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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
751
Glenview Trust
Kentucky
$483K -$6.4K -39 -1%
BC
752
Bowman & Company
Wisconsin
$483K +$53.3K +325 +11%
VCM
753
Versant Capital Management
Arizona
$481K -$34.3K -209 -6%
MPM
754
Meritage Portfolio Management
Kansas
$481K -$17.1K -104 -3%
MIM
755
Marco Investment Management
Georgia
$480K -$865K -5,275 -62%
SWM
756
Southern Wealth Management
Texas
$479K +$2.13K +13 +0.4%
KPWS
757
Kestra Private Wealth Services
Texas
$475K -$25.9K -158 -5%
AHC
758
Anderson Hoagland & Co
Missouri
$474K – – –
WP
759
WMS Partners
Maryland
$473K – – –
GC
760
Grimes & Company
Massachusetts
$467K -$656 -4 -0.1%
WA
761
Wealthstream Advisors
New York
$466K +$820 +5 +0.2%
FHA
762
Flagship Harbor Advisors
Massachusetts
$465K +$118K +719 +30%
WA
763
Wealth Alliance
New York
$464K +$12.8K +78 +3%
SFPM
764
Sensible Financial Planning & Management
Massachusetts
$462K +$108K +660 +27%
GWM
765
Grand Wealth Management
Michigan
$457K – – –
AWA
766
Arkadios Wealth Advisors
Georgia
$455K -$9.18K -56 -2%
DWM
767
Dopkins Wealth Management
New York
$454K +$2.13K +13 +0.4%
UI
768
Unconventional Investor
New Hampshire
$453K – – –
RWI
769
Red Wave Investments
Pennsylvania
$453K +$328 +2 +0.1%
VCM
770
Vivaldi Capital Management
Illinois
$445K -$47.7K -291 -9%
CAM
771
Cidel Asset Management
Ontario, Canada
$442K -$17.2K -105 -3%
RA
772
Resolute Advisors
California
$441K +$2.3K +14 +0.5%
RA
773
RFG Advisory
Alabama
$441K +$102K +622 +30%
GC
774
Gibson Capital
Pennsylvania
$440K – – –
SWM
775
Silverlake Wealth Management
Vermont
$438K +$134K +816 +39%
29 30
31
32 33