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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1126
Biltmore Family Office
North Carolina
$8K – – –
CWP
1127
Concord Wealth Partners
Virginia
$7K – – –
JPLA
1128
Joseph P. Lucia & Associates
New York
$7K +$6.95K +40 New
PWP
1129
Pursue Wealth Partners
California
$6.17K +$6.26K +36 New
DWA
1130
Dougherty Wealth Advisers
Minnesota
$6K – – –
HFA
1131
HC Financial Advisors
California
$6K – – –
BA
1132
Bivin & Associates
Oklahoma
$5K – – –
HFS
1133
HBC Financial Services
Washington
$5K – – –
PWMG
1134
Prestige Wealth Management Group
New Jersey
$5K – – –
SIS
1135
Sound Income Strategies
Florida
$5K – – –
VRM
1136
Vectors Research Management
New York
$5K – – –
OSNBOA
1137
Old Second National Bank of Aurora
Illinois
$5K +$4.87K +28 New
FAM
1138
Frontier Asset Management
Wyoming
$4K -$692K -3,978 -99%
GAM
1139
Gemmer Asset Management
California
$4K – – –
JMF
1140
Johnson Midwest Financial
Iowa
$4K – – –
RPCA
1141
Running Point Capital Advisors
California
$4K – – –
WFA
1142
WestHill Financial Advisors
California
$3K – – –
WOC
1143
West Oak Capital
California
$3K – – –
DAC
1144
Dividend Assets Capital
South Carolina
$3K +$2.96K +17 New
KFS
1145
Kelly Financial Services
Massachusetts
$2.63K – – –
JWA
1146
JFS Wealth Advisors
Pennsylvania
$2K -$3.65K -21 -62%
IBOK
1147
Independence Bank of Kentucky
Kentucky
$2K – – –
SCM
1148
SevenOneSeven Capital Management
Pennsylvania
$2K – – –
ZIG
1149
Zullo Investment Group
Pennsylvania
$2K – – –
CT
1150
Clearstead Trust
Maine
$2K +$1.91K +11 +367%
44 45
46
47 48