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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1101
Joseph P. Lucia & Associates
New York
$6K – – –
PPWM
1102
PFG Private Wealth Management
Florida
$5K -$3.28K -20 -37%
HFA
1103
HC Financial Advisors
California
$5K – – –
SIS
1104
Sound Income Strategies
Florida
$5K +$820 +5 +18%
GFP
1105
Gryphon Financial Partners
Ohio
$5K +$4.92K +30 New
SFM
1106
Systematic Financial Management
New Jersey
$5K +$5.74K +35 New
BA
1107
Bivin & Associates
Oklahoma
$4K – – –
OSNBOA
1108
Old Second National Bank of Aurora
Illinois
$4K – – –
PWMG
1109
Prestige Wealth Management Group
New Jersey
$4K – – –
VRM
1110
Vectors Research Management
New York
$4K – – –
AW
1111
ACG Wealth
Georgia
$4K +$3.94K +24 New
RMC
1112
Resources Management Corp
Connecticut
$4K +$4.1K +25 New
DAC
1113
Dividend Assets Capital
South Carolina
$3K – – –
JMF
1114
Johnson Midwest Financial
Iowa
$3K – – –
RPCA
1115
Running Point Capital Advisors
California
$3K – – –
WOC
1116
West Oak Capital
California
$3K – – –
LDFR
1117
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3.12K +19 New
BRWM
1118
B. Riley Wealth Management
Tennessee
$2.58K -$55.4K -338 -2%
KFS
1119
Kelly Financial Services
Massachusetts
$2.25K – – –
IFA
1120
Interactive Financial Advisors
Illinois
$2K -$104K -635 -98%
CT
1121
Clearstead Trust
Maine
$2K – – –
JWA
1122
JFS Wealth Advisors
Pennsylvania
$2K – – –
SCM
1123
SevenOneSeven Capital Management
Pennsylvania
$2K – – –
SC
1124
Schubert & Co
Texas
$2K +$1.97K +12 New
CMP
1125
Coston McIsaac & Partners
Maine
$2K +$2.46K +15 New
43 44
45
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