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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
701
Insight Advisors
Pennsylvania
$1.14M – – –
IF
702
Integrity Financial
Wyoming
$1.14M +$77.6K +419 +8%
WBC
703
West Branch Capital
Massachusetts
$1.14M -$411K -2,223 -28%
LFA
704
Level Financial Advisors
New York
$1.13M -$40K -216 -4%
FA
705
Flagstar Advisors
New York
$1.13M -$50.5K -273 -5%
NCTC
706
New Covenant Trust Company
Indiana
$1.12M -$72.4K -391 -6%
UAG
707
United Advisor Group
Ohio
$1.12M +$163K +882 +18%
SWM
708
Schwallier Wealth Management
Michigan
$1.12M +$89.2K +482 +9%
KCM
709
Kathmere Capital Management
Pennsylvania
$1.11M +$2.41K +13 +0.2%
SB
710
Strategic Blueprint
Georgia
$1.11M -$11.7K -63 -1%
MWG
711
Martin Worley Group
Utah
$1.11M -$14.4K -78 -1%
LFAS
712
Level Four Advisory Services
Texas
$1.11M -$47.9K -259 -4%
CPA
713
Clear Point Advisors
New York
$1.1M -$9.63K -52 -0.9%
CCG
714
Chatham Capital Group
Georgia
$1.1M – – –
CFGSD
715
Compass Financial Group (South Dakota)
South Dakota
$1.1M +$31.7K +171 +3%
TCOT
716
Trust Company of Toledo
Ohio
$1.09M +$1.04M +5,593 New
SLT
717
St Louis Trust
Missouri
$1.09M +$155K +837 +18%
BCA
718
Bay Colony Advisors
Massachusetts
$1.08M -$135K -729 -12%
MAFA
719
MJT & Associates Financial Advisory
Minnesota
$1.08M -$10.7K -58 -1%
WS
720
Wedbush Securities
California
$1.08M +$21.8K +118 +2%
TDWM
721
Topel & Distasi Wealth Management
California
$1.07M – – –
MCM
722
MidAtlantic Capital Management
Virginia
$1.07M – – –
GIA
723
GHP Investment Advisors
Colorado
$1.07M -$555 -3 -0.1%
SWM
724
Silverlake Wealth Management
Vermont
$1.06M +$45.2K +244 +5%
CPRC
725
Consolidated Portfolio Review Corp
New York
$1.06M -$36.7K -198 -4%
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