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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Mission Wealth Management
California
$690K +$150K +951 +30%
TC
727
Trilogy Capital
California
$688K -$7.24K -46 -1%
SWM
728
Soundmark Wealth Management
Washington
$686K -$50.4K -320 -7%
TC
729
TAP Consulting
Missouri
$680K -$103K -652 -14%
RWM
730
Raffa Wealth Management
District of Columbia
$676K -$6.14K -39 -0.9%
MFA
731
McClarren Financial Advisors
Pennsylvania
$668K -$1.57K -10 -0.2%
RFC
732
Regions Financial Corp
Alabama
$666K +$8.5K +54 +1%
APIM
733
Agate Pass Investment Management
Washington
$662K -$2.68K -17 -0.4%
AIM
734
AMI Investment Management
Indiana
$662K – – –
CAM
735
Cozad Asset Management
Illinois
$662K – – –
MP
736
McDonald Partners
Ohio
$660K -$7.87K -50 -1%
FFA
737
Fortune Financial Advisors
Kansas
$659K +$627K +3,984 New
BOH
738
Bank of Hawaii
Hawaii
$655K +$88.2K +560 +16%
DBRC
739
D.B. Root & Company
Pennsylvania
$652K -$6.14K -39 -1%
AIM
740
Anchor Investment Management
South Carolina
$651K -$28K -178 -4%
AWP
741
Accretive Wealth Partners
New Jersey
$650K +$3.46K +22 +0.6%
CB
742
Cadence Bank
Mississippi
$650K -$217K -1,380 -26%
DWT
743
Dorsey & Whitney Trust
South Dakota
$648K -$8.97K -57 -1%
AIA
744
Arbor Investment Advisors
North Carolina
$647K +$275K +1,748 +81%
WA
745
Wealth Alliance
New York
$646K +$50.4K +320 +9%
SCA
746
Snowden Capital Advisors
New York
$643K -$32.4K -206 -5%
VCM
747
Versant Capital Management
Arizona
$639K +$106K +672 +21%
CGL
748
Clarius Group LLC
Washington
$635K – – –
BFG
749
Bleakley Financial Group
New Jersey
$631K +$9.6K +61 +2%
JCIA
750
Jackson Creek Investment Advisors
Colorado
$625K +$8.66K +55 +1%
28 29
30
31 32