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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
426
180 Wealth Advisors
Washington
$375K +$175K +1,445 +48%
AC
427
Alexandria Capital
Virginia
$374K +$2.31K +19 +0.5%
VCP
428
Vista Capital Partners
Oregon
$371K +$250K +2,064 +97%
PFS
429
Prospera Financial Services
Texas
$367K -$29.5K -243 -6%
AWCI
430
Alpine Woods Capital Investors
New York
$365K +$499K +4,113 New
AIM
431
AMI Investment Management
Indiana
$364K -$580K -4,782 -54%
AMCA
432
Arthur M. Cohen & Associates
Illinois
$363K -$92.4K -762 -15%
ECG
433
Edge Capital Group
Georgia
$363K +$82.7K +682 +20%
WKWM
434
Walter & Keenan Wealth Management
Indiana
$363K +$529K +4,362 New
FT
435
Fiduciary Trust
Massachusetts
$361K -$75.1K -619 -13%
TFS
436
Thoroughbred Financial Services
Tennessee
$360K +$259K +2,134 +111%
WQ
437
Wealth Quarterback
New Jersey
$356K -$43.8M -361,414 -99%
CF
438
Centaurus Financial
California
$355K +$728 +6 +0.2%
HA
439
Harborview Advisors
Maine
$351K +$296K +2,443 +162%
SFA
440
Sequoia Financial Advisors
Ohio
$349K +$65K +536 +16%
WP
441
WMS Partners
Maryland
$346K -$5.7K -47 -1%
HA
442
Hamel Associates
New Jersey
$345K -$1.97M -16,230 -81%
AOWM
443
Alpha Omega Wealth Management
Virginia
$342K +$34K +280 +8%
CIC
444
Cutler Investment Counsel
Oregon
$333K -$23.8K -196 -5%
BAM
445
Belpointe Asset Management
Nevada
$332K -$59.7K -492 -12%
DAS
446
Dynamic Advisor Solutions
Arizona
$332K +$13K +107 +3%
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$331K -$71.3K -588 -14%
SCA
448
STALEY CAPITAL ADVISERS
Pennsylvania
$330K +$55.8K +460 +14%
WFA
449
Wellspring Financial Advisors
Ohio
$326K +$446K +3,677 New
CFGS
450
Concourse Financial Group Securities
Alabama
$324K -$21.8K -180 -5%
16 17
18
19 20