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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1676
Signature Equity Partners
Ohio
$22.1K -$19.3K -83 -48%
AFG
1677
Albion Financial Group
Utah
$22.1K – – –
VWM
1678
Valley Wealth Managers
New Jersey
$21.5K +$233 +1 +1%
KFG
1679
Kingdom Financial Group
Arizona
$21.2K +$20.2K +87 New
BAM
1680
Bellevue Asset Management
Washington
$20.9K – – –
ZBNA
1681
Zions Bancorporation, National Association
Utah
$19K – – –
MFC
1682
Morris Financial Concepts
South Carolina
$18.7K – – –
BHWM
1683
Bay Harbor Wealth Management
Maryland
$18.7K +$1.16K +5 +7%
USB
1684
Union Savings Bank
Connecticut
$18.2K – – –
BDPWM
1685
Barnes Dennig Private Wealth Management
Ohio
$17.7K – – –
SGFG
1686
Silver Grove Financial Group
New York
$15.8K -$3.95K -17 -21%
CB
1687
CNB Bank
Pennsylvania
$15.3K – – –
DWS
1688
Dynamic Wealth Strategies
California
$15.3K – – –
BWS
1689
Buck Wealth Strategies
Colorado
$14.8K +$14.2K +61 New
CRI
1690
Commonwealth Retirement Investments
Virginia
$14.8K +$14.2K +61 New
NWMP
1691
Noble Wealth Management PBC
Colorado
$14.6K -$4.65K -20 -25%
MWP
1692
MYCIO Wealth Partners
Pennsylvania
$14.3K +$233 +1 +2%
HC
1693
Hoese & Co
Minnesota
$13.6K +$13K +56 New
VWA
1694
Valued Wealth Advisors
Utah
$13.5K +$1.86K +8 +17%
HPIA
1695
Hamilton Point Investment Advisors
North Carolina
$13.1K – – –
NFSG
1696
Newbridge Financial Services Group
Florida
$12.9K +$698 +3 +6%
FWA
1697
Flagship Wealth Advisors
Massachusetts
$12.9K +$12.3K +53 New
AWM
1698
Aberdeen Wealth Management
Illinois
$12.2K – – –
BW
1699
Bravera Wealth
North Dakota
$12.2K – – –
DCM
1700
Davis Capital Management
Florida
$11.9K -$233 -1 -2%
66 67
68
69 70