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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
901
Trilogy Capital
California
$589K -$35.4K -179 -5%
WWM
902
Western Wealth Management
Colorado
$589K +$14.2K +72 +2%
EB
903
Exchange Bank
California
$588K -$20.1K -102 -3%
MAM
904
McLean Asset Management
Virginia
$580K +$34K +172 +5%
BI
905
Beckerman Institutional
New Jersey
$578K +$32K +162 +6%
WA
906
Wealthstream Advisors
New York
$576K +$1.78K +9 +0.3%
RA
907
Resolute Advisors
California
$574K +$3.95K +20 +0.7%
FCH
908
Freestone Capital Holdings
Washington
$574K -$7.31K -37 -1%
CCB
909
Country Club Bank
Missouri
$573K – – –
UI
910
Unconventional Investor
New Hampshire
$572K +$4.15K +21 +0.7%
HPM
911
Hoxton Planning & Management
West Virginia
$571K +$2.77K +14 +0.5%
AF
912
Apexium Financial
Texas
$570K +$6.72K +34 +1%
LA
913
Lane & Associates
New Jersey
$568K -$5.33K -27 -0.9%
CBA
914
Coastal Bridge Advisors
Connecticut
$568K +$603K +3,051 New
QCM
915
QRG Capital Management
Illinois
$566K -$45.6K -231 -7%
MFG
916
MidWestOne Financial Group
Iowa
$566K -$41.9K -212 -7%
CCA
917
Cadent Capital Advisors
Oklahoma
$562K -$1.08M -5,488 -65%
AFA
918
Avant Financial Advisors
Texas
$562K – – –
AR
919
Apeiron RIA
Texas
$561K +$15.4K +78 +3%
WCM
920
Weik Capital Management
Pennsylvania
$559K +$247K +1,250 +71%
WWM
921
Woodside Wealth Management
Massachusetts
$559K +$592K +2,999 New
ACP
922
Aveo Capital Partners
Colorado
$550K -$434K -2,198 -42%
CF
923
Centaurus Financial
California
$545K -$3.16K -16 -0.5%
CA
924
Continuum Advisory
Idaho
$544K -$75.7K -383 -12%
GC
925
Gibson Capital
Pennsylvania
$541K -$49.4K -250 -8%
35 36
37
38 39