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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
726
Five Oceans Advisors
California
$672K +$662 +4 +0.1%
NFP
727
Narus Financial Partners
Utah
$669K -$31.3K -189 -4%
JSL
728
JT Stratford LLC
Georgia
$663K +$331 +2 +0%
RWM
729
Raffa Wealth Management
District of Columbia
$655K +$3.81K +23 +0.6%
AIM
730
Anchor Investment Management
South Carolina
$653K -$9.6K -58 -1%
SCA
731
Snowden Capital Advisors
New York
$650K +$46.2K +279 +7%
FF
732
Friedenthal Financial
New Jersey
$649K +$166 +1 +0%
AL
733
ACAS LLC
California
$649K +$124K +751 +23%
DI
734
DFPG Investments
Utah
$647K +$404K +2,439 +149%
HGWM
735
Harvest Group Wealth Management
Massachusetts
$645K -$111K -669 -14%
TC
736
Trilogy Capital
California
$644K -$13.9K -84 -2%
MP
737
McDonald Partners
Ohio
$641K -$14.9K -90 -2%
APIM
738
Agate Pass Investment Management
Washington
$638K – – –
AIM
739
AMI Investment Management
Indiana
$635K -$30K -181 -4%
CAM
740
Cozad Asset Management
Illinois
$635K – – –
LA
741
Lane & Associates
New Jersey
$635K -$34.8K -210 -5%
DBRC
742
D.B. Root & Company
Pennsylvania
$632K -$6.79K -41 -1%
DWT
743
Dorsey & Whitney Trust
South Dakota
$631K +$276K +1,665 +72%
MFA
744
McClarren Financial Advisors
Pennsylvania
$631K +$9.93K +60 +2%
RFC
745
Regions Financial Corp
Alabama
$630K -$221K -1,338 -25%
AFG
746
Atomi Financial Group
New York
$626K +$653K +3,946 New
AWP
747
Accretive Wealth Partners
New Jersey
$621K – – –
CGL
748
Clarius Group LLC
Washington
$609K – – –
IA
749
IFG Advisors
Missouri
$604K +$497 +3 +0.1%
CWM
750
Connecticut Wealth Management
Connecticut
$603K -$6.39M -38,631 -91%
28 29
30
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