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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
801
Capital Analysts LLC
Pennsylvania
$829K -$89.8K -485 -10%
JCIA
802
Jackson Creek Investment Advisors
Colorado
$829K +$26.7K +144 +4%
DWA
803
Dougherty Wealth Advisers
Minnesota
$829K – – –
JCM
804
Jacobi Capital Management
Pennsylvania
$829K -$7.59K -41 -1%
RCI
805
RS Crum Inc
California
$828K -$18.7K -101 -2%
CAC
806
Certified Advisory Corp
Florida
$825K +$437K +2,361 +126%
BWA
807
Bestgate Wealth Advisors
Maryland
$822K – – –
CHC
808
City Holding Co
West Virginia
$819K -$10.4K -56 -1%
FSBI
809
Fearless Solutions (Best Invest)
Texas
$819K -$555 -3 -0.1%
CGL
810
Clarius Group LLC
Washington
$819K – – –
ST
811
Smithfield Trust
Pennsylvania
$815K -$44.2K -239 -5%
RWM
812
Raffa Wealth Management
District of Columbia
$810K +$4.44K +24 +0.6%
T
813
Transce3nd
Texas
$807K +$117K +633 +18%
SAI
814
Savvy Advisors Inc
New York
$805K +$138K +748 +22%
BI
815
Berkeley Inc
Idaho
$798K -$4.63K -25 -0.6%
RFP
816
Root Financial Partners
California
$797K -$468K -2,528 -38%
FF
817
Friday Financial
Iowa
$790K +$926 +5 +0.1%
CJ
818
Caitlin John
Michigan
$788K +$52K +281 +7%
WI
819
WrapManager Inc
California
$787K -$13K -70 -2%
HWM
820
Hemington Wealth Management
Virginia
$787K – – –
KWA
821
Kingswood Wealth Advisors
California
$782K +$22.6K +122 +3%
KA
822
KDT Advisors
New York
$782K – – –
TSS
823
Two Sigma Securities
New York
$779K +$739K +3,994 New
JSL
824
JT Stratford LLC
Georgia
$779K +$63.5K +343 +9%
RF
825
RHS Financial
California
$778K +$500K +2,702 +210%
31 32
33
34 35