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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1126
Kelly Financial Services
Massachusetts
$2.66K – – –
FF
1127
FourThought Financial
Florida
$2K -$2.49K -14 -54%
IBOK
1128
Independence Bank of Kentucky
Kentucky
$2K -$1.42K -8 -47%
GTAM
1129
Global Trust Asset Management
Florida
$2K – – –
ZIG
1130
Zullo Investment Group
Pennsylvania
$2K +$1.6K +9 New
SCM
1131
SevenOneSeven Capital Management
Pennsylvania
$2K +$1.96K +11 New
BWL
1132
Bogart Wealth LLC
Virginia
$2K +$2.31K +13 New
CWM
1133
CarsonAllaria Wealth Management
Illinois
$2K +$2.31K +13 New
LWMNY
1134
Landmark Wealth Management (New York)
New York
$2K +$2.4M +13,511 New
CIA
1135
Cascade Investment Advisors
Oregon
$1.79K – – –
LWM
1136
Liberty Wealth Management
California
$1.59K -$646K -3,635 -100%
CIA
1137
Choate Investment Advisors
Massachusetts
$1K – – –
CT
1138
Clearstead Trust
Maine
$1K – – –
HWM
1139
Holloway Wealth Management
Florida
$1K – – –
HNWA
1140
Henrickson Nauta Wealth Advisors
Michigan
$1K +$534 +3 New
BIM
1141
Baldwin Investment Management
Pennsylvania
$812 +$59.9K +337 +8%
BBHC
1142
Brown Brothers Harriman & Co
New York
$286 +$17.8K +100 +7%
FHC
1143
First Heartland Consultants
Missouri
$260 -$21.2K -119 -8%
FGAM
1144
Financial Gravity Asset Management
Texas
$32 -$4.98K -28 -13%
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
44 45
46
47 48