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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Mission Wealth Management
California
$433K +$55.2K +417 +15%
CFG
502
Capstone Financial Group
Oklahoma
$433K +$419K +3,161 New
RFC
503
Regions Financial Corp
Alabama
$432K +$417K +3,151 New
AA
504
Ancora Advisors
Ohio
$430K -$38K -287 -8%
FHC
505
First Heartland Consultants
Missouri
$426K -$147K -1,106 -26%
IDA
506
Intelligence Driven Advisers
California
$425K -$10.5K -79 -2%
SQA
507
Simon Quick Advisors
New Jersey
$425K +$178K +1,346 +77%
CA
508
Clearstead Advisors
Ohio
$422K +$11.1K +84 +3%
TFA
509
TPG Financial Advisors
Oregon
$421K +$12.3K +93 +3%
SWM
510
Selective Wealth Management
Virginia
$419K -$102K -773 -20%
BS
511
Boenning & Scattergood
Pennsylvania
$416K -$34.6K -261 -8%
WCA
512
Windsor Creek Advisors
Vermont
$415K +$3.05K +23 +0.8%
1WA
513
180 Wealth Advisors
Washington
$415K +$98.3K +742 +33%
VWA
514
Visionary Wealth Advisors
Illinois
$415K +$401K +3,026 New
PAIM
515
Punch & Associates Investment Management
Minnesota
$414K +$400K +3,022 New
APG
516
Abacus Planning Group
South Carolina
$413K +$132 +1 +0%
KA
517
Kovack Advisors
Florida
$411K +$48.9K +369 +14%
GC
518
Grimes & Company
Massachusetts
$409K – – –
TL
519
TrueWealth LLC
Georgia
$408K +$132 +1 +0%
PMFA
520
Plante Moran Financial Advisors
Michigan
$407K -$3.18K -24 -0.8%
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$406K +$21.1K +159 +6%
DPI
522
Diversified Portfolios Inc
Michigan
$401K +$83.6K +631 +28%
WCAMG
523
Woodard & Company Asset Management Group
North Carolina
$400K +$1.99K +15 +0.5%
CCA
524
Clearwater Capital Advisors
Illinois
$399K -$256K -1,934 -40%
WAG
525
Winthrop Advisory Group
Massachusetts
$397K -$18.1K -137 -5%
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