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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
726
Strategic Financial Concepts
Texas
$1.06M -$3.15K -17 -0.3%
TCM
727
TruNorth Capital Management
Michigan
$1.05M – – –
GC
728
Grange Capital
Oregon
$1.05M -$435K -2,351 -30%
CCM
729
Cambridge Capital Management
Illinois
$1.04M +$183K +989 +23%
RFA
730
Resurgent Financial Advisors
Georgia
$1.04M -$9.63K -52 -1%
TCA
731
Transcend Capital Advisors
New Jersey
$1.04M +$370 +2 +0%
SAG
732
SageView Advisory Group
California
$1.03M -$168K -910 -15%
BGAI
733
Bruce G. Allen Investments
Colorado
$1.03M -$38.3K -207 -4%
AFAS
734
Acorn Financial Advisory Services
Virginia
$1.03M -$320K -1,729 -25%
KWMG
735
King Wealth Management Group
Florida
$1.03M -$23K -124 -2%
PA
736
Prossimo Advisors
California
$1.03M -$1.32M -7,130 -58%
MWM
737
Meritas Wealth Management
California
$1.03M +$185 +1 +0%
TC
738
Trust Company
Kansas
$1.02M +$24.1K +130 +3%
HP
739
Holistic Planning
Texas
$1.02M +$22.4K +121 +2%
MFA
740
McClarren Financial Advisors
Pennsylvania
$1.02M +$68.5K +370 +8%
MFT
741
Moisand Fitzgerald Tamayo
Florida
$1.02M -$3.89K -21 -0.4%
FA
742
Fermata Advisors
California
$1.02M +$111K +597 +13%
IGGA
743
Iron Gate Global Advisors
Utah
$1.02M – – –
RPGK
744
Retirement Planning Group (Kansas)
Kansas
$1.02M +$4.07K +22 +0.4%
HNWAG
745
High Net Worth Advisory Group
Florida
$1.02M +$30.4K +164 +3%
FNBOMD
746
First National Bank of Mount Dora
Florida
$1.01M – – –
VWA
747
Visionary Wealth Advisors
Illinois
$999K +$267K +1,443 +39%
EW
748
Evoke Wealth
California
$999K – – –
D
749
Dentgroup
Louisiana
$997K -$105K -568 -10%
OWA
750
Octavia Wealth Advisors
Ohio
$993K -$81.4K -440 -8%
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30
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