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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
1101
Jackson Hole Capital Partners
Oklahoma
$9K – – –
BFO
1102
Biltmore Family Office
North Carolina
$9K +$178 +1 +2%
AIA
1103
Armor Investment Advisors
North Carolina
$8K – – –
M
1104
MOTCO
Texas
$8K +$8K +45 New
TC
1105
Truvestments Capital
Florida
$8K +$8K +45 New
CWP
1106
Concord Wealth Partners
Virginia
$7K +$1.07K +6 +17%
FFG
1107
Ford Financial Group
California
$6.92K +$144K +811 +2%
HFA
1108
HC Financial Advisors
California
$6K – – –
DWA
1109
Dougherty Wealth Advisers
Minnesota
$6K +$1.25K +7 +25%
JWA
1110
JFS Wealth Advisors
Pennsylvania
$6K +$3.73K +21 +162%
CF
1111
Concorde Financial
Texas
$6K +$5.87K +33 New
VRM
1112
Vectors Research Management
New York
$5K -$356 -2 -7%
AIP
1113
Ameritas Investment Partners
Nebraska
$5K – – –
GAM
1114
Gemmer Asset Management
California
$5K – – –
PWMG
1115
Prestige Wealth Management Group
New Jersey
$5K – – –
SIS
1116
Sound Income Strategies
Florida
$5K – – –
BA
1117
Bivin & Associates
Oklahoma
$5K +$5.33K +30 New
HFS
1118
HBC Financial Services
Washington
$5K +$5.33K +30 New
JFGIW
1119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
JMF
1120
Johnson Midwest Financial
Iowa
$4K – – –
EWM
1121
Edge Wealth Management
New York
$4K +$3.91K +22 New
RPCA
1122
Running Point Capital Advisors
California
$4K +$3.91K +22 New
IFA
1123
Interactive Financial Advisors
Illinois
$3K -$39.5K -222 -94%
WFA
1124
WestHill Financial Advisors
California
$3K – – –
WOC
1125
West Oak Capital
California
$3K – – –
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45
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