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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
1576
Transcendent Capital Group
Oklahoma
$2.38K – – –
CMP
1577
Coston McIsaac & Partners
Maine
$2K – – –
FP
1578
Financial Perspectives
Minnesota
$1.78K – – –
IBOK
1579
Independence Bank of Kentucky
Kentucky
$1.78K – – –
WIM
1580
Westside Investment Management
California
$1.78K +$1.85K +9 New
DWM
1581
Darwin Wealth Management
Florida
$1.78K – – –
BWM
1582
Bullock Wealth Management
Indiana
$1.78K – – –
CTB
1583
Country Trust Bank
Illinois
$1.58K +$1.64K +8 New
PMIM
1584
Prudent Man Investment Management
Colorado
$1.39K +$1.44K +7 New
LFA
1585
Legend Financial Advisors
Pennsylvania
$1.39K +$1.44K +7 New
NWM
1586
Nova Wealth Management
Florida
$1.2K +$1.23K +6 New
MWM
1587
Mascoma Wealth Management
New Hampshire
$1.19K +$1.23K +6 New
GCM
1588
Gables Capital Management
Florida
$991 – – –
HFS
1589
Hopwood Financial Services
Virginia
$991 +$1.03K +5 New
OP
1590
ORG Partners
Indiana
$990 – – –
CWP
1591
Clark Wealth Partners
Illinois
$793 +$821 +4 New
SAS
1592
Spurstone Advisory Services
Connecticut
$594 +$616 +3 New
FWM
1593
FLP Wealth Management
Arkansas
$407 +$411 +2 New
TCM
1594
Tradewinds Capital Management
Washington
$199 – – –
LNC
1595
Lincoln National Corp
Pennsylvania
– -$41.6M -207,389 Closed
FFO
1596
Fiduciary Family Office
Florida
– -$3.48M -17,347 Closed
SFS
1597
Sowell Financial Services
Arkansas
– -$3.29M -16,403 Closed
FTUS
1598
Flow Traders U.S.
New York
– -$2.43M -12,109 Closed
CC
1599
Cypress Capital
Tennessee
– -$2.25M -11,193 Closed
CSPIA
1600
Cary Street Partners Investment Advisory
Virginia
– -$2.16M -10,765 Closed
62 63
64
65 66