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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1551
Team Financial Group
California
$33K – – –
VDBMI
1552
Van Den Berg Management I
Texas
$31.6K -$46.1K -220 -60%
MA
1553
Modus Advisors
Minnesota
$30.5K +$30.2K +144 New
B
1554
Birchbrook
Maine
$30.3K +$29.9K +143 New
WA
1555
Westfuller Advisors
New York
$29.5K +$209 +1 +0.7%
MI
1556
Motiv8 Investments
Florida
$29K +$28.3K +135 New
RWS
1557
Retirement Wealth Solutions
Wisconsin
$26.9K – – –
MAM
1558
Marquette Asset Management
Minnesota
$26.3K – – –
BFPW
1559
BOK Financial Private Wealth
Colorado
$26.1K – – –
SRCM
1560
Signature Resources Capital Management
California
$26.1K +$3.35K +16 +15%
LAMC
1561
Longview Asset Management (California)
California
$25.4K +$838 +4 +3%
CSC
1562
Caldwell Sutter Capital
California
$25K – – –
PWPS
1563
Pinnacle Wealth Planning Services
Ohio
$24.4K +$24.1K +115 New
CTB
1564
Country Trust Bank
Illinois
$24.1K – – –
CT
1565
Clearstead Trust
Maine
$23.7K – – –
FG
1566
Fairman Group
Pennsylvania
$23.5K +$209 +1 +0.9%
SFS
1567
Sunrise Financial Services
Washington
$23.5K +$23.2K +111 New
RLIM
1568
Red Lighthouse Investment Management
New York
$23.3K – – –
ECM
1569
EMC Capital Management
Texas
$22K – – –
BCM
1570
Blume Capital Management
California
$21.2K -$11.1K -53 -35%
BC
1571
Broadwater Capital
Massachusetts
$21.2K – – –
MG
1572
MilWealth Group
Wisconsin
$21.2K – – –
TF
1573
Tompkins Financial
New York
$20.5K – – –
WIM
1574
Westside Investment Management
California
$20.5K – – –
LBC
1575
Lowe Brockenbrough & Co
Virginia
$20.3K +$13K +62 +182%
61 62
63
64 65