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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1601
Front Row Advisors
California
$38.5K – – –
WCM
1602
Westend Capital Management
California
$38K +$39.1K +175 New
SEP
1603
Signature Equity Partners
Ohio
$37.7K -$447 -2 -1%
TVWM
1604
Tower View Wealth Management
Wisconsin
$37.1K +$38.2K +171 New
SCC
1605
Seal Cove Capital
California
$36.5K – – –
TFA
1606
Toth Financial Advisory
Virginia
$36.5K – – –
TFG
1607
Team Financial Group
California
$33.9K – – –
PF
1608
PlanVest Financial
Maryland
$33K +$34K +152 New
HKAM
1609
Horizon Kinetics Asset Management
New York
$29.3K +$30.2K +135 New
SRCM
1610
Signature Resources Capital Management
California
$27.2K +$447 +2 +2%
MAM
1611
Marquette Asset Management
Minnesota
$26.9K – – –
BFPW
1612
BOK Financial Private Wealth
Colorado
$26.7K – – –
HWA
1613
Heritage Wealth Advisors
Virginia
$26.1K -$14.1K -63 -34%
LAMC
1614
Longview Asset Management (California)
California
$26.1K – – –
CSC
1615
Caldwell Sutter Capital
California
$25.6K – – –
CTB
1616
Country Trust Bank
Illinois
$24.8K – – –
FG
1617
Fairman Group
Pennsylvania
$24.3K +$224 +1 +0.9%
SFS
1618
Sunrise Financial Services
Washington
$24.1K – – –
PWMG
1619
Private Wealth Management Group
New Jersey
$23.8K +$4.02K +18 +20%
BCM
1620
Blume Capital Management
California
$21.7K – – –
MG
1621
MilWealth Group
Wisconsin
$21.7K – – –
BC
1622
Broadwater Capital
Massachusetts
$21.2K – – –
WIM
1623
Westside Investment Management
California
$21.1K – – –
WA
1624
Westfuller Advisors
New York
$21K -$9.39K -42 -30%
LBC
1625
Lowe Brockenbrough & Co
Virginia
$20.9K – – –
63 64
65
66 67