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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
726
Clarity Capital Advisors
Florida
$913K +$828K +5,072 New
MC
727
Matisse Capital
Oregon
$908K – – –
OC
728
Oppenheimer & Co
New York
$907K +$51.9K +318 +7%
WQ
729
Wealth Quarterback
New Jersey
$906K -$5.33M -32,625 -87%
WIC
730
Woodmont Investment Counsel
Tennessee
$903K -$18.8K -115 -2%
CFGSD
731
Compass Financial Group (South Dakota)
South Dakota
$902K +$20.9K +128 +3%
RFS
732
Richardson Financial Services
Massachusetts
$902K +$818K +5,011 New
MF
733
Meridian Financial
Massachusetts
$899K +$8.16K +50 +1%
MA
734
Montag & Associates
Georgia
$891K -$117K -714 -13%
SCA
735
STALEY CAPITAL ADVISERS
Pennsylvania
$888K – – –
HFS
736
Hoge Financial Services
Pennsylvania
$882K +$800K +4,898 New
TCA
737
Transcend Capital Advisors
New Jersey
$881K +$61.1K +374 +8%
GIM
738
Goelzer Investment Management
Indiana
$880K +$52.4K +321 +7%
WA
739
Wealth Alliance
New York
$879K +$137K +839 +21%
HPFG
740
Hart & Patterson Financial Group
Massachusetts
$878K +$797K +4,880 New
ST
741
Smithfield Trust
Pennsylvania
$878K +$26.9K +165 +3%
ACP
742
Aveo Capital Partners
Colorado
$875K +$77.4K +474 +11%
WI
743
WrapManager Inc
California
$874K -$15.7K -96 -2%
WFPG
744
Waller Financial Planning Group
Ohio
$872K +$58.4K +358 +8%
PWA
745
Physician Wealth Advisors
Utah
$868K +$163 +1 +0%
CT
746
Caldwell Trust
Florida
$867K +$31K +190 +4%
BAMG
747
Brand Asset Management Group
Missouri
$864K +$72.3K +443 +10%
PP
748
Pegasus Partners
Wisconsin
$858K – – –
MSFS
749
Main Street Financial Solutions
Pennsylvania
$858K +$16.8K +103 +2%
QCG
750
Quadrant Capital Group
Ohio
$852K +$441K +2,700 +133%
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