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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
301
Telos Capital Management
California
$905K +$187K +1,480 +23%
CTC
302
Central Trust Company
Missouri
$897K +$343K +2,711 +53%
SEIA
303
Signature Estate & Investment Advisors
California
$894K +$8.73K +69 +0.9%
SC
304
SouthState Corp
Florida
$886K +$697K +5,512 +245%
CG
305
Caprock Group
Idaho
$884K -$13.4K -106 -1%
JPG
306
Jordan Park Group
California
$867K – – –
AFP
307
Ausdal Financial Partners
Iowa
$862K -$2.02M -15,975 -68%
CL
308
CPWM LLC
Washington
$862K +$956K +7,555 New
KWM
309
Kingsview Wealth Management
Oregon
$847K -$54.9K -434 -6%
EAM
310
Evanson Asset Management
California
$830K -$8.48K -67 -0.9%
EK
311
Evensky & Katz
Florida
$826K +$40K +316 +5%
FLA
312
Financial Life Advisors
Texas
$822K -$76.8K -607 -8%
HCIA
313
Hochman Cole Investment Advisors
Illinois
$822K -$9.87K -78 -1%
RWM
314
Raffa Wealth Management
District of Columbia
$808K +$386K +3,048 +76%
VCAM
315
Van Cleef Asset Management
Ohio
$799K -$3.8K -30 -0.4%
CCG
316
Chatham Capital Group
Georgia
$788K -$50.6K -400 -5%
CCP
317
Corient Capital Partners
California
$778K – – –
NAMP
318
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$769K -$152K -1,200 -15%
AAP
319
Arax Advisory Partners
Colorado
$769K +$246K +1,943 +40%
IIC
320
Integrated Investment Consultants
Michigan
$768K +$329K +2,600 +63%
ACS
321
Archford Capital Strategies
Illinois
$761K +$76.3K +603 +10%
ACM
322
Armbruster Capital Management
New York
$737K +$2.15K +17 +0.3%
WIA
323
Wealthstreet Investment Advisors
Texas
$729K -$62.4K -493 -8%
SBSB
324
Sullivan, Bruyette, Speros & Blaney
Virginia
$727K -$24K -190 -3%
FWP
325
FAS Wealth Partners
Kansas
$726K -$729K -5,760 -47%
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