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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1226
Coston McIsaac & Partners
Maine
$2K – – –
EWM
1227
EPG Wealth Management
Georgia
$1.99K -$11.3K -72 -86%
AC
1228
AlphaCore Capital
California
$1.65K +$1.57K +10 New
NIC
1229
Northwest Investment Counselors
Oregon
$1.65K +$1.57K +10 New
FP
1230
Financial Perspectives
Minnesota
$1.49K – – –
IBOK
1231
Independence Bank of Kentucky
Kentucky
$1.49K – – –
MIM
1232
Macroview Investment Management
Maryland
$1.49K – – –
GWMIA
1233
Global Wealth Management Investment Advisory
Florida
$1.16K +$1.1K +7 New
DJSG
1234
D.J. St. Germain
Massachusetts
$992 +$945 +6 New
LF
1235
Lee Financial
Texas
$662 +$630 +4 New
KHC
1236
Koesten Hirschmann & Crabtree
Kansas
$609 +$472 +3 +300%
RFA
1237
Register Financial Advisors
Georgia
$331 – – –
WWP
1238
WR Wealth Planners
Missouri
$165 +$157 +1 New
BTCPP
1239
Border to Coast Pensions Partnership
United Kingdom
– -$18.7M -117,482 Closed
RWA
1240
Redhawk Wealth Advisors
Minnesota
– -$7.95M -50,047 Closed
TRCT
1241
Tower Research Capital (TRC)
New York
– -$5.93M -37,332 Closed
SCI
1242
Stableford Capital II
Arizona
– -$4.89M -30,801 Closed
WFM
1243
Wolff Financial Management
Michigan
– -$3.31M -20,841 Closed
QAM
1244
Q3 Asset Management
Michigan
– -$2.59M -16,333 Closed
LWMNY
1245
Landmark Wealth Management (New York)
New York
– -$2.18M -13,749 Closed
OCM
1246
One Capital Management
California
– -$1.74M -10,958 Closed
HMS
1247
Hanseatic Management Services
New Mexico
– -$1.46M -9,210 Closed
CS
1248
Capital Square
Tennessee
– -$1.4M -9,040 Closed
QFA
1249
Quattro Financial Advisors
Texas
– -$1.35M -8,516 Closed
KF
1250
Krilogy Financial
Missouri
– -$1.22M -7,715 Closed
48 49
50
51 52