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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
726
Burns Matteson Capital Management
New York
$964K -$156K -810 -14%
HA
727
HFG Advisors
Ohio
$964K -$31.3K -163 -3%
UF
728
Univest Financial
Pennsylvania
$963K +$922K +4,796 New
RFA
729
Resurgent Financial Advisors
Georgia
$957K +$59.6K +310 +7%
CT
730
Caldwell Trust
Florida
$953K -$9.42K -49 -1%
JCM
731
Jacobi Capital Management
Pennsylvania
$953K -$136K -706 -13%
SLT
732
St Louis Trust
Missouri
$949K – – –
FA
733
Flagstar Advisors
New York
$948K +$47.1K +245 +5%
MWM
734
Mission Wealth Management
California
$942K +$96.3K +501 +12%
WFS
735
Weitzel Financial Services
Iowa
$941K +$34K +177 +4%
OC
736
Oppenheimer & Co
New York
$932K -$166K -865 -16%
BC
737
Bowman & Company
Wisconsin
$931K -$21.9K -114 -2%
GIM
738
Goelzer Investment Management
Indiana
$929K -$48.2K -251 -5%
HFS
739
Hoge Financial Services
Pennsylvania
$917K +$9.61K +50 +1%
FA
740
Financial Alternatives
California
$915K – – –
GGS
741
Galvin Gaustad & Stein
Arizona
$913K -$81.7K -425 -9%
BGA
742
Battery Global Advisors
Massachusetts
$913K – – –
EW
743
Evoke Wealth
California
$913K +$206K +1,070 +31%
HPFG
744
Hart & Patterson Financial Group
Massachusetts
$911K -$100K -520 -10%
DWT
745
Dorsey & Whitney Trust
South Dakota
$909K +$24.4K +127 +3%
HNWAG
746
High Net Worth Advisory Group
Florida
$908K +$276K +1,434 +46%
KWA
747
Kingswood Wealth Advisors
California
$904K +$865K +4,501 New
CSIA
748
Conrad Siegel Investment Advisors
Pennsylvania
$895K -$105K -547 -11%
BWM
749
BKM Wealth Management
Wisconsin
$893K +$59.2K +308 +7%
RCI
750
RS Crum Inc
California
$890K -$26.5K -138 -3%
28 29
30
31 32