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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
751
Baldwin Investment Management
Pennsylvania
$1.03M -$226K -1,100 -17%
ACP
752
Aveo Capital Partners
Colorado
$1.03M +$27.9K +136 +3%
IGGA
753
Iron Gate Global Advisors
Utah
$1.03M – – –
BWM
754
BCS Wealth Management
Tennessee
$1.03M +$1.07M +5,197 New
FNBOMD
755
First National Bank of Mount Dora
Florida
$1.03M – – –
CFS
756
Coordinated Financial Services
Colorado
$1.02M +$1.06M +5,162 New
FGWP
757
Founders Grove Wealth Partners
Virginia
$1.02M +$1.06M +5,155 New
HP
758
Holistic Planning
Texas
$1.02M +$14.4K +70 +1%
FDDB
759
Fidelity D&D Bancorp
Pennsylvania
$1.01M +$24.8K +121 +2%
PFBT
760
Parkside Financial Bank & Trust
Missouri
$1.01M +$237K +1,153 +29%
WFS
761
Weitzel Financial Services
Iowa
$1.01M +$60.6K +295 +6%
KAM
762
KEB Asset Management
Illinois
$998K -$59.9K -292 -5%
HNWAG
763
High Net Worth Advisory Group
Florida
$998K +$104K +509 +11%
RFA
764
Resurgent Financial Advisors
Georgia
$987K +$44.3K +216 +5%
MA
765
Montag & Associates
Georgia
$984K +$616 +3 +0.1%
AGWCA
766
Annis Gardner Whiting Capital Advisors
Florida
$979K +$395K +1,926 +64%
WFPG
767
Waller Financial Planning Group
Ohio
$978K +$1.23K +6 +0.1%
IP
768
Intellectus Partners
California
$978K -$11.3K -55 -1%
VAG
769
Vannoy Advisory Group
Texas
$977K -$2.26K -11 -0.2%
TC
770
Trust Company
Kansas
$977K -$90.9K -443 -8%
CT
771
Caldwell Trust
Florida
$967K +$27.1K +132 +3%
LFG
772
Larson Financial Group
Missouri
$967K -$39.2K -191 -4%
BMCM
773
Burns Matteson Capital Management
New York
$951K -$411 -2 -0%
FA
774
Flagstar Advisors
New York
$948K +$12.9K +63 +1%
SWM
775
Silverlake Wealth Management
Vermont
$946K -$22.4K -109 -2%
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