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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
676
Bank of Hawaii
Hawaii
$1.69M -$27.4K -118 -2%
1IA
677
1834 Investment Advisors
Wisconsin
$1.68M +$165K +711 +11%
MSWMA
678
Market Street Wealth Management Advisors
Indiana
$1.68M -$78.4K -337 -5%
CSF
679
Capital Squared Financial
Maryland
$1.66M +$43.3K +186 +3%
EWM
680
Evergreen Wealth Management
Michigan
$1.66M -$4.65K -20 -0.3%
NFG
681
Nations Financial Group
Iowa
$1.65M -$81.6K -351 -5%
FF
682
Friday Financial
Iowa
$1.65M -$465 -2 -0%
OCFG
683
O'Connor Financial Group
Illinois
$1.64M -$331K -1,425 -17%
FCA
684
Fortis Capital Advisors
Kansas
$1.63M -$1.4K -6 -0.1%
AWMM
685
Aegis Wealth Management (Maryland)
Maryland
$1.63M – – –
AA
686
Alesco Advisors
New York
$1.61M +$233 +1 +0%
DB
687
Dravo Bay
Delaware
$1.61M -$72.6K -312 -4%
MFIM
688
Mesirow Financial Investment Management
Illinois
$1.61M +$52.6K +226 +4%
HP
689
Holistic Planning
Texas
$1.61M +$83K +357 +6%
SEP
690
Southland Equity Partners
Missouri
$1.6M -$68.6K -295 -4%
RWM
691
Ritholtz Wealth Management
New York
$1.59M +$456K +1,959 +43%
FGWP
692
Founders Grove Wealth Partners
Virginia
$1.59M +$11.4K +49 +0.8%
DFG
693
Dynamic Financial Group
Iowa
$1.57M -$3.49K -15 -0.2%
CMBA
694
C.M. Bidwell & Associates
Hawaii
$1.56M -$2.33K -10 -0.2%
GAM
695
Gotham Asset Management
New York
$1.56M +$133K +571 +10%
SCM
696
Saxony Capital Management
Missouri
$1.56M +$29.1K +125 +2%
CBA
697
Coastal Bridge Advisors
Connecticut
$1.55M +$106K +457 +8%
RPGNY
698
Retirement Planning Group (New York)
New York
$1.55M +$267K +1,147 +22%
SWM
699
Silverlake Wealth Management
Vermont
$1.53M +$135K +582 +10%
AIA
700
Arbor Investment Advisors
North Carolina
$1.53M +$3.72K +16 +0.3%
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