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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
951
Savior LLC
Massachusetts
$11K – – –
FWM
952
Focused Wealth Management
New York
$10K – – –
GWSG
953
GPS Wealth Strategies Group
Colorado
$10K – – –
AIA
954
Armor Investment Advisors
North Carolina
$8K – – –
BFO
955
Biltmore Family Office
North Carolina
$8K – – –
BCM
956
Bourgeon Capital Management
Connecticut
$8K – – –
GG
957
Gleason Group
Kentucky
$8K – – –
JHCP
958
Jackson Hole Capital Partners
Oklahoma
$8K – – –
JPLA
959
Joseph P. Lucia & Associates
New York
$7K – – –
HFA
960
HC Financial Advisors
California
$6K -$44.9K -262 -88%
CWP
961
Concord Wealth Partners
Virginia
$6K -$12.2K -71 -67%
IF
962
Ironwood Financial
Arizona
$6K – – –
PC
963
Pecaut & Co
Iowa
$5K -$342 -2 -7%
GAM
964
Gemmer Asset Management
California
$5K – – –
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$5K – – –
PWMG
966
Prestige Wealth Management Group
New Jersey
$5K – – –
SIS
967
Sound Income Strategies
Florida
$5K – – –
VRM
968
Vectors Research Management
New York
$5K +$342 +2 +7%
DWA
969
Dougherty Wealth Advisers
Minnesota
$5K +$4.79K +28 New
NL
970
NVWM LLC
Pennsylvania
$5K +$5.14K +30 New
JFGIW
971
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$5.31K -31 -56%
FF
972
FourThought Financial
Florida
$4K -$1.37K -8 -24%
AIP
973
Ameritas Investment Partners
Nebraska
$4K – – –
JMF
974
Johnson Midwest Financial
Iowa
$4K – – –
PWA
975
Phoenix Wealth Advisors
North Carolina
$4K – – –
37 38
39
40 41