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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
$663K -$45.3K -271 -6%
EW
727
Evoke Wealth
California
$661K -$78.7K -471 -10%
RFC
728
Regions Financial Corp
Alabama
$660K +$19.2K +115 +3%
TC
729
TAP Consulting
Missouri
$659K +$3.85K +23 +0.6%
RWM
730
Raffa Wealth Management
District of Columbia
$655K +$3.51K +21 +0.5%
TRCT
731
Tower Research Capital (TRC)
New York
$646K +$677K +4,052 New
WA
732
Wealth Alliance
New York
$645K +$23.2K +139 +4%
SWRP
733
Summit Wealth & Retirement Planning
California
$645K +$78.2K +468 +13%
CAM
734
Cozad Asset Management
Illinois
$644K +$6.02K +36 +0.9%
TC
735
Trilogy Capital
California
$640K +$334 +2 +0%
APIM
736
Agate Pass Investment Management
Washington
$639K – – –
AIM
737
Anchor Investment Management
South Carolina
$638K +$11K +66 +2%
FFA
738
Fortune Financial Advisors
Kansas
$634K -$1.34K -8 -0.2%
DBRC
739
D.B. Root & Company
Pennsylvania
$632K +$3.34K +20 +0.5%
SWM
740
Soundmark Wealth Management
Washington
$628K -$35.3K -211 -5%
AWP
741
Accretive Wealth Partners
New Jersey
$628K +$669 +4 +0.1%
DWT
742
Dorsey & Whitney Trust
South Dakota
$626K +$334 +2 +0.1%
MP
743
McDonald Partners
Ohio
$621K -$15.4K -92 -2%
JCIA
744
Jackson Creek Investment Advisors
Colorado
$613K +$10.5K +63 +2%
CGL
745
Clarius Group LLC
Washington
$612K – – –
PCA
746
Prosperity Capital Advisors
Ohio
$608K +$186K +1,111 +41%
IA
747
IFG Advisors
Missouri
$607K -$83.9K -502 -12%
LSPW
748
Lake Street Private Wealth
Illinois
$601K +$334 +2 +0.1%
CHC
749
City Holding Co
West Virginia
$596K +$16.2K +97 +3%
GFL
750
Granite FO LLC
New Hampshire
$593K – – –
28 29
30
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