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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Winter & Associates
Minnesota
– -$226K -1,030 Closed
CWP
1802
Core Wealth Partners
California
– -$223K -1,026 Closed
ATC
1803
Advantage Trust Company
Kansas
– -$217K -1,000 Closed
OHIS
1804
Oak Harvest Investment Services
Texas
– -$206K -950 Closed
WIM
1805
Warwick Investment Management
Texas
– -$202K -930 Closed
HIC
1806
Hamrick Investment Counsel
Washington
– -$178K -820 Closed
WAU
1807
Wellington-Altus USA
Manitoba, Canada
– -$190K -780 Closed
DI
1808
DAGCO Inc
Ohio
– -$167K -770 Closed
CW
1809
Curio Wealth
Maryland
– -$153K -706 Closed
WG
1810
Wellington Group
Indiana
– -$111K -509 Closed
BOJHT
1811
Bank of Jackson Hole Trust
Wyoming
– -$48.9K -225 Closed
TWM
1812
TopTier Wealth Management
Wisconsin
– -$46.5K -214 Closed
M
1813
MOTCO
Texas
– -$41.3K -190 Closed
SCC
1814
Seal Cove Capital
California
– -$36.5K -168 Closed
TFG
1815
Team Financial Group
California
– -$33.9K -156 Closed
TC
1816
Truvestments Capital
Florida
– -$19.6K -90 Closed
SWM
1817
SHP Wealth Management
Massachusetts
– -$18.2K -84 Closed
S
1818
Sachetta
Massachusetts
– -$17.6K -81 Closed
AP
1819
Advisortrust Partners
North Carolina
– -$17.4K -80 Closed
MWA
1820
Merkkuri Wealth Advisors
New York
– -$17.2K -79 Closed
TPWA
1821
Twin Peaks Wealth Advisors
California
– -$16.9K -78 Closed
SAP
1822
Strategic Advisory Partners
North Carolina
– -$15.2K -70 Closed
TLFA
1823
True Link Financial Advisors
California
– -$9.99K -46 Closed
CIR
1824
Clear Investment Research
Georgia
– -$7.06K -32 Closed
B
1825
Birchbrook
Maine
– -$4.34K -20 Closed
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