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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1326
Satovsky Asset Management
New York
$215K +$409 +2 +0.2%
WP
1327
Westmount Partners
California
$215K +$209K +1,024 New
SSWM
1328
Smith Salley Wealth Management
North Carolina
$214K -$168K -820 -44%
PIA
1329
Pinion Investment Advisors
Kansas
$213K -$22.7K -111 -10%
EWA
1330
Encompass Wealth Advisors
Oregon
$212K +$208K +1,018 New
CICC
1331
Capital Investment Counsel (Colorado)
Colorado
$212K -$57.3K -280 -22%
AIA
1332
AIMZ Investment Advisors
California
$212K +$208K +1,015 New
GC
1333
GatePass Capital
Ohio
$211K -$4.7K -23 -2%
BFA
1334
Beaumont Financial Advisors
Massachusetts
$211K -$5.11K -25 -2%
IAG
1335
Investment Advisory Group
Massachusetts
$210K +$206K +1,008 New
PRTG
1336
Post Resch Tallon Group
New York
$210K +$205K +1,005 New
SWA
1337
Serenus Wealth Advisors
California
$209K +$205K +1,002 New
ATC
1338
Advantage Trust Company
Kansas
$209K – – –
EP
1339
Essential Planning
New Hampshire
$209K +$204K +1,000 New
UBV
1340
United Bank (Virginia)
Virginia
$209K +$204K +1,000 New
NS
1341
NBC Securities
Alabama
$208K +$1.84K +9 +0.9%
MWM
1342
Manske Wealth Management
Texas
$208K +$204K +996 New
RIM
1343
RW Investment Management
Idaho
$208K +$203K +995 New
MWA
1344
Meridian Wealth Advisors
Texas
$208K +$203K +995 New
RIL
1345
Rothschild Investment LLC
Illinois
$207K +$1.23K +6 +0.6%
NEWAS
1346
N.E.W. Advisory Services
Wisconsin
$207K +$204 +1 +0.1%
CA
1347
Crumly & Associates
Illinois
$206K +$202K +988 New
AIS
1348
Accredited Investor Services
Minnesota
$205K +$201K +982 New
TC
1349
TAGStone Capital
North Carolina
$205K +$200K +977 New
FFP
1350
Freedom Financial Partners
Minnesota
$204K +$200K +978 New
52 53
54
55 56