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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
501
FCG Advisors
New Jersey
$222K +$19.9K +157 +9%
CCP
502
Cardan Capital Partners
Colorado
$221K – – –
FCAG
503
First Capital Advisors Group
New Jersey
$220K +$16.6K +131 +7%
PWM
504
Perigon Wealth Management
California
$218K +$220K +1,736 New
WI
505
Wintrust Investments
Illinois
$217K +$2.53K +20 +1%
CAM
506
Cubic Asset Management
Massachusetts
$216K +$240K +1,895 New
CI
507
Chartist Inc
California
$214K -$410K -3,239 -63%
EWA
508
EP Wealth Advisors
California
$214K -$67.7K -535 -22%
PGAM
509
Princeton Global Asset Management
New Jersey
$213K +$236K +1,864 New
FWM
510
Frontier Wealth Management
Missouri
$212K +$18.1K +143 +8%
TA
511
TFG Advisers
Michigan
$212K +$235K +1,861 New
CCA
512
Checchi Capital Advisers
California
$211K -$745K -5,888 -76%
TFCP
513
Twin Focus Capital Partners
Massachusetts
$211K -$243K -1,918 -51%
BO
514
BRR OpCo
Ohio
$207K +$230K +1,818 New
DE
515
Day & Ennis
Georgia
$204K +$226K +1,789 New
RFO
516
RiverGlades Family Offices
Florida
$204K +$226K +1,789 New
WA
517
Wambolt & Associates
Colorado
$203K +$226K +1,784 New
AIM
518
Advantage Investment Management
Iowa
$202K -$79.8K -631 -26%
CC
519
Cassaday & Co
Virginia
$199K -$20.5K -162 -9%
FCA
520
FinTrust Capital Advisors
South Carolina
$198K +$220K +1,735 New
RFC
521
Regions Financial Corp
Alabama
$195K – – –
BAM
522
Belpointe Asset Management
Nevada
$188K -$55.9K -442 -21%
MAM
523
Meeder Asset Management
Ohio
$180K +$199K +1,574 New
GRP
524
Global Retirement Partners
California
$179K -$10K -79 -5%
PMFA
525
Plante Moran Financial Advisors
Michigan
$179K +$55K +435 +38%
19 20
21
22 23