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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
276
Telos Capital Management
California
$889K +$40.5K +311 +5%
CCP
277
Corient Capital Partners
California
$879K – – –
MHS
278
M Holdings Securities
Oregon
$869K +$84.7K +651 +11%
AI
279
Atria Investments
North Carolina
$853K -$275K -2,113 -25%
TDC
280
Thompson Davis & Co
Virginia
$849K +$601K +4,617 +260%
SBSB
281
Sullivan, Bruyette, Speros & Blaney
Virginia
$843K -$3.9K -30 -0.5%
FI
282
FormulaFolio Investments
Michigan
$843K +$260 +2 +0%
NHC
283
Nicholas Hoffman & Company
Georgia
$840K +$518K +3,982 +170%
TWA
284
TCI Wealth Advisors
Arizona
$827K +$94.4K +725 +13%
CF
285
Corrigan Financial
Rhode Island
$810K +$6.25K +48 +0.8%
IB
286
Intrust Bank
Kansas
$793K -$78.7K -605 -9%
HFA
287
Huber Financial Advisors
Illinois
$793K +$778K +5,975 New
MFS
288
McNamara Financial Services
Massachusetts
$786K +$7.94K +61 +1%
CTC
289
Central Trust Company
Missouri
$784K +$29K +223 +4%
AIA
290
Allegis Investment Advisors
Idaho
$781K -$5.29M -40,653 -87%
ASN
291
Advisory Services Network
Georgia
$779K +$132K +1,012 +21%
FT
292
Fiduciary Trust
Massachusetts
$771K -$25.2K -194 -3%
BRWA
293
B. Riley Wealth Advisors
Florida
$768K +$198K +1,524 +36%
PA
294
Parallel Advisors
California
$765K +$6.9K +53 +0.9%
KP
295
Keel Point
Alabama
$763K -$805K -6,187 -52%
CB
296
Cadence Bank
Mississippi
$760K +$745K +5,725 New
SIAS
297
Shine Investment Advisory Services
Colorado
$759K – – –
ADL
298
Asset Dedication LLC
California
$746K -$55.4K -426 -7%
ACM
299
Alpha Capital Management
Texas
$745K – – –
GWM
300
Geneos Wealth Management
Colorado
$744K +$48.9K +376 +7%
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