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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
801
Providence Capital Advisors
North Carolina
$995K -$43.8K -209 -4%
SWM
802
Sagace Wealth Management
Florida
$992K +$8.59K +41 +0.9%
GC
803
Grimes & Company
Massachusetts
$991K +$121K +578 +14%
RPGK
804
Retirement Planning Group (Kansas)
Kansas
$989K -$138K -657 -12%
OWA
805
Octavia Wealth Advisors
Ohio
$988K -$84.8K -405 -8%
BIM
806
Baldwin Investment Management
Pennsylvania
$986K -$18.2K -87 -2%
CPWM
807
Cypress Point Wealth Management
Texas
$983K +$4.61K +22 +0.5%
BMCM
808
Burns Matteson Capital Management
New York
$981K -$31.4K -150 -3%
BFA
809
Beacon Financial Advisory
Ohio
$974K -$6.91K -33 -0.7%
CAG
810
Csenge Advisory Group
Florida
$972K +$25.8K +123 +3%
FFS
811
Founders Financial Securities
Maryland
$969K +$509K +2,429 +113%
TCOT
812
Trust Company of Toledo
Ohio
$968K -$89.2K -426 -9%
OC
813
Oppenheimer & Co
New York
$961K +$34.3K +164 +4%
AA
814
Aire Advisors
California
$959K +$2.51K +12 +0.3%
WWM
815
Western Wealth Management
Colorado
$957K +$283K +1,352 +43%
MWM
816
Marion Wealth Management
Pennsylvania
$956K – – –
FA
817
Financial Alternatives
California
$951K – – –
GIM
818
Goelzer Investment Management
Indiana
$945K -$3.77K -18 -0.4%
WBC
819
West Branch Capital
Massachusetts
$938K -$258K -1,232 -22%
HA
820
HFG Advisors
Ohio
$937K -$79.6K -380 -8%
PCM
821
Prospera Capital Management
Arizona
$936K – – –
VAG
822
Vannoy Advisory Group
Texas
$930K -$15.9K -76 -2%
CSIA
823
Conrad Siegel Investment Advisors
Pennsylvania
$929K -$1.47K -7 -0.2%
CCM
824
Canal Capital Management
Virginia
$928K – – –
IA
825
IFG Advisory
Georgia
$918K +$75.2K +359 +9%
31 32
33
34 35