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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOMD
676
First National Bank of Mount Dora
Florida
$855K – – –
BC
677
Bowman & Company
Wisconsin
$855K +$857K +5,381 New
AFA
678
Arlington Financial Advisors
California
$851K +$853K +5,357 New
RFC
679
Regions Financial Corp
Alabama
$843K +$343K +2,155 +68%
BMCM
680
Burns Matteson Capital Management
New York
$841K +$7K +44 +0.8%
PWA
681
Physician Wealth Advisors
Utah
$819K -$34.4K -216 -4%
KCM
682
Kathmere Capital Management
Pennsylvania
$815K -$2.39K -15 -0.3%
MA
683
Montag & Associates
Georgia
$811K – – –
WP
684
WealthSource Partners
California
$799K -$117K -736 -13%
AMM
685
American Money Management
California
$794K -$3.34K -21 -0.4%
SLT
686
St Louis Trust
Missouri
$784K +$282K +1,773 +56%
MF
687
Meridian Financial
Massachusetts
$780K +$50.6K +318 +7%
CFB
688
Cullen/Frost Bankers
Texas
$780K -$64.6K -406 -8%
TMWM
689
Taylor & Morgan Wealth Management
Michigan
$777K -$13.5K -85 -2%
PIA
690
Panoramic Investment Advisors
Colorado
$775K +$777K +4,882 New
PCP
691
Proficio Capital Partners
Massachusetts
$766K – – –
QFA
692
Quantum Financial Advisors
California
$762K -$159 -1 -0%
HWM
693
Hemington Wealth Management
Virginia
$760K -$246K -1,542 -24%
LFG
694
Larson Financial Group
Missouri
$758K +$128K +805 +20%
PP
695
Pegasus Partners
Wisconsin
$757K – – –
TC
696
TAP Consulting
Missouri
$753K +$3.98K +25 +0.5%
CFGSD
697
Compass Financial Group (South Dakota)
South Dakota
$752K +$754K +4,738 New
HGWM
698
Harvest Group Wealth Management
Massachusetts
$751K -$13.2K -83 -2%
SWM
699
Soundmark Wealth Management
Washington
$750K +$6.21K +39 +0.8%
FNBSF
700
First National Bank Sioux Falls
South Dakota
$749K +$19.4K +122 +3%
26 27
28
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