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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
676
Clarius Group LLC
Washington
$686K – – –
SIC
677
Sterling Investment Counsel
New York
$671K +$667K +3,752 New
CWA
678
Canvas Wealth Advisors
Kansas
$661K +$52.3K +294 +9%
CTFG
679
Capstone Triton Financial Group
Oklahoma
$661K +$65.6K +369 +11%
HA
680
HYA Advisors
Missouri
$660K -$77.2K -434 -11%
CWM
681
Congress Wealth Management
Massachusetts
$653K +$650K +3,654 New
CWC
682
Carolinas Wealth Consulting
North Carolina
$648K +$3.2K +18 +0.5%
JCM
683
Jag Capital Management
Missouri
$644K +$30.2K +170 +5%
PHS
684
Pekin Hardy Strauss
Illinois
$639K +$36.5K +205 +6%
SOAG
685
Silver Oak Advisory Group
Oregon
$638K +$634K +3,567 New
PCM
686
Pointe Capital Management
Michigan
$637K -$48.9K -275 -7%
SQA
687
Simon Quick Advisors
New Jersey
$631K +$12.1K +68 +2%
CHC
688
City Holding Co
West Virginia
$630K +$120K +675 +23%
BCI
689
Brinker Capital Investments
Pennsylvania
$630K +$348K +1,959 +125%
VCM
690
Versant Capital Management
Arizona
$628K -$20.1K -113 -3%
IGGA
691
Iron Gate Global Advisors
Utah
$627K – – –
GC
692
Grimes & Company
Massachusetts
$627K +$98.3K +553 +19%
PP
693
Pegasus Partners
Wisconsin
$620K – – –
SAM
694
Secure Asset Management
Michigan
$620K +$2.85K +16 +0.5%
MSFS
695
Main Street Financial Solutions
Pennsylvania
$619K -$10.3K -58 -2%
MFA
696
McClarren Financial Advisors
Pennsylvania
$613K +$27.9K +157 +5%
CAM
697
Cidel Asset Management
Ontario, Canada
$610K – – –
AFA
698
Arlington Financial Advisors
California
$608K – – –
KTM
699
Keeler Thomas Management
Utah
$608K +$3.2K +18 +0.5%
WCA
700
Westover Capital Advisors
Delaware
$607K +$227K +1,274 +60%
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