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Vanguard Morningstar Small-Cap Value ETF
VBR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Prudent Man Investment Management
1776
Prudent Man Investment Management
Colorado
USD 1.48 k – – –
Clark Wealth Partners
1777
Clark Wealth Partners
Illinois
USD 1.46 k +USD 698 +3 +100%
Gables Capital Management
1778
Gables Capital Management
Florida
USD 1.22 k – – –
Spurstone Advisory Services
1779
Spurstone Advisory Services
Connecticut
USD 1.21 k +USD 930 +4 +400%
HighMark Wealth Management
1780
HighMark Wealth Management
Minnesota
USD 1.09 k +USD 930 +4 +400%
Allspring Global Investments
1781
Allspring Global Investments
North Carolina
USD 728 +USD 698 +3 Nuevas
Tradewinds Capital Management
1782
Tradewinds Capital Management
Washington
USD 243 – – –
Smallwood Wealth Investment Management
1783
Smallwood Wealth Investment Management
New Jersey
USD 242 +USD 233 +1 Nuevas
Shakespeare Wealth Management
1784
Shakespeare Wealth Management
Wisconsin
– -USD 24.9 M -114,711 Cerradas
Willis Investment Counsel
1785
Willis Investment Counsel
Georgia
– -USD 18.2 M -83,829 Cerradas
SA
1786
Strategic Advisors
New York
– -USD 5 M -23,006 Cerradas
CLA (CliftonLarsonAllen) Wealth Advisors
1787
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -USD 2.32 M -10,675 Cerradas
XTX Topco
1788
XTX Topco
Cayman Islands
– -USD 1.63 M -7,480 Cerradas
Jane Street
1789
Jane Street
New York
– -USD 1.55 M -6,669 Cerradas
Topel & Distasi Wealth Management
1790
Topel & Distasi Wealth Management
California
– -USD 1.2 M -5,505 Cerradas
Evoke Wealth
1791
Evoke Wealth
California
– -USD 1.19 M -5,499 Cerradas
Victrix Investment Advisors
1792
Victrix Investment Advisors
Florida
– -USD 896 k -4,126 Cerradas
Pacific Excel Wealth Advisors
1793
Pacific Excel Wealth Advisors
California
– -USD 821 k -3,777 Cerradas
Destiny Wealth Partners
1794
Destiny Wealth Partners
Florida
– -USD 713 k -3,282 Cerradas
Novak & Powell Financial Services
1795
Novak & Powell Financial Services
Florida
– -USD 699 k -3,217 Cerradas
Potentia Wealth
1796
Potentia Wealth
California
– -USD 595 k -2,739 Cerradas
Apeiron RIA
1797
Apeiron RIA
Texas
– -USD 481 k -2,213 Cerradas
Cerity Partners Retirement Plan Advisors
1798
Cerity Partners Retirement Plan Advisors
New York
– -USD 433 k -1,992 Cerradas
Williams Jones Wealth Management
1799
Williams Jones Wealth Management
New York
– -USD 374 k -1,721 Cerradas
Willis Johnson & Associates
1800
Willis Johnson & Associates
Texas
– -USD 347 k -1,598 Cerradas
70 71
72
73 74