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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
776
Kovack Advisors
Florida
$572K -$13.4K -85 -2%
GC
777
Grimes & Company
Massachusetts
$569K +$12.4K +79 +2%
BCM
778
Becker Capital Management
Oregon
$569K – – –
KDA
779
Kraft Davis & Associates
Missouri
$567K +$524K +3,328 New
LPT
780
Legacy Private Trust
Wisconsin
$561K -$445K -2,825 -45%
LW
781
Libra Wealth
California
$560K – – –
SPW
782
Sonoma Private Wealth
California
$558K -$137K -868 -20%
TMWM
783
Taylor & Morgan Wealth Management
Michigan
$556K -$194K -1,232 -27%
ECG
784
EPIQ Capital Group
California
$550K +$2.83K +18 +0.5%
BWA
785
BDO Wealth Advisors
Florida
$545K – – –
ECM
786
Evergreen Capital Management
Washington
$545K +$173K +1,099 +50%
BWP
787
BSW Wealth Partners
Colorado
$545K +$66.6K +423 +15%
EWM
788
Evermay Wealth Management
Virginia
$543K -$2.05K -13 -0.4%
TWA
789
TCI Wealth Advisors
Arizona
$543K +$32.6K +207 +7%
TWP
790
TFO Wealth Partners
Ohio
$542K +$157 +1 +0%
VA
791
Valmark Advisers
Ohio
$539K -$989K -6,282 -66%
AWM
792
Axxcess Wealth Management
California
$538K -$182K -1,158 -26%
GT
793
Glenview Trust
Kentucky
$538K +$20.3K +129 +4%
WTA
794
Washington Trust Advisors
Massachusetts
$536K – – –
RWM
795
Rockwood Wealth Management
Pennsylvania
$531K +$1.57K +10 +0.3%
PFG
796
PAX Financial Group
Texas
$528K +$26.4K +168 +6%
BB
797
Busey Bank
Illinois
$528K – – –
CB
798
Centennial Bank
Arkansas
$528K – – –
RA
799
Rise Advisors
New York
$527K -$3.31K -21 -0.7%
CP
800
Camelot Portfolios
Ohio
$523K -$15.3K -97 -3%
30 31
32
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