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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
501
Holland Advisory Services
Florida
$1.2M -$1.32M -8,335 -50%
GPA
502
Guidance Point Advisors
Massachusetts
$1.2M +$6.99K +44 +0.5%
MA
503
MONECO Advisors
Connecticut
$1.19M -$15.9K -100 -1%
RTS
504
Round Table Services
New Jersey
$1.19M +$987K +6,215 +298%
BFA
505
Beacon Financial Advisory
Ohio
$1.19M -$301K -1,892 -19%
RHBC
506
R.H. Bluestein & Co
Michigan
$1.19M +$218K +1,375 +20%
USCWA
507
U.S. Capital Wealth Advisors
Texas
$1.17M -$4.45K -28 -0.3%
NDSI
508
Newman Dignan & Sheerar Inc
Rhode Island
$1.16M -$54.5K -343 -4%
GVAG
509
Great Valley Advisor Group
Delaware
$1.16M +$7.78K +49 +0.6%
CPA
510
Capital Performance Advisors
California
$1.15M +$20.6K +130 +2%
TCM
511
Telos Capital Management
California
$1.15M +$14.8K +93 +1%
DI
512
Disciplined Investments
Oklahoma
$1.15M -$90.4K -569 -7%
BFS
513
Bickling Financial Services
Massachusetts
$1.13M -$20.6K -130 -2%
CWMGP
514
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.13M -$63.5K -400 -5%
SHFA
515
SC&H Financial Advisors
Maryland
$1.12M -$130K -820 -9%
TFF
516
The Family Firm
Maryland
$1.12M -$101K -635 -8%
NFG
517
Nations Financial Group
Iowa
$1.12M +$23.4K +147 +2%
AWM
518
Atticus Wealth Management
Florida
$1.12M – – –
PFA
519
Pure Financial Advisors
California
$1.12M +$602K +3,788 +94%
DAS
520
Dynamic Advisor Solutions
Arizona
$1.12M +$159K +1,000 +15%
RA
521
Riversedge Advisors
Delaware
$1.12M +$240K +1,508 +24%
OCM
522
One Capital Management
California
$1.11M -$675K -4,251 -35%
KTM
523
Keeler Thomas Management
Utah
$1.1M +$608K +3,828 +210%
IFG
524
Independent Financial Group
California
$1.09M +$19.7K +124 +2%
RRC
525
Relaxing Retirement Coach
Massachusetts
$1.09M -$35.3K -222 -3%
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