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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1176
Flaharty Asset Management
Florida
$19.1K +$20.1K +120 New
LFA
1177
LGT Financial Advisors
Texas
$18.3K +$167 +1 +0.9%
RDIA
1178
RE Dickinson Investment Advisors
Iowa
$18K +$18.6K +111 New
MG
1179
MilWealth Group
Wisconsin
$15.9K – – –
HL
1180
HeadInvest LLC
Maine
$15.7K +$16.7K +100 New
PCMC
1181
Private Capital Management (Colorado)
Colorado
$15.3K – – –
RBC
1182
Roble Belko & Company
Pennsylvania
$15K +$10.7K +64 +229%
AWA
1183
Authentikos Wealth Advisory
California
$15K +$15.7K +94 New
MRCM
1184
M&R Capital Management
New Jersey
$15K +$15.7K +94 New
ANBT
1185
American National Bank & Trust
Texas
$14.8K +$4.18K +25 +37%
AFG
1186
Albion Financial Group
Utah
$14.5K – – –
VWM
1187
Valley Wealth Managers
New Jersey
$14.3K – – –
CT
1188
Clearstead Trust
Maine
$14K – – –
TFA
1189
Transamerica Financial Advisors
Florida
$14K +$14K +84 New
EBA
1190
Eagle Bay Advisors
New York
$13.7K -$26.2K -157 -65%
WWP
1191
WR Wealth Planners
Missouri
$13.7K +$14.2K +85 +8,500%
RWPA
1192
Richard W. Paul & Associates
Michigan
$13.2K – – –
DF
1193
DecisionPoint Financial
Arizona
$12.1K – – –
RL
1194
Rogco LP
Oklahoma
$12K +$12.5K +75 New
USB
1195
Union Savings Bank
Connecticut
$12K – – –
WB
1196
Webster Bank
Connecticut
$11.3K -$12.9K -77 -52%
CCMI
1197
Creative Capital Management Investments
California
$11.3K – – –
RCM
1198
Raleigh Capital Management
North Carolina
$11.2K +$3.01K +18 +35%
DFA
1199
DHJJ Financial Advisors
Illinois
$10.1K +$10.7K +64 New
CB
1200
CNB Bank
Pennsylvania
$10K – – –
46 47
48
49 50