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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
901
Rooted Wealth Advisors
Illinois
$348K +$38.8K +232 +12%
SAM
902
SignalPoint Asset Management
Missouri
$347K -$1.17K -7 -0.3%
MCM
903
Morton Capital Management
California
$346K – – –
GWANC
904
Guardian Wealth Advisors (North Carolina)
North Carolina
$342K +$73.1K +437 +26%
PHS
905
Pekin Hardy Strauss
Illinois
$341K – – –
PWW
906
Pettyjohn Wood & White
Virginia
$338K – – –
DWMS
907
Dominguez Wealth Management Solutions
Virginia
$338K -$6.19K -37 -2%
MIM
908
Marco Investment Management
Georgia
$335K -$46K -275 -12%
DWP
909
Destiny Wealth Partners
Florida
$329K – – –
PI
910
PFG Investments
New York
$327K -$23.7K -142 -6%
HSA
911
HBK Sorce Advisory
Pennsylvania
$326K -$385K -2,300 -53%
AP
912
Appleton Partners
Massachusetts
$326K +$24.1K +144 +8%
SFPG
913
Stonebridge Financial Planning Group
Florida
$325K +$60.2K +360 +21%
QCG
914
Quadrant Capital Group
Ohio
$325K – – –
PB
915
Pinnacle Bancorp
Nebraska
$325K -$1.5K -9 -0.4%
FT
916
Fiduciary Trust
Massachusetts
$323K – – –
AWM
917
Angeles Wealth Management
California
$323K +$8.03K +48 +2%
EG
918
Ellerson Group
Maryland
$322K +$3.01K +18 +0.9%
AI
919
Accredited Investors
Minnesota
$321K +$12K +72 +4%
GWM
920
Grand Wealth Management
Michigan
$321K -$10.5K -63 -3%
TWM
921
Thrive Wealth Management
Pennsylvania
$320K +$5.18K +31 +2%
AFM
922
Abbot Financial Management
Massachusetts
$320K +$335K +2,005 New
BC
923
Burney Company
Virginia
$320K +$4.51K +27 +1%
BAM
924
Bosun Asset Management
Illinois
$319K – – –
CWA
925
Consilium Wealth Advisory
Texas
$319K – – –
35 36
37
38 39