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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
851
Selective Wealth Management
Virginia
$411K – – –
KFGK
852
Keystone Financial Group (Kentucky)
Kentucky
$408K +$16.7K +100 +4%
VA
853
Valmark Advisers
Ohio
$406K -$119K -712 -22%
AWS
854
Aspen Wealth Strategies
Colorado
$400K +$58.7K +351 +16%
TA
855
Trellis Advisors
Washington
$399K +$334 +2 +0.1%
SIC
856
Salem Investment Counselors
North Carolina
$399K +$19.4K +116 +5%
FFS
857
Founders Financial Securities
Maryland
$399K +$6.86K +41 +2%
DAM
858
Derbend Asset Management
Georgia
$398K +$167 +1 +0%
SL
859
Salomon & Ludwin
Virginia
$397K +$23.7K +142 +6%
NCM
860
Novare Capital Management
North Carolina
$396K – – –
AWM
861
Accurate Wealth Management
Florida
$395K +$42.5K +254 +11%
SWM
862
Seed Wealth Management
Illinois
$389K – – –
AWM
863
Austin Wealth Management
Texas
$387K +$395K +2,361 New
AFG
864
Altiora Financial Group
Ohio
$386K -$9.7K -58 -2%
SBIA
865
Sheaff Brock Investment Advisors
Indiana
$384K -$16.6K -99 -4%
CAM
866
Crestone Asset Management
Colorado
$384K +$14.5K +87 +4%
AGC
867
Aspen Grove Capital
Colorado
$383K +$16.7K +100 +4%
EWP
868
Elevation Wealth Partners
California
$381K -$40K -239 -9%
PWMA
869
Pension & Wealth Management Advisors
Massachusetts
$380K +$316K +1,890 +385%
KCFA
870
Key Client Fiduciary Advisors
New Jersey
$378K +$88.9K +532 +29%
HB
871
Horizon Bancorp
Indiana
$378K +$77.6K +464 +24%
AR
872
Apeiron RIA
Texas
$378K -$1.17K -7 -0.3%
AT
873
American Trust
Kentucky
$377K -$478K -2,860 -55%
DSA
874
Droms Strauss Advisors
Missouri
$377K +$32.8K +196 +9%
BFPW
875
BOK Financial Private Wealth
Colorado
$377K +$285K +1,702 +258%
33 34
35
36 37