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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
876
PAX Financial Group
Texas
$277K +$14.6K +82 +6%
GI
877
Gradient Investments
Minnesota
$276K +$43.7K +246 +19%
CWM
878
Chemistry Wealth Management
New York
$274K +$273K +1,533 New
NLP
879
Next Level Private
New York
$274K +$273K +1,533 New
CWP
880
Corepath Wealth Partners
Arizona
$273K – – –
FA
881
Fiducient Advisors
Illinois
$272K – – –
ECM
882
EMC Capital Management
Texas
$272K +$105K +589 +63%
VDBMI
883
Van Den Berg Management I
Texas
$270K -$22.2K -125 -8%
HVP
884
Hudson Value Partners
Florida
$269K +$6.94K +39 +3%
SAM
885
Summit Asset Management
Tennessee
$268K – – –
SFG
886
StrategIQ Financial Group
Indiana
$267K – – –
HCA
887
Harbour Capital Advisors
Virginia
$266K – – –
SAM
888
Seelaus Asset Management
New Jersey
$266K +$1.42K +8 +0.5%
WS
889
Wedbush Securities
California
$261K -$126K -709 -33%
FWM
890
Fairhaven Wealth Management
Illinois
$261K – – –
TA
891
TFG Advisers
Michigan
$261K +$356 +2 +0.1%
CAM
892
Cozad Asset Management
Illinois
$259K – – –
EK
893
Evensky & Katz
Florida
$258K -$13.2K -74 -5%
SYBT
894
Stock Yards Bank & Trust
Kentucky
$258K – – –
TSWM
895
Tyler-Stone Wealth Management
Ohio
$258K +$257K +1,445 New
S
896
SignatureFD
Georgia
$256K -$3.2K -18 -1%
AT
897
American Trust
Kentucky
$256K +$255K +1,432 New
WIM
898
Warwick Investment Management
Texas
$253K +$251K +1,413 New
CBN
899
Cadence Bank NA
Texas
$252K – – –
CB
900
Community Bank
New York
$250K – – –
34 35
36
37 38