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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1001
Lee Financial
Texas
– -$71K -500 Closed
BWL
1002
Bogart Wealth LLC
Virginia
– -$56K -399 Closed
RWA
1003
Ropes Wealth Advisors
Massachusetts
– -$52K -366 Closed
SIAG
1004
Safeguard Investment Advisory Group
California
– -$51K -364 Closed
DWM
1005
Defined Wealth Management
Oregon
– -$47K -333 Closed
FPCG
1006
Fort Pitt Capital Group
Pennsylvania
– -$45K -319 Closed
SIS
1007
SVB Investment Services
Utah
– -$37K -258 Closed
AIA
1008
Armor Investment Advisors
North Carolina
– -$36K -250 Closed
TRCT
1009
Tower Research Capital (TRC)
New York
– -$35K -249 Closed
TIAM2
1010
Tru Independence Asset Management 2
Oregon
– -$28K -199 Closed
OPW
1011
Oxler Private Wealth
New York
– -$19K -137 Closed
PCA
1012
Peddock Capital Advisors
Massachusetts
– -$16K -110 Closed
FWM
1013
FSA Wealth Management
Massachusetts
– -$14K -100 Closed
SFG
1014
Sowa Financial Group
Rhode Island
– -$13K -93 Closed
TAM
1015
Tucker Asset Management
Colorado
– -$12.9K -91 Closed
FWM
1016
ForthRight Wealth Management
Georgia
– -$11K -80 Closed
HWA
1017
HCR Wealth Advisors
California
– -$10K -70 Closed
GA
1018
GoalVest Advisory
New York
– -$9K -63 Closed
PCA
1019
Providence Capital Advisors
North Carolina
– -$9K -61 Closed
IA
1020
Inspire Advisors
Idaho
– -$8K -57 Closed
ONST
1021
Old North State Trust
North Carolina
– -$8K -55 Closed
HIM
1022
HawsGoodwin Investment Management
Tennessee
– -$7K -52 Closed
MCM
1023
McMillion Capital Management
North Carolina
– -$7K -50 Closed
PFO
1024
Pathstone Family Office
New Jersey
– -$6K -45 Closed
SFC
1025
SYM Financial Corp
Indiana
– -$6K -45 Closed
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