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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
851
Graypoint LLC
New York
$408K -$72.6K -456 -15%
BC
852
Burney Company
Virginia
$407K +$5.57K +35 +1%
CWM
853
Cahill Wealth Management
Michigan
$404K -$193K -1,213 -34%
APA
854
Astoria Portfolio Advisors
New York
$402K +$384K +2,410 New
FIC
855
Family Investment Center
Missouri
$397K +$399K +2,503 New
TA
856
Trellis Advisors
Washington
$396K -$114K -716 -22%
HVP
857
Hudson Value Partners
Florida
$395K +$152K +954 +62%
NCM
858
Novare Capital Management
North Carolina
$394K – – –
HAS
859
HBW Advisory Services
California
$393K +$394K +2,474 New
FFS
860
Founders Financial Securities
Maryland
$393K -$2.39K -15 -0.6%
EFL
861
ERn Financial LLC
Wisconsin
$390K +$159 +1 +0%
SWM
862
Seed Wealth Management
Illinois
$387K +$388K +2,440 New
GGI
863
Godsey & Gibb Inc
Virginia
$387K – – –
AFG
864
Altiora Financial Group
Ohio
$387K +$388K +2,438 New
SFM
865
Systematic Financial Management
New Jersey
$385K +$386K +2,427 New
CAM
866
Cidel Asset Management
Ontario, Canada
$383K -$86.5K -543 -18%
OFS
867
Oldfather Financial Services
Nebraska
$377K +$17.4K +109 +5%
HI
868
Harper Investing
California
$377K -$392K -2,465 -51%
GLA
869
Good Life Advisors
Pennsylvania
$377K +$129K +813 +52%
ERIC
870
Eagle Rock Investment Company
Georgia
$376K +$1.43K +9 +0.4%
CWP
871
Curated Wealth Partners
California
$376K – – –
FF
872
Financial Futures
New Jersey
$371K -$21.7K -136 -6%
ACM
873
Advance Capital Management
Michigan
$369K +$370K +2,323 New
SIC
874
Salem Investment Counselors
North Carolina
$369K -$73.4K -461 -17%
TFA
875
Triad Financial Advisors
North Carolina
$368K – – –
33 34
35
36 37