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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
351
Kathleen S. Wright Associates
Pennsylvania
$4.09M -$140K -756 -3%
TC
352
TownSquare Capital
Utah
$4.08M +$1M +5,440 +32%
AOWM
353
Alpha Omega Wealth Management
Virginia
$4.06M +$91.3K +494 +2%
BIA
354
Barry Investment Advisors
Massachusetts
$4.06M +$481K +2,606 +13%
CB
355
Commerce Bank
Missouri
$4.02M -$60K -325 -1%
FA
356
FDx Advisors
Illinois
$4.01M -$707K -3,828 -15%
FM
357
Foster & Motley
Ohio
$3.96M -$360K -1,948 -8%
BAM
358
Beaumont Asset Management
Texas
$3.85M +$29.2K +158 +0.8%
UB
359
UMB Bank
Missouri
$3.81M -$29.4K -159 -0.8%
APP
360
Avantax Planning Partners
Iowa
$3.77M -$508K -2,750 -12%
AAS
361
Ameritas Advisory Services
Nebraska
$3.77M +$292K +1,582 +8%
RLWM
362
RF&L Wealth Management
Massachusetts
$3.76M +$16.6K +90 +0.4%
RFC
363
Regions Financial Corp
Alabama
$3.74M -$172K -930 -4%
MWA
364
Martel Wealth Advisors
Washington
$3.73M +$3.51K +19 +0.1%
SFO
365
Stokes Family Office
Louisiana
$3.71M -$7.39K -40 -0.2%
PA
366
PFG Advisors
Arizona
$3.71M -$50.1K -271 -1%
VFA
367
Valeo Financial Advisors
Indiana
$3.64M -$106K -573 -2%
CFSG
368
Community Financial Services Group
Vermont
$3.59M -$646K -3,496 -15%
EGA
369
E&G Advisors
Texas
$3.59M -$24.6K -133 -0.7%
IFA
370
Index Fund Advisors
California
$3.58M -$15.1K -82 -0.4%
IWS
371
Integrity Wealth Solutions
Colorado
$3.55M -$25.3K -137 -0.7%
PFG
372
Pinnacle Financial Group
Illinois
$3.54M +$85K +460 +2%
EWM
373
Evergreen Wealth Management
Michigan
$3.52M – – –
KDA
374
Kraft Davis & Associates
Missouri
$3.49M +$111K +603 +4%
NFC
375
Northeast Financial Consultants
Connecticut
$3.46M -$254K -1,376 -7%
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