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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
701
Brand Asset Management Group
Missouri
$1.06M -$13.5K -70 -1%
EF
702
Empowered Funds
Pennsylvania
$1.06M – – –
CCM
703
Carlson Capital Management
Minnesota
$1.06M -$769 -4 -0.1%
PCA
704
Prosperity Capital Advisors
Ohio
$1.06M +$111K +575 +12%
KWMG
705
King Wealth Management Group
Florida
$1.05M -$76.7K -399 -7%
KA
706
Klingman & Associates
New York
$1.05M +$384 +2 +0%
IGGA
707
Iron Gate Global Advisors
Utah
$1.04M +$5.58K +29 +0.6%
FNBOMD
708
First National Bank of Mount Dora
Florida
$1.04M – – –
KCM
709
Kathmere Capital Management
Pennsylvania
$1.02M -$3.08K -16 -0.3%
ACP
710
Aveo Capital Partners
Colorado
$1.02M -$1.73K -9 -0.2%
LFG
711
Larson Financial Group
Missouri
$1.02M +$26.7K +139 +3%
HP
712
Holistic Planning
Texas
$1.02M -$104K -541 -10%
CPRC
713
Consolidated Portfolio Review Corp
New York
$1.01M +$11.9K +62 +1%
AWA
714
Arete Wealth Advisors
Illinois
$1M -$49K -255 -5%
IP
715
Intellectus Partners
California
$1M +$235K +1,223 +32%
FDDB
716
Fidelity D&D Bancorp
Pennsylvania
$999K – – –
MA
717
Montag & Associates
Georgia
$996K +$1.15K +6 +0.1%
AFG
718
Atomi Financial Group
New York
$992K -$602K -3,131 -39%
VAG
719
Vannoy Advisory Group
Texas
$992K -$59.4K -309 -6%
WFPG
720
Waller Financial Planning Group
Ohio
$990K – – –
CNBT
721
Canandaigua National Bank & Trust
New York
$988K -$359K -1,866 -27%
WS
722
Wedbush Securities
California
$982K -$65.2K -339 -6%
SWM
723
Silverlake Wealth Management
Vermont
$981K +$59.6K +310 +7%
TCOTS
724
Trust Company of the South
North Carolina
$975K – – –
SFC
725
Strategic Financial Concepts
Texas
$975K -$46.7M -242,952 -98%
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