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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1101
Founders Financial Alliance
North Carolina
$87K +$6.05K +38 +7%
CA
1102
CoreCap Advisors
Michigan
$85.5K +$85.7K +538 New
IRC
1103
Investors Research Corp
Georgia
$81.6K – – –
BCPWM
1104
Bradley & Co Private Wealth Management
Florida
$80.4K – – –
FMTCOCP
1105
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K +$30.3K +190 +69%
OFG
1106
Oxford Financial Group
Indiana
$71.5K – – –
DWMG
1107
DB Wealth Management Group
California
$69.9K -$139K -873 -66%
VNA
1108
Valley National Advisers
Pennsylvania
$66K +$7.48K +47 +13%
BL
1109
Balentine LLC
Georgia
$64.8K +$65K +408 New
JFG
1110
JDM Financial Group
Texas
$64.3K +$64.5K +405 New
AWM
1111
Abound Wealth Management
Tennessee
$63.1K +$11.3K +71 +22%
TH
1112
TCTC Holdings
Texas
$62.6K -$122K -766 -66%
JFA
1113
JNBA Financial Advisors
Minnesota
$58.3K – – –
PWM
1114
Provident Wealth Management
Tennessee
$56.7K – – –
TCA
1115
Trifecta Capital Advisors
Illinois
$56.4K +$56.5K +355 New
RLIM
1116
Red Lighthouse Investment Management
New York
$53K +$53.2K +334 New
MAWCM
1117
Mine & Arao Wealth Creation & Management
California
$51.9K – – –
BCM
1118
Bourgeon Capital Management
Connecticut
$50.2K +$42.4K +266 +532%
HDIM
1119
Hanson & Doremus Investment Management
Vermont
$50K +$159 +1 +0.3%
RWM
1120
Ruedi Wealth Management
Illinois
$49K +$27.7K +174 New
HCM
1121
Horrell Capital Management
Arkansas
$49K – – –
FCB
1122
First Command Bank
Texas
$48K – – –
FCFS
1123
First Command Financial Services
Texas
$48K – – –
HT
1124
Headlands Technologies
Illinois
$47K +$47.1K +296 New
HIA
1125
Harbor Investment Advisory
Maryland
$45.3K +$19.3K +121 +74%
43 44
45
46 47