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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
851
Channel Wealth
California
$417K -$127K -806 -24%
ERIC
852
Eagle Rock Investment Company
Georgia
$417K -$5.2K -33 -1%
PCM
853
Pointe Capital Management
Michigan
$416K -$121K -770 -23%
SBIA
854
Sheaff Brock Investment Advisors
Indiana
$415K +$157 +1 +0%
TA
855
Trellis Advisors
Washington
$413K +$472 +3 +0.1%
DAM
856
Derbend Asset Management
Georgia
$412K +$36.1K +229 +10%
LFAS
857
Level Four Advisory Services
Texas
$412K +$392K +2,490 New
GC
858
Guidance Capital
Kentucky
$412K +$380K +2,412 New
NCM
859
Novare Capital Management
North Carolina
$411K – – –
AFG
860
Altiora Financial Group
Ohio
$410K +$6.3K +40 +2%
VCA
861
Verdence Capital Advisors
Maryland
$408K -$311K -1,976 -44%
KFGK
862
Keystone Financial Group (Kentucky)
Kentucky
$407K +$387K +2,459 New
FFS
863
Founders Financial Securities
Maryland
$407K +$4.41K +28 +1%
SWM
864
Seed Wealth Management
Illinois
$404K – – –
KP
865
Keel Point
Alabama
$404K +$86.1K +547 +29%
CWM
866
Connecticut Wealth Management
Connecticut
$401K -$216K -1,372 -36%
SAM
867
Silvercrest Asset Management
New York
$401K +$381K +2,422 New
PWMA
868
Pension & Wealth Management Advisors
Massachusetts
$400K -$239K -1,521 -76%
SIC
869
Salem Investment Counselors
North Carolina
$394K -$157 -1 -0%
AR
870
Apeiron RIA
Texas
$393K -$32.6K -207 -8%
MIM
871
Marco Investment Management
Georgia
$392K +$77.6K +493 +26%
RIA
872
Realta Investment Advisors
Delaware
$391K -$472 -3 -0.1%
SL
873
Salomon & Ludwin
Virginia
$389K -$1.26K -8 -0.3%
GGI
874
Godsey & Gibb Inc
Virginia
$388K -$15K -95 -4%
CWM
875
Cahill Wealth Management
Michigan
$385K +$157 +1 +0%
33 34
35
36 37