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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
826
Ritholtz Wealth Management
New York
$918K +$1.47K +7 +0.2%
IA
827
IFG Advisors
Missouri
$917K +$1.68K +8 +0.2%
DWM
828
Dopkins Wealth Management
New York
$916K -$10.7K -51 -1%
GLLW
829
Graves Light Lenhart Wealth
Virginia
$916K +$628 +3 +0.1%
SAM
830
SVRN Asset Management
Texas
$910K +$899K +4,296 New
GIA
831
Gladstone Institutional Advisory
Florida
$909K -$39.8K -190 -4%
MA
832
Mezzasalma Advisors
New Jersey
$906K +$7.12K +34 +0.8%
KIA
833
Koenig Investment Advisory
Oregon
$905K +$817K +3,900 New
JCM
834
Jacobi Capital Management
Pennsylvania
$904K +$1.26K +6 +0.1%
CFG
835
Citizens Financial Group
Rhode Island
$901K -$61.8K -295 -6%
BCM
836
Becker Capital Management
Oregon
$896K – – –
CGL
837
Clarius Group LLC
Washington
$891K +$1.26K +6 +0.1%
RWM
838
Raffa Wealth Management
District of Columbia
$888K +$7.96K +38 +0.9%
TFS
839
truNorth Financial Services
Pennsylvania
$887K +$877K +4,187 New
BHFP
840
Blom & Howell Financial Planning
California
$885K +$875K +4,177 New
VCP
841
Verus Capital Partners
Arizona
$881K +$871K +4,161 New
C
842
Certuity
Florida
$871K – – –
RCI
843
RS Crum Inc
California
$871K -$28.1K -134 -3%
VAG
844
VisionPoint Advisory Group
Texas
$869K -$5.86K -28 -0.7%
CJ
845
Caitlin John
Michigan
$869K +$8.79K +42 +1%
FSBI
846
Fearless Solutions (Best Invest)
Texas
$867K -$2.51K -12 -0.3%
DI
847
Disciplined Investments
Oklahoma
$863K -$103K -494 -11%
AGWCA
848
Annis Gardner Whiting Capital Advisors
Florida
$862K +$47.9K +229 +6%
FCH
849
Freestone Capital Holdings
Washington
$858K -$269K -1,284 -24%
JDLA
850
J. Derek Lewis & Associates
California
$856K +$847K +4,043 New
32 33
34
35 36