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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1451
Pinney & Scofield
Massachusetts
$37.4K – – –
MPCG
1452
Matrix Private Capital Group
New York
$37.2K – – –
HFS
1453
Horizon Financial Services
North Carolina
$35.9K -$5K -27 -13%
HWA
1454
Heritage Wealth Advisors
Virginia
$35.7K +$22.2K +120 +190%
FRA
1455
Front Row Advisors
California
$34.7K +$32.8K +177 New
FGC
1456
Financial Gravity Companies
Texas
$33.2K +$31.5K +170 New
BBPWM
1457
Blue Bell Private Wealth Management
Pennsylvania
$33K – – –
OP
1458
ORG Partners
Indiana
$32.6K – – –
TFG
1459
Team Financial Group
California
$30.4K +$28.9K +156 New
TCM
1460
Traub Capital Management
Massachusetts
$30.2K +$28.7K +155 New
BCM
1461
Blume Capital Management
California
$28.9K +$27.4K +148 New
CSC
1462
Caldwell Sutter Capital
California
$27.9K – – –
DAM
1463
Delta Asset Management
Tennessee
$27.9K – – –
BMM
1464
Berkshire Money Management
Massachusetts
$24.4K +$23.1K +125 New
SS
1465
Sunbelt Securities
Texas
$24.4K +$370 +2 +2%
HPIA
1466
Hamilton Point Investment Advisors
North Carolina
$24.3K – – –
MAM
1467
Marquette Asset Management
Minnesota
$24.2K – – –
BFPW
1468
BOK Financial Private Wealth
Colorado
$24.1K – – –
POIA
1469
Pin Oak Investment Advisors
Texas
$24K +$39.2K +212 New
OC
1470
Oakworth Capital
Alabama
$23.4K – – –
LFA
1471
LGT Financial Advisors
Texas
$23K – – –
CTB
1472
Country Trust Bank
Illinois
$22.2K – – –
FG
1473
Fairman Group
Pennsylvania
$21.5K – – –
RLIM
1474
Red Lighthouse Investment Management
New York
$21.5K -$41.5K -224 -67%
SRCM
1475
Signature Resources Capital Management
California
$20.9K -$926 -5 -4%
57 58
59
60 61