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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1451
International Assets Investment Management
Florida
– -$237K -1,297 Closed
GI
1452
Gradient Investments
Minnesota
– -$236K -1,293 Closed
WIM
1453
Warwick Investment Management
Texas
– -$234K -1,284 Closed
IFO
1454
Independent Family Office
New York
– -$222K -1,217 Closed
OAS
1455
Optivise Advisory Services
Tennessee
– -$217K -1,189 Closed
TVM
1456
True Vision MN
Minnesota
– -$218K -1,189 Closed
GPW
1457
Gray Private Wealth
Massachusetts
– -$216K -1,182 Closed
LIA
1458
Lynx Investment Advisory
District of Columbia
– -$57.5K -315 Closed
AWM
1459
Activest Wealth Management
Florida
– -$48.1K -250 Closed
HCM
1460
Horrell Capital Management
Arkansas
– -$42K -232 Closed
OCM
1461
Orion Capital Management
California
– -$35.8K -196 Closed
SIS
1462
Strategic Investment Solutions
Illinois
– -$16.6K -100 Closed
NFSG
1463
Newbridge Financial Services Group
Florida
– -$12.8K -70 Closed
RDFA
1464
Ritter Daniher Financial Advisory
Ohio
– -$8.94K -49 Closed
GLR
1465
Great Lakes Retirement
Ohio
– -$4.59K -25 Closed
OW
1466
Olistico Wealth
Oklahoma
– -$2.78K -15 Closed
LFA
1467
Legend Financial Advisors
Pennsylvania
– -$1.28K -7 Closed
HPC
1468
HM Payson & Co
Maine
– -$731 -4 Closed
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