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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1576
Wagner Wealth Management (South Carolina)
South Carolina
$122K – – –
SFC
1577
SYM Financial Corp
Indiana
$121K – – –
TM
1578
Torren Management
California
$121K – – –
HIIFS
1579
Harel Insurance Investments & Financial Services
Israel
$121K – – –
RWM
1580
Raffa Wealth Management
District of Columbia
$118K -$863K -3,711 -88%
CIA
1581
Cape Investment Advisory
Georgia
$118K +$113K +484 New
APW
1582
Atlantic Private Wealth
North Carolina
$116K – – –
CPG
1583
Cornerstone Planning Group
New Jersey
$115K -$4.19K -18 -4%
BWA
1584
Basecamp Wealth Advisors
Washington
$113K – – –
AP
1585
Atwood & Palmer
Missouri
$109K – – –
DF
1586
Dunhill Financial
United Kingdom
$107K +$14.2K +61 +16%
OSNBOA
1587
Old Second National Bank of Aurora
Illinois
$104K – – –
MSG
1588
Main Street Group
Virginia
$103K -$8.14K -35 -8%
BL
1589
BFSG LLC
California
$101K – – –
BFP
1590
Birchwood Financial Partners
Minnesota
$98.8K +$233 +1 +0.2%
CFM
1591
Compass Financial Management
Florida
$98.6K +$93.3K +401 New
MCM
1592
Manchester Capital Management
Vermont
$97.2K – – –
MFC
1593
Mechanics Financial Corp
Ohio
$97.2K – – –
MJRIC
1594
Mogy Joel R Investment Counsel
California
$97.2K – – –
RPC
1595
Rossmore Private Capital
Connecticut
$97.2K +$34.9K +150 +60%
DFA
1596
DHJJ Financial Advisors
Illinois
$97.1K -$2.33K -10 -2%
UFPG
1597
United Financial Planning Group
New York
$95.5K -$190K -816 -67%
ACA
1598
American Capital Advisory
Idaho
$91.1K – – –
EI
1599
Ellevest Inc
New York
$91.1K +$8.61M +37,015 New
PWPS
1600
Pinnacle Wealth Planning Services
Ohio
$89.9K +$3.26K +14 +4%
62 63
64
65 66