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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1126
Harbor Investment Advisory
Maryland
$45.3K +$19.3K +121 +74%
OCM
1127
Orion Capital Management
California
$44.1K – – –
TF
1128
Tompkins Financial
New York
$43K – – –
JWA
1129
JFS Wealth Advisors
Pennsylvania
$41.4K +$39.5K +248 +1,908%
AAG
1130
Armstrong Advisory Group
Massachusetts
$40.8K +$40.9K +257 New
MFG
1131
Mendota Financial Group
Wisconsin
$40.8K +$40.9K +257 New
MPCG
1132
Matrix Private Capital Group
New York
$39.9K – – –
GCM
1133
Garland Capital Management
Washington
$39.4K +$318 +2 +0.8%
JHCP
1134
Jackson Hole Capital Partners
Oklahoma
$38.4K – – –
MWM
1135
Mascoma Wealth Management
New Hampshire
$38.1K +$6.53K +41 +21%
PCM
1136
Perritt Capital Management
Illinois
$36.7K +$36.8K +231 New
BWL
1137
Bogart Wealth LLC
Virginia
$36.5K +$9.39K +59 +35%
MSCM
1138
McElhenny Sheffield Capital Management
Texas
$35.4K +$35.5K +223 New
WPA
1139
West Paces Advisors
Georgia
$34.5K – – –
CSWG
1140
Cardinal Strategic Wealth Guidance
Kentucky
$33.3K – – –
EW
1141
Element Wealth
Mississippi
$33K +$318 +2 +1%
BTI
1142
Blue Trust Inc
Georgia
$33K +$8.76K +55 +31%
PPC
1143
Park Place Capital
Alabama
$32K +$31.8K +200 New
AWM
1144
Aberdeen Wealth Management
Illinois
$31.8K – – –
BAAM
1145
Baker Avenue Asset Management
California
$31.1K +$31.2K +196 New
KM
1146
Kalos Management
Georgia
$30.5K +$30.6K +192 New
GFPC
1147
Global Financial Private Client
Florida
$30.2K – – –
WT
1148
Washington Trust
Rhode Island
$30.2K – – –
CT
1149
Cambridge Trust
Massachusetts
$29K +$2.39K +15 +9%
GWSA
1150
Global Wealth Strategies & Associates
Colorado
$28.7K +$28.8K +181 New
44 45
46
47 48