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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
851
Keel Point
Alabama
$411K +$23.1K +138 +6%
SWM
852
Selective Wealth Management
Virginia
$411K – – –
KFGK
853
Keystone Financial Group (Kentucky)
Kentucky
$408K +$16.7K +100 +4%
VA
854
Valmark Advisers
Ohio
$406K -$119K -712 -22%
AWS
855
Aspen Wealth Strategies
Colorado
$400K +$58.7K +351 +16%
TA
856
Trellis Advisors
Washington
$399K +$334 +2 +0.1%
SIC
857
Salem Investment Counselors
North Carolina
$399K +$19.4K +116 +5%
FFS
858
Founders Financial Securities
Maryland
$399K +$6.86K +41 +2%
DAM
859
Derbend Asset Management
Georgia
$398K +$167 +1 +0%
SL
860
Salomon & Ludwin
Virginia
$397K +$23.7K +142 +6%
NCM
861
Novare Capital Management
North Carolina
$396K – – –
AWM
862
Accurate Wealth Management
Florida
$395K +$42.5K +254 +11%
SWM
863
Seed Wealth Management
Illinois
$389K – – –
AWM
864
Austin Wealth Management
Texas
$387K +$395K +2,361 New
AFG
865
Altiora Financial Group
Ohio
$386K -$9.7K -58 -2%
SBIA
866
Sheaff Brock Investment Advisors
Indiana
$384K -$16.6K -99 -4%
CAM
867
Crestone Asset Management
Colorado
$384K +$14.5K +87 +4%
AGC
868
Aspen Grove Capital
Colorado
$383K +$16.7K +100 +4%
EWP
869
Elevation Wealth Partners
California
$381K -$40K -239 -9%
PWMA
870
Pension & Wealth Management Advisors
Massachusetts
$380K +$316K +1,890 +385%
KCFA
871
Key Client Fiduciary Advisors
New Jersey
$378K +$88.9K +532 +29%
HB
872
Horizon Bancorp
Indiana
$378K +$77.6K +464 +24%
AR
873
Apeiron RIA
Texas
$378K -$1.17K -7 -0.3%
AT
874
American Trust
Kentucky
$377K -$478K -2,860 -55%
DSA
875
Droms Strauss Advisors
Missouri
$377K +$32.8K +196 +9%
33 34
35
36 37