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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
876
Triad Financial Advisors
North Carolina
$368K – – –
AWA
877
Amplius Wealth Advisors
Pennsylvania
$368K -$167K -1,050 -31%
DWT
878
Dorsey & Whitney Trust
South Dakota
$367K -$26K -163 -7%
KFGK
879
Keystone Financial Group (Kentucky)
Kentucky
$367K +$23.7K +149 +7%
WCA
880
Westover Capital Advisors
Delaware
$366K +$25.8K +162 +8%
FCA
881
Fortis Capital Advisors
Kansas
$363K +$363K +2,283 New
DWMS
882
Dominguez Wealth Management Solutions
Virginia
$363K +$363K +2,283 New
PTC
883
Private Trust Company
Ohio
$361K +$16.4K +103 +5%
TH
884
Team Hewins
California
$361K +$362K +2,271 New
DAM
885
Derbend Asset Management
Georgia
$360K – – –
DSA
886
Droms Strauss Advisors
Missouri
$357K -$1.27K -8 -0.4%
API
887
Advisor Partners II
California
$357K -$137K -860 -28%
TDC
888
Thompson Davis & Co
Virginia
$356K +$55.4K +348 +18%
FB
889
Fulton Bank
Pennsylvania
$355K +$356K +2,237 New
AWM
890
Accurate Wealth Management
Florida
$354K +$343K +2,154 New
NP
891
NorthRock Partners
Minnesota
$353K -$200K -1,259 -36%
KF
892
Krilogy Financial
Missouri
$353K +$65K +408 +23%
SAM
893
SignalPoint Asset Management
Missouri
$349K -$4.46K -28 -1%
TFM
894
TFC Financial Management
Massachusetts
$347K +$796 +5 +0.2%
MCM
895
Morton Capital Management
California
$347K -$2.55K -16 -0.7%
AIA
896
Arbor Investment Advisors
North Carolina
$342K +$6.85K +43 +2%
ASI
897
Advisory Services & Investments
Oregon
$340K -$291K -1,825 -46%
PWW
898
Pettyjohn Wood & White
Virginia
$337K – – –
AR
899
Apeiron RIA
Texas
$336K +$337K +2,114 New
CWAG
900
Compton Wealth Advisory Group
Virginia
$335K -$645K -4,050 -66%
34 35
36
37 38