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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$409K -$45.9K -353 -10%
PMFA
452
Plante Moran Financial Advisors
Michigan
$407K +$125K +959 +44%
APA
453
American Portfolios Advisors
New York
$405K +$11.1K +85 +3%
AIC
454
Archer Investment Corporation
Indiana
$400K +$6.24K +48 +2%
GC
455
Grimes & Company
Massachusetts
$395K -$4.55K -35 -1%
AA
456
Ancora Advisors
Ohio
$394K -$12.2K -94 -3%
WAG
457
Winthrop Advisory Group
Massachusetts
$393K -$78.2K -601 -17%
APG
458
Abacus Planning Group
South Carolina
$393K +$392K +3,012 New
TP
459
Tranquility Partners
Tennessee
$390K +$389K +2,989 New
NF
460
Nikulski Financial
Iowa
$386K -$91K -700 -19%
TL
461
TrueWealth LLC
Georgia
$386K -$3.77K -29 -1%
TFS
462
TrustCore Financial Services
Tennessee
$373K +$201K +1,547 +118%
KWM
463
Kingsview Wealth Management
Oregon
$371K -$616K -4,740 -63%
MWM
464
Mission Wealth Management
California
$370K -$11.2K -86 -3%
BAMG
465
Brand Asset Management Group
Missouri
$368K +$27.7K +213 +8%
NG
466
Northstar Group
New York
$361K -$2.86K -22 -0.8%
WIA
467
World Investment Advisors
California
$361K +$49.4K +380 +16%
RWA
468
Ropes Wealth Advisors
Massachusetts
$358K +$5.46K +42 +2%
NAS
469
Nicolet Advisory Services
Wisconsin
$355K +$130 +1 +0%
SQA
470
Simon Quick Advisors
New Jersey
$354K -$203K -1,562 -37%
PGAM
471
Princeton Global Asset Management
New Jersey
$350K +$55.1K +424 +19%
PIA
472
Pinion Investment Advisors
Kansas
$346K -$42K -323 -11%
IB
473
Intrust Bank
Kansas
$343K -$73.5K -565 -18%
EPA
474
Element Pointe Advisors
Florida
$343K – – –
TC
475
TownSquare Capital
Utah
$338K -$161K -1,239 -32%
17 18
19
20 21