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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1201
Intrepid Capital Management
Florida
$9.26K +$8.82K +56 New
PC
1202
Pecaut & Co
Iowa
$8.8K – – –
IPW
1203
Impact Partnership Wealth
Georgia
$8.77K +$8.34K +53 New
RCM
1204
Raleigh Capital Management
North Carolina
$8.6K +$8.19K +52 New
NSG
1205
Nalls Sherbakoff Group
Tennessee
$8.35K – – –
GG
1206
Gleason Group
Kentucky
$8.3K – – –
BFO
1207
Biltmore Family Office
North Carolina
$8.13K – – –
MWM
1208
Mascoma Wealth Management
New Hampshire
$6.89K -$31.6K -201 -83%
SFM
1209
Systematic Financial Management
New Jersey
$6.72K -$23K -146 -78%
HWM
1210
HighMark Wealth Management
Minnesota
$6.39K -$19.2K -122 -76%
MA
1211
MCF Advisors
Kentucky
$5.96K -$5.83K -37 -51%
CWP
1212
Concord Wealth Partners
Virginia
$5.79K -$945 -6 -15%
IFAM
1213
Institutional & Family Asset Management
Colorado
$5.79K +$5.51K +35 New
RDFA
1214
Ritter Daniher Financial Advisory
Ohio
$5.79K +$5.51K +35 New
PPWM
1215
PFG Private Wealth Management
Florida
$5.62K – – –
RBC
1216
Roble Belko & Company
Pennsylvania
$5K +$4.41K +28 New
PWMG
1217
Prestige Wealth Management Group
New Jersey
$4.47K -$945 -6 -18%
MFC
1218
Morris Financial Concepts
South Carolina
$4.47K – – –
RPCA
1219
Running Point Capital Advisors
California
$3.64K – – –
JMF
1220
Johnson Midwest Financial
Iowa
$3.47K – – –
WOC
1221
West Oak Capital
California
$3.14K – – –
MCM
1222
McMillion Capital Management
North Carolina
$2.48K +$2.36K +15 New
GTAM
1223
Global Trust Asset Management
Florida
$2.14K – – –
CMP
1224
Coston McIsaac & Partners
Maine
$2K – – –
EWM
1225
EPG Wealth Management
Georgia
$1.99K -$11.3K -72 -86%
47 48
49
50 51