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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1426
Global Wealth Strategies & Associates
Colorado
$24.2K -$10.1K -51 -28%
MAM
1427
Marquette Asset Management
Minnesota
$23.1K – – –
HPIA
1428
Hamilton Point Investment Advisors
North Carolina
$23.1K +$15K +76 +158%
BFPW
1429
BOK Financial Private Wealth
Colorado
$22.9K -$3.95K -20 -14%
SS
1430
Sunbelt Securities
Texas
$22.6K -$395 -2 -2%
OC
1431
Oakworth Capital
Alabama
$22.4K – – –
LFA
1432
LGT Financial Advisors
Texas
$21.9K – – –
FG
1433
Fairman Group
Pennsylvania
$21.6K +$198 +1 +0.9%
CTB
1434
Country Trust Bank
Illinois
$21.2K +$20.9K +106 +1,325%
SRCM
1435
Signature Resources Capital Management
California
$20.9K +$11.5K +58 +107%
NWMP
1436
Noble Wealth Management PBC
Colorado
$20.7K – – –
ECM
1437
EMC Capital Management
Texas
$19K – – –
CRFG
1438
Columbia River Financial Group
Washington
$19K +$20.3K +103 New
BC
1439
Broadwater Capital
Massachusetts
$18.6K – – –
MG
1440
MilWealth Group
Wisconsin
$18.6K – – –
FMP
1441
Financial Management Professionals
Texas
$18.6K +$19.8K +100 New
TF
1442
Tompkins Financial
New York
$18.1K +$6.91K +35 +56%
WIM
1443
Westside Investment Management
California
$18.1K +$17.4K +88 +978%
MSWA
1444
Marshall & Sterling Wealth Advisors
New York
$17.4K – – –
HWP
1445
Highline Wealth Partners
California
$17.2K – – –
VWM
1446
Valley Wealth Managers
New Jersey
$17K – – –
AFG
1447
Albion Financial Group
Utah
$17K – – –
PWMG
1448
Private Wealth Management Group
New Jersey
$17K – – –
HFS
1449
Hughes Financial Services
Virginia
$16.6K +$17.6K +89 New
PWA
1450
Provenance Wealth Advisors
Florida
$16.3K – – –
56 57
58
59 60