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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1601
Team Financial Group
California
$33.9K – – –
PF
1602
PlanVest Financial
Maryland
$33K +$34K +152 New
HKAM
1603
Horizon Kinetics Asset Management
New York
$29.3K +$30.2K +135 New
SRCM
1604
Signature Resources Capital Management
California
$27.2K +$447 +2 +2%
MAM
1605
Marquette Asset Management
Minnesota
$26.9K – – –
BFPW
1606
BOK Financial Private Wealth
Colorado
$26.7K – – –
HWA
1607
Heritage Wealth Advisors
Virginia
$26.1K -$14.1K -63 -34%
LAMC
1608
Longview Asset Management (California)
California
$26.1K – – –
CSC
1609
Caldwell Sutter Capital
California
$25.6K – – –
CTB
1610
Country Trust Bank
Illinois
$24.8K – – –
FG
1611
Fairman Group
Pennsylvania
$24.3K +$224 +1 +0.9%
SFS
1612
Sunrise Financial Services
Washington
$24.1K – – –
PWMG
1613
Private Wealth Management Group
New Jersey
$23.8K +$4.02K +18 +20%
BCM
1614
Blume Capital Management
California
$21.7K – – –
MG
1615
MilWealth Group
Wisconsin
$21.7K – – –
BC
1616
Broadwater Capital
Massachusetts
$21.2K – – –
WIM
1617
Westside Investment Management
California
$21.1K – – –
WA
1618
Westfuller Advisors
New York
$21K -$9.39K -42 -30%
LBC
1619
Lowe Brockenbrough & Co
Virginia
$20.9K – – –
SC
1620
Steph & Co
Wisconsin
$20.4K +$12.7K +57 +154%
AFG
1621
Albion Financial Group
Utah
$19.8K – – –
TC
1622
Truvestments Capital
Florida
$19.6K +$20.1K +90 New
VWM
1623
Valley Wealth Managers
New Jersey
$19.2K – – –
BAM
1624
Bellevue Asset Management
Washington
$18.7K +$224 +1 +1%
IA
1625
IFG Advisory
Georgia
$18.2K -$951K -4,253 -98%
63 64
65
66 67