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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1351
Broadwater Capital
Massachusetts
$20.1K – – –
MG
1352
MilWealth Group
Wisconsin
$20.1K – – –
NCM
1353
Northwest Capital Management
Oregon
$20.1K – – –
PWMG
1354
Private Wealth Management Group
New Jersey
$18.9K – – –
MRCM
1355
M&R Capital Management
New Jersey
$18.9K – – –
HWP
1356
Highline Wealth Partners
California
$18.3K +$192 +1 +1%
AFG
1357
Albion Financial Group
Utah
$18.3K – – –
VWM
1358
Valley Wealth Managers
New Jersey
$18.2K +$192 +1 +1%
PWA
1359
Provenance Wealth Advisors
Florida
$17.6K – – –
MSG
1360
Main Street Group
Virginia
$17.3K -$11.7K -61 -41%
CP
1361
Castleview Partners
Texas
$16.9K – – –
NIC
1362
Northwest Investment Counselors
Oregon
$16.9K +$16.1K +84 New
BAM
1363
Bellevue Asset Management
Washington
$16.7K – – –
RWPA
1364
Richard W. Paul & Associates
Michigan
$16.7K – – –
TWC
1365
TD Waterhouse Canada
Ontario, Canada
$16.5K – – –
PA
1366
Pineridge Advisors
Missouri
$16.4K +$192 +1 +1%
ETS
1367
ESL Trust Services
New York
$16.1K +$15.4K +80 New
AEPWM
1368
Atlantic Edge Private Wealth Management
Florida
$15.9K – – –
SWM
1369
Sugarloaf Wealth Management
Georgia
$15.5K +$14.8K +77 New
USB
1370
Union Savings Bank
Connecticut
$15.1K – – –
BIM
1371
Breakwater Investment Management
Washington
$14.7K +$12.1K +63 +630%
MFC
1372
Morris Financial Concepts
South Carolina
$14.5K +$7.69K +40 +125%
RCM
1373
Raleigh Capital Management
North Carolina
$14.1K – – –
M
1374
MOTCO
Texas
$13.7K – – –
DF
1375
DecisionPoint Financial
Arizona
$13.3K – – –
53 54
55
56 57