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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
901
Vista Capital Partners
Oregon
$355K +$62.8K +399 +23%
DWP
902
Destiny Wealth Partners
Florida
$354K – – –
PHS
903
Pekin Hardy Strauss
Illinois
$354K -$90.5K -575 -21%
PWW
904
Pettyjohn Wood & White
Virginia
$351K – – –
FF
905
Financial Futures
New Jersey
$347K -$14K -89 -4%
GWM
906
Grand Wealth Management
Michigan
$343K +$9.92K +63 +3%
RMA
907
Roffman Miller Associates
Pennsylvania
$341K -$116K -736 -26%
WFA
908
West Financial Advisors
Iowa
$340K -$2.52K -16 -0.8%
TIM
909
Total Investment Management
Arizona
$339K +$157 +1 +0%
PTC
910
Private Trust Company
Ohio
$338K +$7.24K +46 +2%
PB
911
Pinnacle Bancorp
Nebraska
$338K +$35.1K +223 +12%
QCG
912
Quadrant Capital Group
Ohio
$337K -$35.4K -225 -10%
FT
913
Fiduciary Trust
Massachusetts
$335K – – –
HIP
914
HUB Investment Partners
Texas
$332K -$1.42K -9 -0.4%
BAM
915
Bosun Asset Management
Illinois
$331K – – –
CWA
916
Consilium Wealth Advisory
Texas
$331K – – –
EG
917
Ellerson Group
Maryland
$331K – – –
RG
918
Rathbones Group
United Kingdom
$331K – – –
CHA
919
Carmichael Hill & Associates
Maryland
$331K – – –
AIM
920
Athena Investment Management
California
$331K – – –
VFA
921
Voya Financial Advisors
Connecticut
$330K +$1.1K +7 +0.4%
AWM
922
Angeles Wealth Management
California
$327K – – –
BC
923
Burney Company
Virginia
$327K -$104K -660 -25%
TWM
924
Thrive Wealth Management
Pennsylvania
$327K +$3.78K +24 +1%
FWA
925
FSM Wealth Advisors
Ohio
$324K -$7.56K -48 -2%
35 36
37
38 39