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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1526
Comprehensive Financial Planning
Pennsylvania
$12.4K +$12.7K +62 New
TF
1527
Tompkins Financial
New York
$12.3K – – –
FM
1528
Family Management
New York
$11.3K – – –
MWP
1529
MYCIO Wealth Partners
Pennsylvania
$11.3K – – –
BONH
1530
Bank of New Hampshire
New Hampshire
$10.9K – – –
DIP
1531
DT Investment Partners
Pennsylvania
$10.9K – – –
LWANC
1532
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.9K – – –
SRCM
1533
Signature Resources Capital Management
California
$10.7K +$821 +4 +8%
RIA
1534
Realta Investment Advisors
Delaware
$10.4K -$821 -4 -7%
FGA
1535
Fortis Group Advisors
New Jersey
$10.3K – – –
GG
1536
Gleason Group
Kentucky
$10.3K – – –
CT
1537
Clearstead Trust
Maine
$10.1K – – –
DCM
1538
Davis Capital Management
Florida
$9.91K – – –
MA
1539
MCF Advisors
Kentucky
$9.91K – – –
FFWM
1540
Future Financial Wealth Management
Ohio
$9.71K – – –
HPIA
1541
Hamilton Point Investment Advisors
North Carolina
$9.51K +$9.85K +48 New
VWA
1542
Valued Wealth Advisors
Utah
$9.44K – – –
BWM
1543
Bernard Wealth Management
Michigan
$9.31K +$9.65K +47 New
AIA
1544
Armor Investment Advisors
North Carolina
$9.12K – – –
APW
1545
Aventura Private Wealth
Florida
$8.92K +$9.24K +45 New
ETS
1546
ESL Trust Services
New York
$8.13K -$8.01K -39 -49%
CBT
1547
Crews Bank & Trust
Florida
$7.93K +$8.21K +40 New
PPWM
1548
PFG Private Wealth Management
Florida
$7.75K – – –
SC
1549
Steph & Co
Wisconsin
$7.33K – – –
SWC
1550
Spectrum Wealth Counsel
Indiana
$7.33K +$7.6K +37 New
60 61
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63 64