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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1351
Great Lakes Retirement
Ohio
$4.59K +$4.62K +25 New
PWMG
1352
Prestige Wealth Management Group
New Jersey
$3.49K – – –
FIM
1353
FWL Investment Management
Texas
$3.29K – – –
NC
1354
NewSquare Capital
Pennsylvania
$2.92K – – –
OW
1355
Olistico Wealth
Oklahoma
$2.78K +$2.77K +15 New
GTAM
1356
Global Trust Asset Management
Florida
$2.4K – – –
CPBTD
1357
Central Pacific Bank - Trust Division
Hawaii
$2.37K – – –
EWM
1358
EPG Wealth Management
Georgia
$2.19K -$2.22K -12 Closed
RFA
1359
Register Financial Advisors
Georgia
$2.19K +$1.85K +10 +500%
TCG
1360
Transcendent Capital Group
Oklahoma
$2.19K +$2.22K +12 New
CMP
1361
Coston McIsaac & Partners
Maine
$2K – – –
KHC
1362
Koesten Hirschmann & Crabtree
Kansas
$1.86K – – –
BIM
1363
Breakwater Investment Management
Washington
$1.83K – – –
MIM
1364
Macroview Investment Management
Maryland
$1.67K – – –
FP
1365
Financial Perspectives
Minnesota
$1.64K – – –
IBOK
1366
Independence Bank of Kentucky
Kentucky
$1.64K – – –
BWM
1367
Bullock Wealth Management
Indiana
$1.6K – – –
LFA
1368
Legend Financial Advisors
Pennsylvania
$1.28K +$1.29K +7 New
DJSG
1369
D.J. St. Germain
Massachusetts
$1.09K – – –
GCM
1370
Gables Capital Management
Florida
$913 – – –
HGA
1371
Hobbs Group Advisors
South Carolina
$913 +$924 +5 New
OP
1372
ORG Partners
Indiana
$902 +$924 +5 New
HPC
1373
HM Payson & Co
Maine
$731 +$739 +4 New
PPP
1374
Private Portfolio Partners
New Jersey
– -$13.2M -68,774 Closed
NL
1375
NWAM LLC
Washington
– -$4.47M -23,647 Closed
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55
56 57