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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
726
BSW Wealth Partners
Colorado
$959K +$162K +900 +22%
FDDB
727
Fidelity D&D Bancorp
Pennsylvania
$955K -$63.2K -350 -7%
BC
728
Bowman & Company
Wisconsin
$954K -$70K -388 -7%
MA
729
Montag & Associates
Georgia
$951K +$541 +3 +0.1%
WIC
730
Woodmont Investment Counsel
Tennessee
$945K -$17.1K -95 -2%
ACP
731
Aveo Capital Partners
Colorado
$944K +$47.3K +262 +5%
DWT
732
Dorsey & Whitney Trust
South Dakota
$943K +$108K +601 +14%
SIA
733
Schechter Investment Advisors
Michigan
$943K -$54.3K -301 -6%
GIM
734
Goelzer Investment Management
Indiana
$938K – – –
SWA
735
Stratos Wealth Advisors
Ohio
$937K +$156K +865 +22%
BOH
736
Bank of Hawaii
Hawaii
$932K -$112K -620 -11%
TCOTS
737
Trust Company of the South
North Carolina
$932K +$370K +2,048 +73%
WI
738
WrapManager Inc
California
$930K -$2.17K -12 -0.2%
HFS
739
Hoge Financial Services
Pennsylvania
$926K -$12.8K -71 -1%
HPFG
740
Hart & Patterson Financial Group
Massachusetts
$926K -$9.74K -54 -1%
MWM
741
Mission Wealth Management
California
$925K +$128K +711 +17%
WFPG
742
Waller Financial Planning Group
Ohio
$925K -$5.23K -29 -0.6%
CT
743
Caldwell Trust
Florida
$924K – – –
WQ
744
Wealth Quarterback
New Jersey
$912K -$50.7K -281 -6%
QCG
745
Quadrant Capital Group
Ohio
$909K – – –
GSWM
746
Greenup Street Wealth Management
Michigan
$903K -$462K -2,559 -35%
CPRC
747
Consolidated Portfolio Review Corp
New York
$889K -$14.8K -82 -2%
HWM
748
Hemington Wealth Management
Virginia
$888K – – –
EW
749
Evoke Wealth
California
$886K +$833K +4,616 New
SLT
750
St Louis Trust
Missouri
$881K – – –
28 29
30
31 32