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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1301
Caldwell Sutter Capital
California
$25.7K – – –
DAM
1302
Delta Asset Management
Tennessee
$25.7K – – –
PCWA
1303
Pacific Capital Wealth Advisors
California
$25.4K +$23K +141 New
HCM
1304
Highlander Capital Management
New Jersey
$25.2K +$22.9K +140 New
TVWM
1305
Tower View Wealth Management
Wisconsin
$25K +$163 +1 +0.7%
FWM
1306
FSA Wealth Management
Massachusetts
$25K +$22.7K +139 New
MFA
1307
Morling Financial Advisors
California
$24.1K – – –
APC
1308
Aspire Private Capital
North Carolina
$23K – – –
NFSG
1309
Newbridge Financial Services Group
Florida
$22.5K – – –
MAM
1310
Marquette Asset Management
Minnesota
$22.3K – – –
LFA
1311
LGT Financial Advisors
Texas
$20.8K – – –
FG
1312
Fairman Group
Pennsylvania
$19.2K +$17.5K +107 New
FGA
1313
Fortis Group Advisors
New Jersey
$18.7K +$8.49K +52 +100%
ECM
1314
EMC Capital Management
Texas
$18K -$46K -282 -74%
MG
1315
MilWealth Group
Wisconsin
$18K – – –
BC
1316
Broadwater Capital
Massachusetts
$18K +$16.3K +100 New
PWMG
1317
Private Wealth Management Group
New Jersey
$17.3K +$15.7K +96 New
PCMC
1318
Private Capital Management (Colorado)
Colorado
$17.3K – – –
RBC
1319
Roble Belko & Company
Pennsylvania
$17K – – –
MRCM
1320
M&R Capital Management
New Jersey
$16.9K – – –
AFG
1321
Albion Financial Group
Utah
$16.4K – – –
HWP
1322
Highline Wealth Partners
California
$16.2K +$14.7K +90 New
VWM
1323
Valley Wealth Managers
New Jersey
$16.1K +$163 +1 +1%
RWPA
1324
Richard W. Paul & Associates
Michigan
$14.9K – – –
CP
1325
Castleview Partners
Texas
$13.9K +$12.6K +77 New
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