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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
676
Fulton Bank
Pennsylvania
$1.12M -$98.5K -546 -9%
SW
677
SVB Wealth
Massachusetts
$1.11M -$317K -1,759 -23%
DAS
678
Diversify Advisory Services
Utah
$1.11M +$1.06M +5,850 New
CSIA
679
Conrad Siegel Investment Advisors
Pennsylvania
$1.11M -$245K -1,359 -19%
CIC
680
Carnegie Investment Counsel
Ohio
$1.11M +$5.59K +31 +0.5%
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$1.11M +$353K +1,956 +51%
PIA
682
Perennial Investment Advisors
California
$1.1M -$11K -61 -1%
BP
683
Ballentine Partners
Massachusetts
$1.1M – – –
CCG
684
Chatham Capital Group
Georgia
$1.1M – – –
HVP
685
Hudson Value Partners
Florida
$1.09M +$101K +557 +11%
KWMG
686
King Wealth Management Group
Florida
$1.09M +$76.5K +424 +8%
HP
687
Holistic Planning
Texas
$1.09M +$14.3K +79 +1%
LWM
688
LongView Wealth Management
Georgia
$1.09M +$63.2K +350 +7%
GIA
689
GHP Investment Advisors
Colorado
$1.08M +$102K +566 +11%
CCM
690
Carlson Capital Management
Minnesota
$1.08M -$15.9M -88,312 -94%
BFA
691
Beacon Financial Advisory
Ohio
$1.08M -$91.7K -508 -8%
JCM
692
Jacobi Capital Management
Pennsylvania
$1.08M -$41.1K -228 -4%
SW
693
Simplicity Wealth
New Jersey
$1.08M +$1.01M +5,624 New
CCA
694
Clarity Capital Advisors
Florida
$1.07M +$90K +499 +10%
MFT
695
Moisand Fitzgerald Tamayo
Florida
$1.06M -$3.97K -22 -0.4%
HA
696
HFG Advisors
Ohio
$1.06M -$3.73M -20,652 -79%
MWM
697
Meritas Wealth Management
California
$1.06M -$6.5K -36 -0.6%
UAG
698
United Advisor Group
Ohio
$1.06M +$316K +1,752 +47%
IFWM
699
Institute for Wealth Management
Colorado
$1.05M +$3.97K +22 +0.4%
WS
700
Wedbush Securities
California
$1.05M -$463K -2,564 -32%
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