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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1726
FWL Investment Management
Texas
$5.59K +$5.35K +23 New
CWP
1727
Concord Wealth Partners
Virginia
$5.12K +$4.88K +21 New
WAS
1728
Winch Advisory Services
Wisconsin
$4.86K – – –
CAM
1729
Costello Asset Management
Pennsylvania
$4.62K -$233 -1 -5%
AWM
1730
Activest Wealth Management
Florida
$4.62K – – –
PWMG
1731
Prestige Wealth Management Group
New Jersey
$4.62K – – –
SNB
1732
Security National Bank
Nebraska
$4.62K – – –
HIA
1733
HFM Investment Advisors
New Jersey
$4.55K – – –
CT
1734
Clearstead Trust
Maine
$4.37K – – –
TCWA
1735
Turtle Creek Wealth Advisors
Texas
$4.37K – – –
NA
1736
Networth Advisors
Pennsylvania
$3.66K +$3.49K +15 New
GTAM
1737
Global Trust Asset Management
Florida
$3.33K – – –
CMP
1738
Coston McIsaac & Partners
Maine
$3K – – –
HDIM
1739
Hanson & Doremus Investment Management
Vermont
$3K – – –
RFA
1740
Register Financial Advisors
Georgia
$2.92K -$2.09K -9 -43%
ATS
1741
Ashton Thomas Securities
New York
$2.92K – – –
PGAM
1742
Princeton Global Asset Management
New Jersey
$2.92K – – –
BWM
1743
Bullock Wealth Management
Indiana
$2.24K +$2.09K +9 New
DWM
1744
Darwin Wealth Management
Florida
$2.2K – – –
HI
1745
Horizon Investments
North Carolina
$2.19K -$9.54K -41 -82%
NRG
1746
Nemes Rush Group
Michigan
$2.19K – – –
QWM
1747
Quaker Wealth Management
New Jersey
$2.19K – – –
KPP
1748
Kings Path Partners
Texas
$2.19K +$2.09K +9 New
CTA
1749
Colonial Trust Advisors
South Carolina
$1.75K – – –
GFA
1750
Godfrey Financial Associates
New York
$1.7K – – –
68 69
70
71 72