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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
876
Cidel Asset Management
Ontario, Canada
$380K -$17.3K -110 -5%
AGC
877
Aspen Grove Capital
Colorado
$380K +$362K +2,300 New
MFG
878
Midwest Financial Group
Kansas
$377K +$157 +1 +0%
TFA
879
Triad Financial Advisors
North Carolina
$377K -$6.14K -39 -2%
AWM
880
Accurate Wealth Management
Florida
$376K +$11.5K +73 +3%
TH
881
Team Hewins
California
$376K – – –
PA
882
Pinnacle Associates
New York
$375K +$24.2K +154 +7%
IAS
883
Insigneo Advisory Services
Florida
$374K -$72.7K -462 -17%
TCWM
884
Total Clarity Wealth Management
Illinois
$373K -$73.4K -466 -17%
OFS
885
Oldfather Financial Services
Nebraska
$373K +$64.5K +410 +22%
GLA
886
Good Life Advisors
Pennsylvania
$372K +$65K +413 +22%
FCP
887
Fidelis Capital Partners
Florida
$369K +$351K +2,231 New
NP
888
NorthRock Partners
Minnesota
$369K +$945 +6 +0.3%
PI
889
PFG Investments
New York
$363K +$10.9K +69 +3%
TFM
890
TFC Financial Management
Massachusetts
$363K +$472 +3 +0.1%
IP
891
Intellectus Partners
California
$363K +$345K +2,192 New
LAM
892
Lakewood Asset Management
Illinois
$362K +$14.6K +93 +4%
SAM
893
SignalPoint Asset Management
Missouri
$361K -$1.73K -11 -0.5%
SHFP
894
Second Half Financial Partners
Florida
$361K +$344K +2,183 New
MCM
895
Morton Capital Management
California
$359K – – –
VCM
896
Virtue Capital Management
Tennessee
$358K -$1.04M -6,600 -75%
AWS
897
Aspen Wealth Strategies
Colorado
$358K -$23.6K -150 -6%
DSA
898
Droms Strauss Advisors
Missouri
$357K +$24.6K +156 +8%
DWMS
899
Dominguez Wealth Management Solutions
Virginia
$357K -$14.2K -90 -4%
VCP
900
Vista Capital Partners
Oregon
$355K +$62.8K +399 +23%
34 35
36
37 38