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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
801
Canvas Wealth Advisors
Kansas
$890K -$114K -559 -12%
JCM
802
Jacobi Capital Management
Pennsylvania
$890K +$2.66K +13 +0.3%
MWM
803
Marion Wealth Management
Pennsylvania
$889K – – –
DWA
804
Dougherty Wealth Advisers
Minnesota
$887K – – –
BCM
805
Becker Capital Management
Oregon
$887K +$146K +715 +20%
RCI
806
RS Crum Inc
California
$886K – – –
CGL
807
Clarius Group LLC
Washington
$877K +$613 +3 +0.1%
MA
808
Mezzasalma Advisors
New Jersey
$875K -$11.9K -58 -1%
SG
809
StoneX Group
New York
$873K +$212K +1,039 +33%
CHC
810
City Holding Co
West Virginia
$870K -$6.54K -32 -0.8%
RWM
811
Raffa Wealth Management
District of Columbia
$867K +$3.68K +18 +0.4%
VAG
812
VisionPoint Advisory Group
Texas
$862K +$45.4K +222 +6%
C
813
Certuity
Florida
$858K +$841K +4,112 New
FSBI
814
Fearless Solutions (Best Invest)
Texas
$857K -$18.8K -92 -2%
GC
815
Grimes & Company
Massachusetts
$856K +$26.4K +129 +3%
AWA
816
Arete Wealth Advisors
Illinois
$855K +$251K +1,228 +43%
BI
817
Berkeley Inc
Idaho
$855K +$818 +4 +0.1%
FF
818
Friday Financial
Iowa
$854K +$8.18K +40 +1%
PWM
819
Paulson Wealth Management
Illinois
$852K -$81.2K -397 -9%
CJ
820
Caitlin John
Michigan
$847K +$4.09K +20 +0.5%
AIM
821
Anchor Investment Management
South Carolina
$846K +$47.4K +232 +6%
HIP
822
HUB Investment Partners
Texas
$843K +$12.7K +62 +2%
HWM
823
Hemington Wealth Management
Virginia
$843K – – –
ST
824
Smithfield Trust
Pennsylvania
$831K -$40.1K -196 -5%
IA
825
IFG Advisory
Georgia
$830K +$27.6K +135 +4%
31 32
33
34 35