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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1476
BOK Financial Private Wealth
Colorado
$25.8K – – –
UFPG
1477
United Financial Planning Group
New York
$25K +$19.8K +97 New
CSC
1478
Caldwell Sutter Capital
California
$24.6K -$5.11K -25 -17%
LFA
1479
LGT Financial Advisors
Texas
$24.4K -$204 -1 -0.8%
LAMC
1480
Longview Asset Management (California)
California
$24.2K +$23.7K +116 New
CTB
1481
Country Trust Bank
Illinois
$23.8K – – –
CT
1482
Clearstead Trust
Maine
$23.4K +$17.6K +86 +331%
FG
1483
Fairman Group
Pennsylvania
$23.1K – – –
RLIM
1484
Red Lighthouse Investment Management
New York
$23K – – –
SRCM
1485
Signature Resources Capital Management
California
$22.3K – – –
NECFA
1486
New England Capital Financial Advisors
Connecticut
$22.1K -$204 -1 -0.9%
ECM
1487
EMC Capital Management
Texas
$21K – – –
BC
1488
Broadwater Capital
Massachusetts
$20.9K -$3.97M -19,401 -99%
MG
1489
MilWealth Group
Wisconsin
$20.9K – – –
TF
1490
Tompkins Financial
New York
$20.2K – – –
WIM
1491
Westside Investment Management
California
$20.2K – – –
AFG
1492
Albion Financial Group
Utah
$19K – – –
PWMG
1493
Private Wealth Management Group
New Jersey
$19K – – –
VWM
1494
Valley Wealth Managers
New Jersey
$18.3K – – –
VNA
1495
Valley National Advisers
Pennsylvania
$18K -$82.2K -402 -82%
MFC
1496
Morris Financial Concepts
South Carolina
$17.9K – – –
BAM
1497
Bellevue Asset Management
Washington
$17.7K – – –
PA
1498
Pineridge Advisors
Missouri
$17.3K – – –
LWMI
1499
Legacy Wealth Management (Idaho)
Idaho
$16.9K -$409 -2 -2%
NWMP
1500
Noble Wealth Management PBC
Colorado
$16.7K +$16.4K +80 New
58 59
60
61 62