Management
Tennessee
$26K – – –
WB
1072
Webster Bank
Connecticut
$26K – – –
GWMI
1073
Guardian Wealth Management (Illinois)
Illinois
$26K +$25.8K +145 New
GEA
1074
Glen Eagle Advisors
New Jersey
$25.9K +$4.62K +26 +22%
HWA
1075
HHM Wealth Advisors
Tennessee
$25K – – –
41 42
43
44 45