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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
301
Roundview Capital
New Jersey
$1.09M – – –
CBFP
302
Cedar Brook Financial Partners
Ohio
$1.09M -$151K -1,183 -12%
SC
303
SouthState Corp
Florida
$1.07M +$24.8K +194 +2%
AFP
304
Ausdal Financial Partners
Iowa
$1.04M -$768 -6 -0.1%
IWM
305
IHT Wealth Management
Illinois
$1.03M -$8.7K -68 -0.8%
AWA
306
Arete Wealth Advisors
Illinois
$1M -$183K -1,427 -15%
SEIA
307
Signature Estate & Investment Advisors
California
$1M -$1.15K -9 -0.1%
CG
308
Caprock Group
Idaho
$1M +$17K +133 +2%
PAS
309
Park Avenue Securities
New York
$1M +$995K +7,776 New
BC
310
Burney Company
Virginia
$1M -$24.8K -194 -2%
AAP
311
Arax Advisory Partners
Colorado
$997K +$94.5K +738 +11%
QCG
312
Quadrant Capital Group
Ohio
$995K – – –
WBG
313
Wharton Business Group
Pennsylvania
$987K – – –
CCP
314
Cardan Capital Partners
Colorado
$983K -$1.02K -8 -0.1%
CAM
315
Cresset Asset Management
Illinois
$982K +$43.6K +341 +5%
EK
316
Evensky & Katz
Florida
$945K +$8.45K +66 +0.9%
MFT
317
Moisand Fitzgerald Tamayo
Florida
$939K -$19.6K -153 -2%
BP
318
Ballentine Partners
Massachusetts
$927K -$13.3K -104 -1%
PL
319
Plancorp LLC
Missouri
$923K +$36.2K +283 +4%
RM
320
Resource Management
Louisiana
$922K +$916K +7,159 New
KTM
321
Keeler Thomas Management
Utah
$920K +$914K +7,143 New
H
322
HoyleCohen
California
$913K +$29.8K +233 +3%
DSA
323
Droms Strauss Advisors
Missouri
$906K -$138K -1,075 -13%
SWM
324
SeaCrest Wealth Management
New York
$903K +$54.1K +423 +6%
HT
325
Heritage Trust
Oklahoma
$895K -$38.9K -304 -4%
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13
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