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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1351
PFG Private Wealth Management
Florida
$7.02K +$816 +5 +15%
SIS
1352
Sound Income Strategies
Florida
$6.86K +$4.08K +25 +192%
HPC
1353
HM Payson & Co
Maine
$6.66K -$18.4K -113 -75%
CWP
1354
Concord Wealth Partners
Virginia
$6.3K – – –
MLA
1355
MB, Levis & Associates
Pennsylvania
$5.94K -$19.1K -117 -78%
SFM
1356
Systematic Financial Management
New Jersey
$5.78K -$46K -282 -90%
MFC
1357
Morris Financial Concepts
South Carolina
$5.76K – – –
PWMG
1358
Prestige Wealth Management Group
New Jersey
$4.86K – – –
GPFA
1359
Game Plan Financial Advisors
Ohio
$4.55K +$4.08K +25 New
MM
1360
Main Management
California
$4K +$3.43K +21 New
DFA
1361
DHJJ Financial Advisors
Illinois
$3.96K -$6.86K -42 -66%
B
1362
Birchbrook
Maine
$3.6K +$3.27K +20 New
NC
1363
NewSquare Capital
Pennsylvania
$3.6K – – –
FIM
1364
FWL Investment Management
Texas
$3.24K – – –
CTA
1365
Colonial Trust Advisors
South Carolina
$3.06K +$2.77K +17 New
WOC
1366
West Oak Capital
California
$3K – – –
KFS
1367
Kelly Financial Services
Massachusetts
$2.54K +$2.29K +14 New
WIM
1368
Westside Investment Management
California
$2.52K +$2.29K +14 New
GTAM
1369
Global Trust Asset Management
Florida
$2.35K – – –
LFA
1370
Livelsberger Financial Advisory
Ohio
$2.16K +$1.96K +12 New
EWM
1371
EPG Wealth Management
Georgia
$2.11K – – –
CMP
1372
Coston McIsaac & Partners
Maine
$2K – – –
MIM
1373
Macroview Investment Management
Maryland
$1.64K – – –
FP
1374
Financial Perspectives
Minnesota
$1.62K – – –
IBOK
1375
Independence Bank of Kentucky
Kentucky
$1.62K – – –
53 54
55
56 57