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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1351
Steph & Co
Wisconsin
$6.72K +$6.32K +35 New
VL
1352
Vima LLC
Michigan
$6.67K – – –
MFC
1353
Morris Financial Concepts
South Carolina
$6.14K – – –
DF
1354
Dunhill Financial
United Kingdom
$4.99K +$4.69K +26 New
GPFA
1355
Game Plan Financial Advisors
Ohio
$4.88K – – –
DFA
1356
DHJJ Financial Advisors
Illinois
$4.22K – – –
MM
1357
Main Management
California
$4K – – –
B
1358
Birchbrook
Maine
$3.84K – – –
PWMG
1359
Prestige Wealth Management Group
New Jersey
$3.65K -$1.44K -8 -30%
FIM
1360
FWL Investment Management
Texas
$3.45K – – –
HWM
1361
HighMark Wealth Management
Minnesota
$3.28K -$7.04K -39 Closed
NC
1362
NewSquare Capital
Pennsylvania
$3.07K -$722 -4 -20%
WIM
1363
Westside Investment Management
California
$2.69K – – –
GTAM
1364
Global Trust Asset Management
Florida
$2.52K – – –
CPBTD
1365
Central Pacific Bank - Trust Division
Hawaii
$2.47K +$2.35K +13 New
EWM
1366
EPG Wealth Management
Georgia
$2.3K – – –
CMP
1367
Coston McIsaac & Partners
Maine
$2K – – –
BIM
1368
Breakwater Investment Management
Washington
$1.92K +$1.8K +10 New
NIC
1369
Northwest Investment Counselors
Oregon
$1.92K +$1.8K +10 New
KHC
1370
Koesten Hirschmann & Crabtree
Kansas
$1.86K +$361 +2 +25%
MIM
1371
Macroview Investment Management
Maryland
$1.76K – – –
FP
1372
Financial Perspectives
Minnesota
$1.73K – – –
IBOK
1373
Independence Bank of Kentucky
Kentucky
$1.73K – – –
BWM
1374
Bullock Wealth Management
Indiana
$1.68K +$1.62K +9 New
FPFS
1375
First Personal Financial Services
North Carolina
$1.34K +$1.26K +7 New
53 54
55
56 57