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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1626
SHP Wealth Management
Massachusetts
$18.2K +$9.84K +44 +110%
SGFG
1627
Silver Grove Financial Group
New York
$17.8K +$18.3K +82 New
S
1628
Sachetta
Massachusetts
$17.6K -$2.68K -12 -13%
NWMP
1629
Noble Wealth Management PBC
Colorado
$17.4K – – –
AP
1630
Advisortrust Partners
North Carolina
$17.4K +$17.9K +80 New
MWA
1631
Merkkuri Wealth Advisors
New York
$17.2K +$17.7K +79 New
ZBNA
1632
Zions Bancorporation, National Association
Utah
$16.9K – – –
TPWA
1633
Twin Peaks Wealth Advisors
California
$16.9K +$17.4K +78 New
MFC
1634
Morris Financial Concepts
South Carolina
$16.7K – – –
USB
1635
Union Savings Bank
Connecticut
$16.3K – – –
BDPWM
1636
Barnes Dennig Private Wealth Management
Ohio
$15.9K – – –
BHWM
1637
Bay Harbor Wealth Management
Maryland
$15.6K +$2.01K +9 +14%
DJSG
1638
D.J. St. Germain
Massachusetts
$15.4K +$224 +1 +1%
SAP
1639
Strategic Advisory Partners
North Carolina
$15.2K +$15.6K +70 New
CB
1640
CNB Bank
Pennsylvania
$13.7K – – –
DWS
1641
Dynamic Wealth Strategies
California
$13.7K – – –
BW
1642
Basepoint Wealth
Iowa
$13.4K +$224 +1 +2%
MWP
1643
MYCIO Wealth Partners
Pennsylvania
$12.7K – – –
HPIA
1644
Hamilton Point Investment Advisors
North Carolina
$11.7K – – –
SG
1645
Sankala Group
Colorado
$11.2K +$4.92K +22 +73%
DCM
1646
Davis Capital Management
Florida
$10.9K – – –
NFSG
1647
Newbridge Financial Services Group
Florida
$10.9K – – –
AWM
1648
Aberdeen Wealth Management
Illinois
$10.9K +$11.2K +50 New
BW
1649
Bravera Wealth
North Dakota
$10.9K +$11.2K +50 New
HI
1650
Horizon Investments
North Carolina
$10.9K +$11.2K +50 New
64 65
66
67 68