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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1501
Barnes Dennig Private Wealth Management
Ohio
$15.2K +$3.48K +17 +30%
DJSG
1502
D.J. St. Germain
Massachusetts
$14.6K +$13.9K +68 +3,400%
ACM
1503
Anfield Capital Management
California
$13.1K – – –
CB
1504
CNB Bank
Pennsylvania
$13.1K – – –
DWS
1505
Dynamic Wealth Strategies
California
$13.1K – – –
RBC
1506
Roble Belko & Company
Pennsylvania
$13K – – –
FLFS
1507
Family Legacy Financial Solutions
North Carolina
$12.7K +$12.5K +61 New
MWP
1508
MYCIO Wealth Partners
Pennsylvania
$12K +$204 +1 +2%
DF
1509
Dunhill Financial
United Kingdom
$11.5K -$384K -1,876 -97%
TAM
1510
Tucker Asset Management
Colorado
$11.3K – – –
FWA
1511
Flagship Wealth Advisors
Massachusetts
$11.1K +$10.8K +53 New
GG
1512
Gleason Group
Kentucky
$10.9K – – –
MA
1513
MCF Advisors
Kentucky
$10.5K – – –
NFSG
1514
Newbridge Financial Services Group
Florida
$10.4K – – –
DCM
1515
Davis Capital Management
Florida
$10.4K +$10.2K +50 New
FFA
1516
Frazier Financial Advisors
Ohio
$10.4K – – –
FFWM
1517
Future Financial Wealth Management
Ohio
$10.2K – – –
NWM
1518
Navigoe Wealth Management
California
$10K – – –
VWA
1519
Valued Wealth Advisors
Utah
$9.99K – – –
BWM
1520
Bernard Wealth Management
Michigan
$9.81K – – –
MSWA
1521
Marshall & Sterling Wealth Advisors
New York
$9.74K -$9.61K -47 -50%
AIA
1522
Armor Investment Advisors
North Carolina
$9.6K – – –
APW
1523
Aventura Private Wealth
Florida
$9.39K – – –
EWM
1524
Evolution Wealth Management
Florida
$8.56K – – –
HDIM
1525
Hanson & Doremus Investment Management
Vermont
$8K +$5.72K +28 +280%
59 60
61
62 63