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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
UA
301
Unison Advisors
District of Columbia
$922K -$11.3K -89 -1%
TW
302
Transform Wealth
Colorado
$918K -$211K -1,664 -17%
FANJ
303
Financial Architects (New Jersey)
New Jersey
$908K -$232K -1,837 -19%
PD
304
Planning Directions
Pennsylvania
$906K +$14.2K +112 +1%
TCM
305
Telos Capital Management
California
$905K +$187K +1,480 +23%
CTC
306
Central Trust Company
Missouri
$897K +$343K +2,711 +53%
SEIA
307
Signature Estate & Investment Advisors
California
$894K +$8.73K +69 +0.9%
SC
308
SouthState Corp
Florida
$886K +$697K +5,512 +245%
CG
309
Caprock Group
Idaho
$884K -$13.4K -106 -1%
JPG
310
Jordan Park Group
California
$867K – – –
AFP
311
Ausdal Financial Partners
Iowa
$862K -$2.02M -15,975 -68%
CL
312
CPWM LLC
Washington
$862K +$956K +7,555 New
KWM
313
Kingsview Wealth Management
Oregon
$847K -$54.9K -434 -6%
EAM
314
Evanson Asset Management
California
$830K -$8.48K -67 -0.9%
EK
315
Evensky & Katz
Florida
$826K +$40K +316 +5%
FLA
316
Financial Life Advisors
Texas
$822K -$76.8K -607 -8%
HCIA
317
Hochman Cole Investment Advisors
Illinois
$822K -$9.87K -78 -1%
RWM
318
Raffa Wealth Management
District of Columbia
$808K +$386K +3,048 +76%
VCAM
319
Van Cleef Asset Management
Ohio
$799K -$3.8K -30 -0.4%
CCG
320
Chatham Capital Group
Georgia
$788K -$50.6K -400 -5%
CCP
321
Corient Capital Partners
California
$778K – – –
NAMP
322
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K -$152K -1,200 -15%
AAP
323
Arax Advisory Partners
Colorado
$769K +$246K +1,943 +40%
IIC
324
Integrated Investment Consultants
Michigan
$768K +$329K +2,600 +63%
ACS
325
Archford Capital Strategies
Illinois
$761K +$76.3K +603 +10%
11 12
13
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