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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
726
First Personal Financial Services
North Carolina
$16K +$15.4K +116 New
BEI
727
Benjamin Edwards Inc
Missouri
$15K +$265 +2 +2%
RMC
728
Resources Management Corp
Connecticut
$13K -$7.95K -60 -38%
LGWM
729
Litman Gregory Wealth Management
California
$13K – – –
CAL
730
Capital Analysts LLC
Pennsylvania
$12K -$5.56K -42 -32%
SFA
731
Semmax Financial Advisors
North Carolina
$11K – – –
DAC
732
Dividend Assets Capital
South Carolina
$10K -$662 -5 -6%
TVWM
733
Tower View Wealth Management
Wisconsin
$10K – – –
HWA
734
HCR Wealth Advisors
California
$10K +$9.27K +70 New
CA
735
CXI Advisors
Indiana
$10K +$9.8K +74 New
RWA
736
Ropes Wealth Advisors
Massachusetts
$7K -$371K -2,800 -98%
JPLA
737
Joseph P. Lucia & Associates
New York
$7K -$5.83K -44 -47%
QAM
738
QCI Asset Management
New York
$7K -$2.78K -21 -30%
MCM
739
McMillion Capital Management
North Carolina
$7K – – –
TC
740
Trust Company
Kansas
$7K – – –
1IA
741
1834 Investment Advisors
Wisconsin
$7K +$6.23K +47 +783%
AF
742
Affiance Financial
Minnesota
$7K +$6.36K +48 New
LPWM
743
Lake Point Wealth Management
Texas
$7K +$6.36K +48 New
1NWS
744
1 North Wealth Services
Maryland
$6K – – –
BL
745
Balentine LLC
Georgia
$6K – – –
BFO
746
Biltmore Family Office
North Carolina
$6K +$132 +1 +2%
MWM
747
Maltin Wealth Management
New Jersey
$6K +$5.43K +41 New
GG
748
Gleason Group
Kentucky
$6K +$6.23K +47 New
TRCT
749
Tower Research Capital (TRC)
New York
$5K -$572K -4,319 -99%
FWM
750
Focused Wealth Management
New York
$5K – – –
28 29
30
31 32