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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
726
Integrity Financial
Wyoming
$1M +$132K +668 +14%
TCM
727
TruNorth Capital Management
Michigan
$1M – – –
CFS
728
Coordinated Financial Services
Colorado
$1,000K +$40.3K +204 +4%
MFA
729
McClarren Financial Advisors
Pennsylvania
$993K +$964K +4,879 New
TCA
730
Transcend Capital Advisors
New Jersey
$992K -$27.7K -140 -3%
AWA
731
Arete Wealth Advisors
Illinois
$983K -$153K -776 -13%
MFT
732
Moisand Fitzgerald Tamayo
Florida
$980K -$13.8K -70 -1%
MWM
733
Meritas Wealth Management
California
$980K -$43.7K -221 -4%
SWM
734
Schwallier Wealth Management
Michigan
$976K -$120K -609 -10%
BFA
735
Beacon Financial Advisory
Ohio
$974K -$44.8K -227 -4%
RPGK
736
Retirement Planning Group (Kansas)
Kansas
$969K -$67.6K -342 -6%
IGGA
737
Iron Gate Global Advisors
Utah
$969K – – –
SWM
738
Silverlake Wealth Management
Vermont
$968K +$83.4K +422 +9%
FNBOMD
739
First National Bank of Mount Dora
Florida
$968K – – –
VWA
740
VSM Wealth Advisory
Maryland
$967K -$30.6K -155 -3%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$963K +$15.2K +77 +2%
EF
742
Empowered Funds
Pennsylvania
$958K -$27.5K -139 -3%
HP
743
Holistic Planning
Texas
$955K -$198 -1 -0%
TC
744
Trust Company
Kansas
$955K +$38.7K +196 +4%
FDDB
745
Fidelity D&D Bancorp
Pennsylvania
$950K – – –
EW
746
Evoke Wealth
California
$950K +$64K +324 +7%
DWS
747
Discipline Wealth Solutions
South Carolina
$949K -$182K -920 -15%
BIM
748
Baldwin Investment Management
Pennsylvania
$948K -$26.1K -132 -3%
MSFS
749
Main Street Financial Solutions
Pennsylvania
$943K -$82.8K -419 -8%
HNWAG
750
High Net Worth Advisory Group
Florida
$941K +$3.75K +19 +0.4%
28 29
30
31 32