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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
651
Clarity Capital Advisors
Florida
$1.91M +$9.3K +40 +0.5%
DE
652
Diversified Enterprises
Delaware
$1.91M -$72.3K -311 -4%
RA
653
Riversedge Advisors
Delaware
$1.9M -$201K -865 -10%
KA
654
Klingman & Associates
New York
$1.9M -$1.4K -6 -0.1%
MSWM
655
McGlone Suttner Wealth Management
Wisconsin
$1.9M +$233 +1 +0%
CCM
656
Coldstream Capital Management
Washington
$1.9M -$377K -1,622 -17%
VW
657
Vance Wealth
California
$1.9M -$127K -545 -7%
MFF
658
Michels Family Financial
Texas
$1.9M +$67.9K +292 +4%
FCI
659
Financial Counselors Inc
Kansas
$1.88M -$56.8K -244 -3%
IWC
660
Infinity Wealth Counsel
Ohio
$1.87M +$41.9K +180 +2%
CPCM
661
Cardinal Point Capital Management
Ontario, Canada
$1.85M +$27.2K +117 +2%
MGWA
662
Monument Group Wealth Advisors
Massachusetts
$1.83M +$7.32M +31,488 +409%
BF
663
BOK Financial
Oklahoma
$1.82M +$1.16K +5 +0.1%
BWM
664
BigSur Wealth Management
Florida
$1.81M – – –
IAS
665
IMA Advisory Services
Colorado
$1.81M +$1.73M +7,453 New
HR
666
Hardy Reed
Mississippi
$1.81M – – –
SW
667
SlateStone Wealth
Florida
$1.8M -$185K -794 -10%
FFN
668
Focus Financial Network
Minnesota
$1.8M -$101K -433 -6%
FHC
669
Forest Hill Capital
Arkansas
$1.8M +$116K +500 +7%
BEAM
670
Baker Ellis Asset Management
Washington
$1.8M -$4.65K -20 -0.3%
TCOV
671
Trust Company of Vermont
Vermont
$1.8M +$1.72M +7,388 New
AW
672
Alteri Wealth
California
$1.8M -$45.8K -197 -3%
TPWA
673
TRUE Private Wealth Advisors
Oregon
$1.76M +$228K +981 +16%
FFL
674
Financial Freedom LLC
Ohio
$1.75M -$947K -4,069 -36%
GFG
675
Genesis Financial Group
New Jersey
$1.74M +$52.6K +226 +3%
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