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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
826
Journey Advisory Group
Kentucky
$204K +$194K +1,234 New
HVP
827
Hudson Value Partners
Florida
$203K -$74.5K -473 -28%
CCM
828
Colorado Capital Management
Colorado
$203K -$70.6K -448 -27%
MLFP
829
MPS Loria Financial Planners
Illinois
$203K -$6.77K -43 -3%
KWM
830
Keebeck Wealth Management
Illinois
$203K +$193K +1,223 New
JWM
831
Jeppson Wealth Management
California
$202K +$193K +1,223 New
PFBT
832
Parkside Financial Bank & Trust
Missouri
$201K – – –
GGS
833
Galvin Gaustad & Stein
Arizona
$200K +$191K +1,210 New
CAC
834
Certified Advisory Corp
Florida
$194K +$185K +1,173 New
AIM
835
Acropolis Investment Management
Missouri
$184K +$175K +1,111 New
VFA
836
Valeo Financial Advisors
Indiana
$180K +$60.2K +382 +54%
LCM
837
Logan Capital Management
Pennsylvania
$176K +$167K +1,063 New
BWM
838
BerganKDV Wealth Management
Minnesota
$166K – – –
JGIA
839
Jackson Grant Investment Advisers
Connecticut
$166K +$630 +4 +0.4%
RE
840
RBC Europe
United Kingdom
$166K – – –
HI
841
Hudock Inc
Pennsylvania
$157K -$83.6K -531 -36%
PB
842
Pinnacle Bancorp
Nebraska
$156K – – –
APWA
843
Atlas Private Wealth Advisors
New Jersey
$154K +$12.6K +80 +9%
BFG
844
Baron Financial Group
New Jersey
$152K – – –
FPB
845
First PREMIER Bank
South Dakota
$151K – – –
TCM
846
TD Capital Management
Tennessee
$149K – – –
CA
847
Clearstead Advisors
Ohio
$148K +$127K +809 +963%
PO
848
Private Ocean
California
$140K – – –
GLLW
849
Graves Light Lenhart Wealth
Virginia
$133K +$106K +676 +541%
OSAM
850
O'Shaughnessy Asset Management
Connecticut
$133K +$127K +805 New
32 33
34
35 36