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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1101
Paulson Wealth Management
Illinois
$520K -$18.8K -81 -4%
GS
1102
GTS Securities
Florida
$519K +$497K +2,137 New
DWMS
1103
Dominguez Wealth Management Solutions
Virginia
$518K +$5.82K +25 +1%
PWW
1104
Pettyjohn Wood & White
Virginia
$515K – – –
AAM
1105
Aureus Asset Management
Massachusetts
$514K +$111K +476 +29%
CIA
1106
Capital Investment Advisors
Georgia
$513K +$23.3K +100 +5%
NA
1107
Nottingham Advisors
New York
$512K +$698 +3 +0.1%
DA
1108
Doliver Advisors
Texas
$512K -$23.3K -100 -5%
PA
1109
Pinnacle Associates
New York
$511K -$90.5K -389 -16%
ISB
1110
Iowa State Bank
Iowa
$510K – – –
CIAS
1111
Capital Investment Advisory Services
North Carolina
$509K +$233 +1 +0%
CWM
1112
Copia Wealth Management
Oregon
$508K +$8.37K +36 +2%
BPFA
1113
Barnes Pettey Financial Advisors
Mississippi
$505K +$5.12K +22 +1%
GWM
1114
Greenhouse Wealth Management
Connecticut
$505K -$3.08M -13,229 -86%
PWMA
1115
Pension & Wealth Management Advisors
Massachusetts
$503K +$1.86K +8 +0.4%
LPAM
1116
Lodestar Private Asset Management
California
$503K +$17.2K +74 +4%
FF
1117
Financial Futures
New Jersey
$501K -$1.4K -6 -0.3%
GT
1118
GreatBanc Trust
Illinois
$497K -$80.3K -345 -14%
CCM
1119
Compass Capital Management
Minnesota
$494K – – –
PWM
1120
Provident Wealth Management
Tennessee
$494K +$10.7K +46 +2%
MMHP
1121
Murphy Middleton Hinkle & Parker
Georgia
$492K – – –
CI
1122
Ceera Investments
Texas
$491K -$16.5K -71 -3%
SDJVC
1123
St. Denis J. Villere & Co
Louisiana
$491K – – –
RFS
1124
Retirement Financial Solutions
Tennessee
$491K +$2.09K +9 +0.4%
WBCM
1125
Wilson & Boucher Capital Management
California
$491K – – –
43 44
45
46 47