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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
UI
751
Unconventional Investor
New Hampshire
$433K – – –
GC
752
Grimes & Company
Massachusetts
$432K -$15.9K -100 -3%
GWM
753
Grand Wealth Management
Michigan
$430K -$8.58K -54 -2%
LA
754
LexAurum Advisors
Kansas
$429K -$156K -984 -25%
SIM
755
Sadoff Investment Management
Wisconsin
$427K +$9.53K +60 +2%
RA
756
Resolute Advisors
California
$425K +$2.54K +16 +0.5%
GC
757
Gibson Capital
Pennsylvania
$424K – – –
CAM
758
Cidel Asset Management
Ontario, Canada
$423K – – –
PFG
759
PAX Financial Group
Texas
$422K +$149K +939 +47%
CAG
760
Crestwood Advisors Group
Massachusetts
$418K +$238K +1,500 +106%
BWP
761
Baldwin Wealth Partners
Massachusetts
$409K – – –
SMA
762
Sage Mountain Advisors
Georgia
$408K – – –
TAM
763
Townsend Asset Management
North Carolina
$408K +$9.69K +61 +2%
TCWM
764
Total Clarity Wealth Management
Illinois
$407K +$635 +4 +0.1%
BOH
765
Bank of Hawaii
Hawaii
$401K +$15.9K +100 +4%
PK
766
Pflug Koory
Nebraska
$399K – – –
SIC
767
Salem Investment Counselors
North Carolina
$399K +$19.7K +124 +5%
RMA
768
Roffman Miller Associates
Pennsylvania
$398K +$3.65K +23 +0.8%
VWA
769
Visionary Wealth Advisors
Illinois
$397K -$16.4K -103 -4%
EPWM
770
Essex Private Wealth Management
Massachusetts
$397K – – –
SWRP
771
Summit Wealth & Retirement Planning
California
$391K +$150K +947 +53%
GLLW
772
Graves Light Lenhart Wealth
Virginia
$388K +$8.74K +55 +2%
TRCT
773
Tower Research Capital (TRC)
New York
$387K +$393K +2,477 +1,096%
GP
774
Greenline Partners
New York
$381K – – –
RWM
775
Rockwood Wealth Management
Pennsylvania
$380K +$318 +2 +0.1%
29 30
31
32 33