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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
851
QRG Capital Management
Illinois
$991K +$80.3K +345 +9%
DI
852
Disciplined Investments
Oklahoma
$990K -$1.16K -5 -0.1%
WCM
853
Winebrenner Capital Management
Kentucky
$985K +$698 +3 +0.1%
WPA
854
Wealth Preservation Advisors
Tennessee
$984K +$51.4K +221 +6%
MWP
855
Madison Wealth Partners
Wisconsin
$984K -$59.3K -255 -6%
TWA
856
TCI Wealth Advisors
Arizona
$983K +$240K +1,030 +34%
LL
857
LPWM LLC
Minnesota
$978K – – –
FSBI
858
Fearless Solutions (Best Invest)
Texas
$972K -$20.7K -89 -2%
HIS
859
Horizon Investment Services
Indiana
$970K +$1.86K +8 +0.2%
KFA
860
Kapstone Financial Advisors
Ohio
$967K -$22.6K -97 -2%
ST
861
Smithfield Trust
Pennsylvania
$966K -$233 -1 -0%
DWP
862
Daymark Wealth Partners
Ohio
$965K +$547K +2,353 +145%
MCM
863
MidAtlantic Capital Management
Virginia
$963K -$351K -1,511 -28%
EFG
864
Embree Financial Group
Illinois
$961K +$930 +4 +0.1%
LFG
865
Larson Financial Group
Missouri
$958K +$57K +245 +7%
VAG
866
VisionPoint Advisory Group
Texas
$957K -$41.4K -178 -4%
AMM
867
American Money Management
California
$952K -$8.14K -35 -0.9%
FCH
868
Freestone Capital Holdings
Washington
$948K +$9.54K +41 +1%
FWM
869
Fonville Wealth Management
Virginia
$946K +$17.7K +76 +2%
WH
870
Willner & Heller
California
$945K +$3.26K +14 +0.4%
SIG
871
Spinnaker Investment Group
California
$944K -$53.5K -230 -6%
CNBT
872
Canandaigua National Bank & Trust
New York
$942K +$902K +3,876 New
AGWCA
873
Annis Gardner Whiting Capital Advisors
Florida
$936K -$51.4K -221 -5%
MCA
874
Magnolia Capital Advisors
Mississippi
$934K -$8.84K -38 -1%
OCM
875
One Capital Management
California
$934K – – –
33 34
35
36 37