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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1501
Private Wealth Management Group
New Jersey
$18K -$616 -3 -3%
AFG
1502
Albion Financial Group
Utah
$18K – – –
VWM
1503
Valley Wealth Managers
New Jersey
$18K – – –
PWA
1504
Provenance Wealth Advisors
Florida
$17.3K – – –
RCM
1505
Raleigh Capital Management
North Carolina
$17.1K +$3.29K +16 +23%
MSG
1506
Main Street Group
Virginia
$17K – – –
LIS
1507
Legacy Investment Solutions
Idaho
$16.9K -$30.4K -148 -64%
LWMI
1508
Legacy Wealth Management (Idaho)
Idaho
$16.9K -$30.4K -148 -64%
BAM
1509
Bellevue Asset Management
Washington
$16.6K – – –
CP
1510
Castleview Partners
Texas
$16.6K – – –
RWPA
1511
Richard W. Paul & Associates
Michigan
$16.4K – – –
PA
1512
Pineridge Advisors
Missouri
$16.3K – – –
AEPWM
1513
Atlantic Edge Private Wealth Management
Florida
$15.7K – – –
ZB
1514
Zions Bancorporation
Utah
$15.5K +$16K +78 New
SWM
1515
Sugarloaf Wealth Management
Georgia
$15.3K – – –
USB
1516
Union Savings Bank
Connecticut
$14.9K – – –
EWM
1517
EPG Wealth Management
Georgia
$14.5K +$12.5K +61 +508%
MFC
1518
Morris Financial Concepts
South Carolina
$14.3K – – –
NFSG
1519
Newbridge Financial Services Group
Florida
$13.9K +$14.4K +70 New
YP
1520
YANKCOM Partnership
South Dakota
$13.9K +$14.4K +70 New
RBC
1521
Roble Belko & Company
Pennsylvania
$13K – – –
MSS
1522
Mitchell Sinkler & Starr
Pennsylvania
$12.9K – – –
DF
1523
Dunhill Financial
United Kingdom
$12.7K +$6.57K +32 +100%
CB
1524
CNB Bank
Pennsylvania
$12.5K – – –
ACM
1525
Anfield Capital Management
California
$12.5K +$12.9K +63 New
59 60
61
62 63