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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
1126
Johnson Midwest Financial
Iowa
$4K – – –
EWM
1127
Edge Wealth Management
New York
$4K +$3.91K +22 New
RPCA
1128
Running Point Capital Advisors
California
$4K +$3.91K +22 New
IFA
1129
Interactive Financial Advisors
Illinois
$3K -$39.5K -222 -94%
WFA
1130
WestHill Financial Advisors
California
$3K – – –
WOC
1131
West Oak Capital
California
$3K – – –
KFS
1132
Kelly Financial Services
Massachusetts
$2.66K – – –
FF
1133
FourThought Financial
Florida
$2K -$2.49K -14 -54%
IBOK
1134
Independence Bank of Kentucky
Kentucky
$2K -$1.42K -8 -47%
GTAM
1135
Global Trust Asset Management
Florida
$2K – – –
ZIG
1136
Zullo Investment Group
Pennsylvania
$2K +$1.6K +9 New
SCM
1137
SevenOneSeven Capital Management
Pennsylvania
$2K +$1.96K +11 New
BWL
1138
Bogart Wealth LLC
Virginia
$2K +$2.31K +13 New
CWM
1139
CarsonAllaria Wealth Management
Illinois
$2K +$2.31K +13 New
CIA
1140
Cascade Investment Advisors
Oregon
$1.79K – – –
CIA
1141
Choate Investment Advisors
Massachusetts
$1K – – –
CT
1142
Clearstead Trust
Maine
$1K – – –
HWM
1143
Holloway Wealth Management
Florida
$1K – – –
HNWA
1144
Henrickson Nauta Wealth Advisors
Michigan
$1K +$534 +3 New
PI
1145
PFS Investments
Georgia
– -$11.4M -61,297 Closed
SAS
1146
Sage Advisory Services
Texas
– -$9.4M -55,542 Closed
FTUS
1147
Flow Traders U.S.
New York
– -$3.57M -21,081 Closed
CSPIA
1148
Cary Street Partners Investment Advisory
Virginia
– -$2.65M -15,633 Closed
CGIM
1149
Cannon Global Investment Management
Florida
– -$1.73M -10,224 Closed
TFA
1150
Tobias Financial Advisors
Florida
– -$1.65M -9,767 Closed
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