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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
751
Robertson Stephens Wealth Management
California
$488K -$21.2K -119 -4%
FHA
752
Flagship Harbor Advisors
Massachusetts
$479K -$101K -569 -18%
KCM
753
Kathmere Capital Management
Pennsylvania
$479K +$63.3K +356 +15%
GP
754
Greenline Partners
New York
$476K – – –
MCA
755
Magnolia Capital Advisors
Mississippi
$472K – – –
SBIA
756
Sheaff Brock Investment Advisors
Indiana
$470K +$7.65K +43 +2%
SWM
757
Selective Wealth Management
Virginia
$467K +$3.02K +17 +0.7%
MWM
758
Mission Wealth Management
California
$463K +$356 +2 +0.1%
VFA
759
Valeo Financial Advisors
Indiana
$462K +$235K +1,324 +105%
SSCA
760
South Shore Capital Advisors
Massachusetts
$460K +$32K +180 +8%
FFA
761
Founders Financial Alliance
North Carolina
$455K +$178 +1 +0%
WP
762
WealthSource Partners
California
$455K +$17.6K +99 +4%
CAL
763
Capital Analysts LLC
Pennsylvania
$454K +$150K +843 +50%
MW
764
Marcum Wealth
Ohio
$451K -$10.7K -60 -2%
MWM
765
Marietta Wealth Management
Georgia
$447K +$66.3K +373 New
IC
766
Intersect Capital
California
$446K +$72.7K +409 +20%
TFM
767
TFC Financial Management
Massachusetts
$439K -$159K -894 -27%
EFL
768
ERn Financial LLC
Wisconsin
$436K +$356 +2 +0.1%
MFG
769
Magnus Financial Group
New York
$436K +$56.2K +316 +15%
DSA
770
Droms Strauss Advisors
Missouri
$435K -$6.58K -37 -2%
SFPM
771
Sensible Financial Planning & Management
Massachusetts
$434K -$10.5K -59 -2%
VCA
772
Verdence Capital Advisors
Maryland
$433K -$3.02K -17 -0.7%
IA
773
IFG Advisors
Missouri
$433K +$178 +1 +0%
DI
774
DAGCO Inc
Ohio
$431K +$4.98K +28 +1%
SIA
775
Schechter Investment Advisors
Michigan
$430K +$427K +2,403 New
29 30
31
32 33