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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
526
Advyzon Investment Management
Illinois
$2.87M +$270K +1,160 +11%
MOS
527
MGO One Seven
Ohio
$2.87M -$74K -318 -3%
AWM
528
Arista Wealth Management
Nevada
$2.87M -$698 -3 -0%
SI
529
Stirlingshire Investments
New York
$2.85M -$262K -1,126 -9%
TCOT
530
Trust Company of Toledo
Ohio
$2.84M -$33.7K -145 -1%
MF
531
Midwestern Financial
Iowa
$2.83M -$73.3K -315 -3%
CAWM
532
Capital Advisors Wealth Management
Washington
$2.8M -$94.9K -408 -3%
NRI
533
NFP Retirement Inc
California
$2.79M +$32.1K +138 +1%
BHWM
534
Beaird Harris Wealth Management
Texas
$2.76M -$217K -933 -8%
MS
535
Monetary Solutions
Ohio
$2.74M +$60.9K +262 +2%
RGC
536
Roberts, Glore & Co
Illinois
$2.74M -$198K -851 -7%
TCM
537
Telos Capital Management
California
$2.73M -$114K -489 -4%
R
538
Rebalance
California
$2.73M -$250K -1,076 -9%
CFGA
539
Cambridge Financial Group (Arizona)
Arizona
$2.73M -$297K -1,278 -10%
XPN
540
XY Planning Network
Montana
$2.71M +$2.03M +8,733 +358%
MFG
541
Midwest Financial Group
Kansas
$2.7M +$11.6K +50 +0.5%
OC
542
Optima Capital
Oregon
$2.7M +$188K +810 +8%
NSIM
543
North Star Investment Management
Illinois
$2.69M -$81.2K -349 -3%
SAI
544
Savvy Advisors Inc
New York
$2.69M +$215K +925 +9%
IP
545
Intellectus Partners
California
$2.69M +$27.7K +119 +1%
TFS
546
Thoroughbred Financial Services
Tennessee
$2.67M -$48.4K -208 -2%
KWM
547
Kingsview Wealth Management
Oregon
$2.65M +$283K +1,218 +13%
SJL
548
Shayne & Jacobs LLC
Tennessee
$2.65M -$11.6K -50 -0.5%
VA
549
Vestwell Advisors
New York
$2.64M – – –
MSA
550
Marino Stram & Associates
Massachusetts
$2.63M +$271K +1,167 +12%
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