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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1576
Sachetta
Massachusetts
$19.7K -$71.6K -342 -79%
AFG
1577
Albion Financial Group
Utah
$19.3K – – –
PWMG
1578
Private Wealth Management Group
New Jersey
$19.3K – – –
VWM
1579
Valley Wealth Managers
New Jersey
$18.6K +$209 +1 +1%
BAM
1580
Bellevue Asset Management
Washington
$18.1K +$209 +1 +1%
AI
1581
Atomic Invest
New York
$17.9K +$17.4K +83 New
NL
1582
Navalign LLC
California
$17.8K +$17.6K +84 New
NWMP
1583
Noble Wealth Management PBC
Colorado
$16.9K – – –
ZBNA
1584
Zions Bancorporation, National Association
Utah
$16.5K – – –
MFC
1585
Morris Financial Concepts
South Carolina
$16.3K -$1.88K -9 -10%
USB
1586
Union Savings Bank
Connecticut
$15.9K +$15.7K +75 New
BDPWM
1587
Barnes Dennig Private Wealth Management
Ohio
$15.5K – – –
DJSG
1588
D.J. St. Germain
Massachusetts
$14.8K – – –
AIA
1589
Armor Investment Advisors
North Carolina
$14.6K +$4.82K +23 +50%
CB
1590
CNB Bank
Pennsylvania
$13.3K – – –
DWS
1591
Dynamic Wealth Strategies
California
$13.3K – – –
BHWM
1592
Bay Harbor Wealth Management
Maryland
$13.3K +$13.2K +63 New
BW
1593
Basepoint Wealth
Iowa
$13K +$12.8K +61 New
CRI
1594
Commonwealth Retirement Investments
Virginia
$12.9K +$12.8K +61 New
MWP
1595
MYCIO Wealth Partners
Pennsylvania
$12.3K – – –
LWANC
1596
Laurel Wealth Advisors (North Carolina)
North Carolina
$11.6K +$11.5K +55 New
UFPG
1597
United Financial Planning Group
New York
$11.5K -$9K -43 -44%
HPIA
1598
Hamilton Point Investment Advisors
North Carolina
$11.4K -$14.7K -70 -56%
FWA
1599
Flagship Wealth Advisors
Massachusetts
$11.2K – – –
GG
1600
Gleason Group
Kentucky
$11.2K +$209 +1 +2%
62 63
64
65 66