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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
476
Arlington Financial Advisors
California
$364K +$341K +3,400 New
GC
477
Gibson Capital
Pennsylvania
$361K -$301K -3,000 -47%
SWM
478
Selective Wealth Management
Virginia
$361K +$30.8K +307 +10%
ODIJL
479
One Day In July LLC
Vermont
$359K – – –
MW
480
Marcum Wealth
Ohio
$354K +$332K +3,313 New
WFA
481
Wellspring Financial Advisors
Ohio
$352K -$38.6K -385 -10%
KM
482
Kalos Management
Georgia
$351K +$502 +5 +0.2%
WP
483
WMS Partners
Maryland
$347K -$64.4K -642 -16%
AIC
484
Ameritas Investment Company
Nebraska
$342K -$5.62K -56 -2%
ECG
485
Edge Capital Group
Georgia
$341K -$90.1K -898 -22%
NF
486
Nikulski Financial
Iowa
$338K -$17.6K -175 -5%
C
487
Certuity
Florida
$336K +$315K +3,143 New
CF
488
Centaurus Financial
California
$335K -$87.2K -869 -22%
GRP
489
Global Retirement Partners
California
$332K +$26.5K +264 +9%
CFGS
490
Concourse Financial Group Securities
Alabama
$323K -$63.1K -629 -17%
CFO
491
CVA Family Office
Colorado
$323K +$230K +2,289 +314%
KA
492
Kovack Advisors
Florida
$322K -$6.02K -60 -2%
CWC
493
Carolinas Wealth Consulting
North Carolina
$319K +$17K +169 +6%
BCM
494
Brookstone Capital Management
Illinois
$318K +$9.23K +92 +3%
LA
495
LexAurum Advisors
Kansas
$318K +$60.2K +600 +25%
CB
496
Community Bank
New York
$315K – – –
GC
497
Grimes & Company
Massachusetts
$315K – – –
IFG
498
Independent Financial Group
California
$314K +$24.4K +243 +9%
ACM
499
Anfield Capital Management
California
$314K -$50.6K -504 -15%
SCM
500
Southport Capital Management
Tennessee
$314K -$9.03K -90 -3%
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