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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
301
GFS Advisors
Texas
$1.11M +$4.86K +38 +0.4%
GC
302
Gilbert & Cook
Iowa
$1.1M -$7.55K -59 -0.7%
RC
303
Roundview Capital
New Jersey
$1.09M – – –
CBFP
304
Cedar Brook Financial Partners
Ohio
$1.09M -$151K -1,183 -12%
SC
305
SouthState Corp
Florida
$1.07M +$24.8K +194 +2%
AFP
306
Ausdal Financial Partners
Iowa
$1.04M -$768 -6 -0.1%
IWM
307
IHT Wealth Management
Illinois
$1.03M -$8.7K -68 -0.8%
AWA
308
Arete Wealth Advisors
Illinois
$1M -$183K -1,427 -15%
SEIA
309
Signature Estate & Investment Advisors
California
$1M -$1.15K -9 -0.1%
CG
310
Caprock Group
Idaho
$1M +$17K +133 +2%
PAS
311
Park Avenue Securities
New York
$1M +$995K +7,776 New
BC
312
Burney Company
Virginia
$1M -$24.8K -194 -2%
AAP
313
Arax Advisory Partners
Colorado
$997K +$94.5K +738 +11%
QCG
314
Quadrant Capital Group
Ohio
$995K – – –
WBG
315
Wharton Business Group
Pennsylvania
$987K – – –
CCP
316
Cardan Capital Partners
Colorado
$983K -$1.02K -8 -0.1%
CAM
317
Cresset Asset Management
Illinois
$982K +$43.6K +341 +5%
EK
318
Evensky & Katz
Florida
$945K +$8.45K +66 +0.9%
MFT
319
Moisand Fitzgerald Tamayo
Florida
$939K -$19.6K -153 -2%
BP
320
Ballentine Partners
Massachusetts
$927K -$13.3K -104 -1%
PL
321
Plancorp LLC
Missouri
$923K +$36.2K +283 +4%
RM
322
Resource Management
Louisiana
$922K +$916K +7,159 New
KTM
323
Keeler Thomas Management
Utah
$920K +$914K +7,143 New
H
324
HoyleCohen
California
$913K +$29.8K +233 +3%
DSA
325
Droms Strauss Advisors
Missouri
$906K -$138K -1,075 -13%
11 12
13
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