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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
376
Trust Point Inc
Wisconsin
$3.79M -$1.88M -10,138 -34%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$3.79M -$1.94M -10,472 -35%
CPA
378
Cathy Pareto & Associates
Florida
$3.79M -$282K -1,523 -7%
DPI
379
Diversified Portfolios Inc
Michigan
$3.77M +$1.06M +5,715 +42%
MBI
380
May Barnhard Investments
Maryland
$3.74M +$31.3K +169 +0.9%
JIR
381
James Investment Research
Ohio
$3.73M -$635K -3,431 -15%
ACA
382
Atlas Capital Advisors
Wyoming
$3.72M -$3.75M -20,285 -52%
BWA
383
BlueSky Wealth Advisors
North Carolina
$3.71M +$739K +3,990 +27%
IFWM
384
Institute for Wealth Management
Colorado
$3.7M +$2.38M +12,872 +211%
CW
385
CreativeOne Wealth
Kansas
$3.69M -$155K -836 -4%
SC
386
Scotia Capital
Ontario, Canada
$3.68M -$61.3K -331 -2%
LAM
387
LOM Asset Management
$3.67M +$3.49M +18,840 New
WPC
388
Wedmont Private Capital
Pennsylvania
$3.66M -$20.5K -111 -0.6%
TWM
389
TriaGen Wealth Management
California
$3.65M -$36.3K -196 -1%
RWM
390
Rialto Wealth Management
New York
$3.63M -$121K -651 -3%
AG
391
Ascent Group
Virginia
$3.59M -$26.7K -144 -0.8%
AWA
392
Arkadios Wealth Advisors
Georgia
$3.55M +$184K +996 +6%
PAI
393
Pittenger & Anderson Inc
Nebraska
$3.52M – – –
CWM
394
Cranbrook Wealth Management
Michigan
$3.52M +$25.5K +138 +0.8%
TAM
395
Tocqueville Asset Management
New York
$3.51M +$146K +791 +5%
HNB
396
Hilltop National Bank
Wyoming
$3.5M +$3.32M +17,947 New
RIA
397
Regal Investment Advisors
Michigan
$3.5M +$268K +1,450 +9%
APP
398
Avantax Planning Partners
Iowa
$3.48M -$20.5K -111 -0.6%
CAMG
399
CWA Asset Management Group
Florida
$3.47M -$555 -3 -0%
CA
400
CWC Advisors
Oregon
$3.46M +$51.1K +276 +2%
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