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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
851
RS Crum Inc
California
$893K +$224 +1 +0%
RWM
852
Raffa Wealth Management
District of Columbia
$893K +$671 +3 +0.1%
BCI
853
Brinker Capital Investments
Pennsylvania
$893K -$626K -2,799 -41%
LWM
854
LightSquare Wealth Management
Michigan
$890K +$916K +4,096 New
FSBI
855
Fearless Solutions (Best Invest)
Texas
$888K -$1.56K -7 -0.2%
JDLA
856
J. Derek Lewis & Associates
California
$888K +$9.84K +44 +1%
LA
857
LexAurum Advisors
Kansas
$888K +$913K +4,086 New
GIM
858
Goelzer Investment Management
Indiana
$888K -$84.5K -378 -8%
DI
859
Disciplined Investments
Oklahoma
$886K +$1.12K +5 +0.1%
KFA
860
Kapstone Financial Advisors
Ohio
$886K +$911K +4,077 New
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$885K – – –
OC
862
Oppenheimer & Co
New York
$884K -$105K -470 -10%
RWA
863
Rooted Wealth Advisors
Illinois
$882K +$149K +667 +21%
WCM
864
Winebrenner Capital Management
Kentucky
$880K +$137K +614 +18%
LL
865
LPWM LLC
Minnesota
$875K +$11K +49 +1%
HIS
866
Horizon Investment Services
Indiana
$865K +$562K +2,512 +171%
EFP
867
Envision Financial Planning
Tennessee
$864K – – –
ST
868
Smithfield Trust
Pennsylvania
$863K -$1.56K -7 -0.2%
CNC
869
Canandaigua National Corp
New York
$862K +$887K +3,969 New
AMM
870
American Money Management
California
$858K -$1.79K -8 -0.2%
EFG
871
Embree Financial Group
Illinois
$858K +$1.12K +5 +0.1%
NB
872
Nicolet Bankshares
Wisconsin
$856K +$880K +3,937 New
KIA
873
Koenig Investment Advisory
Oregon
$852K +$4.7K +21 +0.5%
BI
874
Berkeley Inc
Idaho
$847K -$10.3K -46 -1%
MCA
875
Magnolia Capital Advisors
Mississippi
$843K +$35.5K +159 +4%
33 34
35
36 37