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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
776
Perennial Investment Advisors
California
$895K -$16.3K -88 -2%
HA
777
HFG Advisors
Ohio
$894K -$5K -27 -0.6%
BGA
778
Battery Global Advisors
Massachusetts
$890K – – –
KA
779
Kovack Advisors
Florida
$890K -$4.07K -22 -0.5%
NWAG
780
Net Worth Advisory Group
Utah
$889K +$600K +3,241 +246%
VAG
781
Vannoy Advisory Group
Texas
$886K -$45.4K -245 -5%
PCM
782
Prospera Capital Management
Arizona
$884K +$80K +432 +11%
GIA
783
Gladstone Institutional Advisory
Florida
$883K -$26.5K -143 -3%
FA
784
Financial Alternatives
California
$875K – – –
PWM
785
Paulson Wealth Management
Illinois
$874K -$174K -942 -17%
DWM
786
Dopkins Wealth Management
New York
$873K -$58.9K -318 -7%
AA
787
Aire Advisors
California
$873K -$15.4K -83 -2%
GIM
788
Goelzer Investment Management
Indiana
$865K +$1.11K +6 +0.1%
CCM
789
Canal Capital Management
Virginia
$864K – – –
CNBT
790
Canandaigua National Bank & Trust
New York
$861K -$3.33K -18 -0.4%
CSIA
791
Conrad Siegel Investment Advisors
Pennsylvania
$846K -$16.8K -91 -2%
RWM
792
Ritholtz Wealth Management
New York
$845K -$9.44K -51 -1%
IA
793
IFG Advisors
Missouri
$842K +$10K +54 +1%
QCG
794
Quadrant Capital Group
Ohio
$840K -$267K -1,445 -25%
TWP
795
Tyche Wealth Partners
Texas
$838K +$1.85K +10 +0.2%
GLLW
796
Graves Light Lenhart Wealth
Virginia
$834K +$34.1K +184 +4%
CFG
797
Citizens Financial Group
Rhode Island
$832K +$140K +756 +22%
MWM
798
Marion Wealth Management
Pennsylvania
$831K +$789K +4,261 New
MA
799
Mezzasalma Advisors
New Jersey
$829K -$18.5K -100 -2%
CAL
800
Capital Analysts LLC
Pennsylvania
$829K -$89.8K -485 -10%
30 31
32
33 34