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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
726
Sowa Financial Group
Rhode Island
$20K +$18.9K +143 New
LWA
727
Lenox Wealth Advisors
New York
$20K +$19.3K +146 New
CAGAS
728
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
LWM
729
Liberty Wealth Management
California
$18K +$5.43K +41 +45%
PCA
730
Peddock Capital Advisors
Massachusetts
$17K +$16.4K +124 New
FPFS
731
First Personal Financial Services
North Carolina
$16K +$15.4K +116 New
BEI
732
Benjamin Edwards Inc
Missouri
$15K +$265 +2 +2%
RMC
733
Resources Management Corp
Connecticut
$13K -$7.95K -60 -38%
LGWM
734
Litman Gregory Wealth Management
California
$13K – – –
CAL
735
Capital Analysts LLC
Pennsylvania
$12K -$5.56K -42 -32%
SFA
736
Semmax Financial Advisors
North Carolina
$11K – – –
DAC
737
Dividend Assets Capital
South Carolina
$10K -$662 -5 -6%
TVWM
738
Tower View Wealth Management
Wisconsin
$10K – – –
HWA
739
HCR Wealth Advisors
California
$10K +$9.27K +70 New
CA
740
CXI Advisors
Indiana
$10K +$9.8K +74 New
RWA
741
Ropes Wealth Advisors
Massachusetts
$7K -$371K -2,800 -98%
JPLA
742
Joseph P. Lucia & Associates
New York
$7K -$5.83K -44 -47%
QAM
743
QCI Asset Management
New York
$7K -$2.78K -21 -30%
MCM
744
McMillion Capital Management
North Carolina
$7K – – –
TC
745
Trust Company
Kansas
$7K – – –
1IA
746
1834 Investment Advisors
Wisconsin
$7K +$6.23K +47 +783%
AF
747
Affiance Financial
Minnesota
$7K +$6.36K +48 New
LPWM
748
Lake Point Wealth Management
Texas
$7K +$6.36K +48 New
1NWS
749
1 North Wealth Services
Maryland
$6K – – –
BL
750
Balentine LLC
Georgia
$6K – – –
28 29
30
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