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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
1476
New England Capital Financial Advisors
Connecticut
$20.8K -$15.9K -86 -45%
ECM
1477
EMC Capital Management
Texas
$20K – – –
FMP
1478
Financial Management Professionals
Texas
$19.6K – – –
MG
1479
MilWealth Group
Wisconsin
$19.5K – – –
TPWA
1480
Twin Peaks Wealth Advisors
California
$19.2K +$17.6K +95 New
TF
1481
Tompkins Financial
New York
$18.9K – – –
WIM
1482
Westside Investment Management
California
$18.9K – – –
MAWAG
1483
Mid-American Wealth Advisory Group
Missouri
$18.3K +$17.4K +94 New
MSWA
1484
Marshall & Sterling Wealth Advisors
New York
$18.3K – – –
BPAMU
1485
BTG Pactual Asset Management US
New York
$18.1K +$17.2K +93 New
HWP
1486
Highline Wealth Partners
California
$18K – – –
AFG
1487
Albion Financial Group
Utah
$17.7K – – –
PWMG
1488
Private Wealth Management Group
New Jersey
$17.7K – – –
VWM
1489
Valley Wealth Managers
New Jersey
$17K -$740 -4 -4%
MFC
1490
Morris Financial Concepts
South Carolina
$16.8K +$2.59K +14 +19%
BAM
1491
Bellevue Asset Management
Washington
$16.4K +$185 +1 +1%
LWMI
1492
Legacy Wealth Management (Idaho)
Idaho
$16.2K – – –
LIS
1493
Legacy Investment Solutions
Idaho
$16.2K +$15.4K +83 New
PA
1494
Pineridge Advisors
Missouri
$16.1K – – –
EWA
1495
Elevate Wealth Advisory
Georgia
$15.3K +$14.4K +78 New
ZBNA
1496
Zions Bancorporation, National Association
Utah
$15.2K – – –
USB
1497
Union Savings Bank
Connecticut
$14.9K – – –
MSG
1498
Main Street Group
Virginia
$14.4K -$2.22K -12 -14%
DWA
1499
Delos Wealth Advisors
Texas
$14.2K +$13.5K +73 New
YP
1500
YANKCOM Partnership
South Dakota
$13.7K – – –
58 59
60
61 62