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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1301
Delta Asset Management
Tennessee
$25.7K – – –
PCWA
1302
Pacific Capital Wealth Advisors
California
$25.4K +$23K +141 New
HCM
1303
Highlander Capital Management
New Jersey
$25.2K +$22.9K +140 New
TVWM
1304
Tower View Wealth Management
Wisconsin
$25K +$163 +1 +0.7%
FWM
1305
FSA Wealth Management
Massachusetts
$25K +$22.7K +139 New
MFA
1306
Morling Financial Advisors
California
$24.1K – – –
APC
1307
Aspire Private Capital
North Carolina
$23K – – –
NFSG
1308
Newbridge Financial Services Group
Florida
$22.5K – – –
MAM
1309
Marquette Asset Management
Minnesota
$22.3K – – –
LFA
1310
LGT Financial Advisors
Texas
$20.8K – – –
FG
1311
Fairman Group
Pennsylvania
$19.2K +$17.5K +107 New
FGA
1312
Fortis Group Advisors
New Jersey
$18.7K +$8.49K +52 +100%
ECM
1313
EMC Capital Management
Texas
$18K -$46K -282 -74%
MG
1314
MilWealth Group
Wisconsin
$18K – – –
BC
1315
Broadwater Capital
Massachusetts
$18K +$16.3K +100 New
PWMG
1316
Private Wealth Management Group
New Jersey
$17.3K +$15.7K +96 New
PCMC
1317
Private Capital Management (Colorado)
Colorado
$17.3K – – –
RBC
1318
Roble Belko & Company
Pennsylvania
$17K – – –
MRCM
1319
M&R Capital Management
New Jersey
$16.9K – – –
AFG
1320
Albion Financial Group
Utah
$16.4K – – –
HWP
1321
Highline Wealth Partners
California
$16.2K +$14.7K +90 New
VWM
1322
Valley Wealth Managers
New Jersey
$16.1K +$163 +1 +1%
RWPA
1323
Richard W. Paul & Associates
Michigan
$14.9K – – –
CP
1324
Castleview Partners
Texas
$13.9K +$12.6K +77 New
DF
1325
DecisionPoint Financial
Arizona
$13.7K – – –
51 52
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