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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
726
Freestone Capital Holdings
Washington
$1.11M +$462K +2,261 +74%
RPGK
727
Retirement Planning Group (Kansas)
Kansas
$1.11M +$20.7K +101 +2%
CCM
728
Cambridge Capital Management
Illinois
$1.11M -$8.38K -41 -0.8%
BCA
729
Bay Colony Advisors
Massachusetts
$1.1M -$55.6K -272 -5%
WAM
730
Worth Asset Management
Texas
$1.1M +$1.08M +5,288 New
SAI
731
Savvy Advisors Inc
New York
$1.1M +$235K +1,148 +28%
KWMG
732
King Wealth Management Group
Florida
$1.1M -$1.84K -9 -0.2%
AFAS
733
Acorn Financial Advisory Services
Virginia
$1.1M -$1.84K -9 -0.2%
MWM
734
Meritas Wealth Management
California
$1.1M +$204 +1 +0%
MFT
735
Moisand Fitzgerald Tamayo
Florida
$1.09M +$613 +3 +0.1%
RFA
736
Resurgent Financial Advisors
Georgia
$1.09M -$25.8K -126 -2%
IGGA
737
Iron Gate Global Advisors
Utah
$1.08M – – –
FNBOMD
738
First National Bank of Mount Dora
Florida
$1.08M – – –
SC
739
Shuttleworth & Co
Ohio
$1.07M +$1.05M +5,144 New
HP
740
Holistic Planning
Texas
$1.07M -$25.8K -126 -2%
EW
741
Evoke Wealth
California
$1.07M – – –
D
742
Dentgroup
Louisiana
$1.07M -$613 -3 -0.1%
TCA
743
Transcend Capital Advisors
New Jersey
$1.07M -$45.2K -221 -4%
OWA
744
Octavia Wealth Advisors
Ohio
$1.06M -$204 -1 -0%
HCA
745
Harpswell Capital Advisors
Maine
$1.06M +$1.04M +5,086 New
VWA
746
Visionary Wealth Advisors
Illinois
$1.06M -$11.4K -56 -1%
NCTC
747
New Covenant Trust Company
Indiana
$1.05M -$147K -721 -13%
FA
748
Fermata Advisors
California
$1.04M -$45.2K -221 -4%
TCOT
749
Trust Company of Toledo
Ohio
$1.04M -$122K -598 -11%
PPH
750
Pure Portfolios Holdings
Oregon
$1.04M -$5.93K -29 -0.6%
28 29
30
31 32