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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Apriem Advisors
California
$1.2M +$138K +677 +13%
LFA
702
Level Financial Advisors
New York
$1.2M -$12.5K -61 -1%
WMG
703
WESCAP Management Group
California
$1.2M +$1.17M +5,736 New
SVWG
704
Shared Vision Wealth Group
United States
$1.19M +$921K +4,505 +362%
SWM
705
Schwallier Wealth Management
Michigan
$1.19M -$5.32K -26 -0.5%
UAG
706
United Advisor Group
Ohio
$1.18M -$17.8K -87 -2%
WBC
707
West Branch Capital
Massachusetts
$1.18M -$32.9K -161 -3%
CCG
708
Chatham Capital Group
Georgia
$1.17M – – –
RWM
709
Revisor Wealth Management
Ohio
$1.17M -$95.3K -466 -8%
SLT
710
St Louis Trust
Missouri
$1.16M – – –
GIA
711
GHP Investment Advisors
Colorado
$1.16M +$17K +83 +2%
MAFA
712
MJT & Associates Financial Advisory
Minnesota
$1.16M -$3.07K -15 -0.3%
TDWM
713
Topel & Distasi Wealth Management
California
$1.15M – – –
MFA
714
McClarren Financial Advisors
Pennsylvania
$1.15M -$22.5K -110 -2%
SWM
715
Silverlake Wealth Management
Vermont
$1.15M +$9.41K +46 +0.8%
CFGSD
716
Compass Financial Group (South Dakota)
South Dakota
$1.14M -$27.4K -134 -2%
MCM
717
MidAtlantic Capital Management
Virginia
$1.14M – – –
CAC
718
Certified Advisory Corp
Florida
$1.14M +$254K +1,241 +29%
HNWAG
719
High Net Worth Advisory Group
Florida
$1.13M +$43.8K +214 +4%
BWM
720
BKM Wealth Management
Wisconsin
$1.13M +$73.8K +361 +7%
TC
721
Trust Company
Kansas
$1.12M +$27.4K +134 +3%
MSFS
722
Main Street Financial Solutions
Pennsylvania
$1.12M +$72.8K +356 +7%
TCM
723
TruNorth Capital Management
Michigan
$1.12M – – –
BGAI
724
Bruce G. Allen Investments
Colorado
$1.12M +$19.4K +95 +2%
GC
725
Grange Capital
Oregon
$1.12M -$1.64K -8 -0.1%
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