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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1226
Coston McIsaac & Partners
Maine
$2K – – –
EWM
1227
EPG Wealth Management
Georgia
$1.91K – – –
AC
1228
AlphaCore Capital
California
$1.59K – – –
NIC
1229
Northwest Investment Counselors
Oregon
$1.59K – – –
MIM
1230
Macroview Investment Management
Maryland
$1.44K – – –
FP
1231
Financial Perspectives
Minnesota
$1.44K – – –
IBOK
1232
Independence Bank of Kentucky
Kentucky
$1.44K – – –
GWMIA
1233
Global Wealth Management Investment Advisory
Florida
$1.12K – – –
DJSG
1234
D.J. St. Germain
Massachusetts
$957 – – –
KHC
1235
Koesten Hirschmann & Crabtree
Kansas
$950 +$334 +2 +50%
YAL
1236
Your Advocates Ltd
Texas
$797 +$836 +5 New
LF
1237
Lee Financial
Texas
$638 – – –
RFA
1238
Register Financial Advisors
Georgia
$319 – – –
TAIM
1239
TD Ameritrade Investment Management
Nebraska
– -$67.9M -410,317 Closed
BCM
1240
BlueCrest Capital Management
Jersey
– -$15M -90,983 Closed
AA
1241
ALPS Advisors
Colorado
– -$11.1M -67,389 Closed
V
1242
Veritable
Delaware
– -$10.5M -63,283 Closed
PG
1243
Prostatis Group
Maryland
– -$51.3K -50,501 Closed
GI
1244
Glovista Investments
New Jersey
– -$7.36M -44,526 Closed
TA
1245
TFB Advisors
Kansas
– -$4.83M -29,218 Closed
BFS
1246
Bard Financial Services
Connecticut
– -$4.07M -24,628 Closed
HI
1247
HBK Investments
Texas
– -$2.54M -15,358 Closed
PA
1248
Prossimo Advisors
California
– -$1.99M -12,022 Closed
FIA
1249
Foundations Investment Advisors
Arizona
– -$1.94M -11,717 Closed
VWA
1250
V Wealth Advisors
Kansas
– -$1.36M -8,199 Closed
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50
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