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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1001
Bogart Wealth LLC
Virginia
– -$56K -399 Closed
RWA
1002
Ropes Wealth Advisors
Massachusetts
– -$52K -366 Closed
SIAG
1003
Safeguard Investment Advisory Group
California
– -$51K -364 Closed
DWM
1004
Defined Wealth Management
Oregon
– -$47K -333 Closed
FPCG
1005
Fort Pitt Capital Group
Pennsylvania
– -$45K -319 Closed
SIS
1006
SVB Investment Services
Utah
– -$37K -258 Closed
AIA
1007
Armor Investment Advisors
North Carolina
– -$36K -250 Closed
TRCT
1008
Tower Research Capital (TRC)
New York
– -$35K -249 Closed
TIAM2
1009
Tru Independence Asset Management 2
Oregon
– -$28K -199 Closed
OPW
1010
Oxler Private Wealth
New York
– -$19K -137 Closed
PCA
1011
Peddock Capital Advisors
Massachusetts
– -$16K -110 Closed
FWM
1012
FSA Wealth Management
Massachusetts
– -$14K -100 Closed
SFG
1013
Sowa Financial Group
Rhode Island
– -$13K -93 Closed
TAM
1014
Tucker Asset Management
Colorado
– -$12.9K -91 Closed
FWM
1015
ForthRight Wealth Management
Georgia
– -$11K -80 Closed
HWA
1016
HCR Wealth Advisors
California
– -$10K -70 Closed
GA
1017
GoalVest Advisory
New York
– -$9K -63 Closed
PCA
1018
Providence Capital Advisors
North Carolina
– -$9K -61 Closed
IA
1019
Inspire Advisors
Idaho
– -$8K -57 Closed
ONST
1020
Old North State Trust
North Carolina
– -$8K -55 Closed
HIM
1021
HawsGoodwin Investment Management
Tennessee
– -$7K -52 Closed
MCM
1022
McMillion Capital Management
North Carolina
– -$7K -50 Closed
PFO
1023
Pathstone Family Office
New Jersey
– -$6K -45 Closed
SFC
1024
SYM Financial Corp
Indiana
– -$6K -45 Closed
FMTCOCP
1025
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$5K -38 Closed
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