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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
701
West Bancorporation
Iowa
$7K – – –
LWM
702
Liberty Wealth Management
California
$6K – – –
TC
703
Trust Company
Kansas
$6K – – –
FP
704
Fiduciary Planning
Florida
$6K +$5.94K +53 New
PWMG
705
Prestige Wealth Management Group
New Jersey
$6K +$6.05K +54 New
ONST
706
Old North State Trust
North Carolina
$6K +$6.17K +55 New
BFO
707
Biltmore Family Office
North Carolina
$5K – – –
GG
708
Gleason Group
Kentucky
$5K – – –
BL
709
Balentine LLC
Georgia
$5K +$112 +1 +2%
PFWA
710
Paces Ferry Wealth Advisors
Georgia
$5K +$4.82K +43 New
CCM
711
Chiron Capital Management
Florida
$5K +$5.04K +45 New
SFC
712
SYM Financial Corp
Indiana
$5K +$5.04K +45 New
NFSG
713
Newbridge Financial Services Group
Florida
$5K +$5.16K +46 New
FGA
714
Fortis Group Advisors
New Jersey
$5K +$5.83K +52 New
FMTCOCP
715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
FWM
716
Focused Wealth Management
New York
$4K – – –
IF
717
Ironwood Financial
Arizona
$4K – – –
WCG
718
Weaver Consulting Group
California
$4K – – –
SIM
719
Sonora Investment Management
Arizona
$4K +$3.92K +35 New
AWA
720
Arkadios Wealth Advisors
Georgia
$3.57K – – –
DOA
721
D'Orazio & Associates
Virginia
$3K -$52.7K -470 -95%
SIC
722
Salem Investment Counselors
North Carolina
$3K -$5.49K -49 -66%
SIS
723
Sound Income Strategies
Florida
$3K – – –
GI
724
Gradient Investments
Minnesota
$3K +$2.58K +23 New
JWA
725
JFS Wealth Advisors
Pennsylvania
$3K +$2.8K +25 New
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