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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
376
Dowling & Yahnke
California
$2.51M -$242K -1,358 -9%
CF
377
Corrigan Financial
Rhode Island
$2.51M -$7.47K -42 -0.3%
SIM
378
Studio Investment Management
Illinois
$2.5M +$2.27M +12,777 +1,074%
SMA
379
Sage Mountain Advisors
Georgia
$2.49M +$1.97M +11,070 +389%
OIA
380
OneDigital Investment Advisors
Kansas
$2.45M +$251K +1,411 +11%
CA
381
Continuum Advisory
Idaho
$2.44M +$65.6K +369 +3%
CCA
382
Column Capital Advisors
Indiana
$2.44M +$13.9K +78 +0.6%
WSTAM
383
Wilbanks Smith & Thomas Asset Management
Virginia
$2.43M +$8K +45 +0.3%
HWA
384
Heartwood Wealth Advisors
Virginia
$2.43M +$113K +635 +5%
TFS
385
TrustCore Financial Services
Tennessee
$2.42M +$1.15M +6,490 +92%
SFP
386
Sterling Financial Planning
New Jersey
$2.4M +$119K +667 +5%
HGERS
387
Householder Group Estate & Retirement Specialist
Arizona
$2.39M +$2.38M +13,378 New
CANC
388
Culbertson A N & Co
Virginia
$2.39M -$55.1K -310 -2%
ATC
389
Argent Trust Co
Tennessee
$2.39M -$162K -911 -6%
AFP
390
Ausdal Financial Partners
Iowa
$2.38M +$158K +886 +7%
TI
391
Truepoint Inc
Ohio
$2.38M +$4.8K +27 +0.2%
PIMG
392
Patriot Investment Management Group
Tennessee
$2.38M +$35.7K +201 +2%
WIP
393
WealthCare Investment Partners
Rhode Island
$2.34M +$2.33M +13,089 New
LWM
394
Lionsbridge Wealth Management
Florida
$2.34M -$30.2K -170 -1%
PCA
395
Personal Capital Advisors
California
$2.34M +$267K +1,504 +13%
TFP
396
Triune Financial Partners
Kansas
$2.34M +$2.33M +13,075 New
BDWCC
397
B&D White Capital Company
Texas
$2.33M – – –
BDF
398
Black Diamond Financial
Maryland
$2.3M +$878K +4,936 +62%
PWM
399
PBMares Wealth Management
Virginia
$2.29M +$1.25K +7 +0.1%
ANTB
400
AMG National Trust Bank
Colorado
$2.29M -$80K -450 -3%
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