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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
301
Joel Isaacson & Co
New York
$1.09M – – –
BRWA
302
B. Riley Wealth Advisors
Florida
$1.06M -$5.47K -43 -0.5%
TCM
303
Telos Capital Management
California
$1.05M +$28.7K +226 +3%
BC
304
Burney Company
Virginia
$1.05M -$49.1K -386 -5%
WBG
305
Wharton Business Group
Pennsylvania
$1.03M -$425K -3,340 -29%
UA
306
Unison Advisors
District of Columbia
$1.03M -$13.4K -105 -1%
CWM
307
Capital Wealth Management
Rhode Island
$1.03M +$233K +1,830 +30%
SC
308
SouthState Corp
Florida
$1.02M +$22.5K +177 +2%
EAM
309
Evanson Asset Management
California
$1M +$64.4K +506 +7%
QCG
310
Quadrant Capital Group
Ohio
$994K -$324K -2,546 -25%
CG
311
Caprock Group
Idaho
$985K -$17K -134 -2%
AFP
312
Ausdal Financial Partners
Iowa
$982K +$8.9K +70 +0.9%
KWM
313
Kingsview Wealth Management
Oregon
$976K +$19.1K +150 +2%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$957K -$83.6K -657 -8%
CI
315
CX Institutional
Indiana
$946K -$392K -3,083 -30%
CAM
316
Cresset Asset Management
Illinois
$941K +$168K +1,318 +22%
BP
317
Ballentine Partners
Massachusetts
$940K -$144K -1,135 -13%
PL
318
Plancorp LLC
Missouri
$939K +$413K +3,247 +80%
EK
319
Evensky & Katz
Florida
$933K – – –
VCAM
320
Van Cleef Asset Management
Ohio
$929K +$26.7K +210 +3%
HCIA
321
Hochman Cole Investment Advisors
Illinois
$928K – – –
HFA
322
Huber Financial Advisors
Illinois
$921K -$1.74M -13,692 -66%
HT
323
Heritage Trust
Oklahoma
$919K +$819K +6,439 +917%
WWM
324
Western Wealth Management
Colorado
$914K -$197K -1,545 -18%
RWM
325
Raffa Wealth Management
District of Columbia
$912K – – –
11 12
13
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