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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
626
Harvest Group Wealth Management
Massachusetts
$817K +$824K +5,023 New
VFA
627
Valeo Financial Advisors
Indiana
$811K +$247K +1,504 +14%
NFP
628
Narus Financial Partners
Utah
$809K +$195K +1,190 +28%
OC
629
Oppenheimer & Co
New York
$805K -$155K -945 -15%
GGS
630
Galvin Gaustad & Stein
Arizona
$803K -$19.7K -120 -2%
QFA
631
Quantum Financial Advisors
California
$803K +$787K +4,800 New
ATWA
632
Arbor Trust Wealth Advisors
Michigan
$800K -$1.64K -10 -0.2%
KCM
633
Kathmere Capital Management
Pennsylvania
$799K +$367K +2,237 +72%
FNBOMD
634
First National Bank of Mount Dora
Florida
$787K – – –
HI
635
Harper Investing
California
$786K -$141K -860 -14%
SCA
636
STALEY CAPITAL ADVISERS
Pennsylvania
$783K – – –
PBF
637
Petix & Botte Financial
California
$782K -$896K -5,466 -51%
BMCM
638
Burns Matteson Capital Management
New York
$781K -$73K -445 -8%
BO
639
BRR OpCo
Ohio
$781K +$7.71K +47 +0.9%
CAG
640
Curtis Advisory Group
California
$776K -$81.7K -498 -9%
MA
641
Mutual Advisors
Nebraska
$775K -$2.09M -12,725 -71%
MP
642
McDonald Partners
Ohio
$774K +$324K +1,975 +62%
WIC
643
Woodmont Investment Counsel
Tennessee
$767K +$1.8K +11 +0.2%
FLI
644
Family Legacy Inc
South Carolina
$753K -$34.4K -210 -4%
TC
645
TAP Consulting
Missouri
$752K -$304K -1,852 -27%
AMM
646
American Money Management
California
$749K +$2.13K +13 +0.3%
HIGP
647
Hill Investment Group Partners
Missouri
$744K +$99.7K +608 +14%
TNA
648
True North Advisors
Texas
$743K +$524K +3,196 +181%
GJIC
649
Gamble Jones Investment Counsel
California
$740K – – –
SLT
650
St Louis Trust
Missouri
$740K – – –
24 25
26
27 28