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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
651
McLean Asset Management
Virginia
$757K -$51.9K -292 -7%
ODIJL
652
One Day In July LLC
Vermont
$756K +$68.3K +384 +10%
RFC
653
Regions Financial Corp
Alabama
$756K +$152K +854 +25%
AWP
654
Accretive Wealth Partners
New Jersey
$754K – – –
PFA
655
Pure Financial Advisors
California
$753K +$19.7K +111 +3%
MWA
656
Motive Wealth Advisors
Michigan
$752K -$439K -2,470 -37%
WH
657
Willner & Heller
California
$745K +$782K +4,399 New
NDSI
658
Newman Dignan & Sheerar Inc
Rhode Island
$743K +$29.7K +167 +4%
AWCI
659
Alpine Woods Capital Investors
New York
$736K – – –
GIA
660
Gladstone Institutional Advisory
Florida
$734K +$260K +1,460 +55%
HIGP
661
Hill Investment Group Partners
Missouri
$731K – – –
PPA
662
Parametric Portfolio Associates
Washington
$729K +$97.1K +546 +15%
USCWA
663
U.S. Capital Wealth Advisors
Texas
$720K -$4.09K -23 -0.6%
RWM
664
Raffa Wealth Management
District of Columbia
$720K +$31.8K +179 +5%
LHEI
665
Leo H. Evart Inc
California
$717K +$713K +4,007 New
LFA
666
Landmark Financial Advisors
Kentucky
$715K -$40.9K -230 -5%
FAM
667
Frontier Asset Management
Wyoming
$715K +$711K +3,999 New
CP
668
Camelot Portfolios
Ohio
$706K +$68.8K +387 +11%
APIM
669
Agate Pass Investment Management
Washington
$706K +$702K +3,949 New
DBRC
670
D.B. Root & Company
Pennsylvania
$702K +$4.09K +23 +0.6%
FF
671
Financial Futures
New Jersey
$700K +$696K +3,915 New
SIC
672
SJS Investment Consulting
Ohio
$690K +$686K +3,856 New
CF
673
Centaurus Financial
California
$689K +$1.07K +6 +0.2%
FLA
674
Financial Life Advisors
Texas
$687K -$15.7K -88 -2%
CGL
675
Clarius Group LLC
Washington
$686K – – –
25 26
27
28 29