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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
651
Liberty Wealth Management
California
$925K +$964K +5,824 New
PCIA
652
Prime Capital Investment Advisors
Kansas
$922K -$310K -1,875 -24%
RCI
653
RS Crum Inc
California
$919K -$109K -659 -10%
RA
654
RFG Advisory
Alabama
$917K +$312K +1,885 +48%
TFS
655
Thoroughbred Financial Services
Tennessee
$915K +$35.6K +215 +4%
SIA
656
Schechter Investment Advisors
Michigan
$914K +$166 +1 +0%
PAIM
657
Punch & Associates Investment Management
Minnesota
$912K -$1.07M -6,446 -53%
CCG
658
Chatham Capital Group
Georgia
$907K – – –
HCM
659
Hall Capital Management
Rhode Island
$907K +$946K +5,714 New
AIM
660
Alhambra Investment Management
Florida
$906K +$327K +1,976 +53%
CWM
661
Collaborative Wealth Management
Florida
$903K -$17.1K -103 -2%
ATWA
662
Arbor Trust Wealth Advisors
Michigan
$903K -$2.48K -15 -0.3%
VW
663
Vance Wealth
California
$901K +$327K +1,975 +53%
IGGA
664
Iron Gate Global Advisors
Utah
$898K – – –
MWM
665
Meritas Wealth Management
California
$887K -$5.46K -33 -0.6%
TFGT
666
TS Financial Group (TSFG)
Illinois
$884K -$48K -290 -5%
BMCM
667
Burns Matteson Capital Management
New York
$877K +$37.7K +228 +4%
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
$875K +$178K +1,077 +24%
FNBSF
669
First National Bank Sioux Falls
South Dakota
$869K +$126K +762 +16%
OC
670
Oppenheimer & Co
New York
$863K +$5.46K +33 +0.6%
GGS
671
Galvin Gaustad & Stein
Arizona
$860K – – –
FNBOMD
672
First National Bank of Mount Dora
Florida
$855K – – –
WIC
673
Woodmont Investment Counsel
Tennessee
$849K -$52.1K -315 -6%
BC
674
Bowman & Company
Wisconsin
$843K -$12.3K -74 -1%
CB
675
Cadence Bank
Mississippi
$843K -$140K -846 -14%
25 26
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