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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
926
Fairview Capital Investment Management
California
$228K +$61.5K +375 +33%
VWA
927
V Wealth Advisors
Kansas
$227K -$39.5K -241 -14%
TA
928
TFG Advisers
Michigan
$227K +$7.54K +46 +3%
WAG
929
Winthrop Advisory Group
Massachusetts
$226K -$148K -901 -37%
CWP
930
Corepath Wealth Partners
Arizona
$226K – – –
SAM
931
Seelaus Asset Management
New Jersey
$226K +$820 +5 +0.3%
AA
932
Argent Advisors
Louisiana
$225K -$66.1K -403 -21%
SAM
933
Summit Asset Management
Tennessee
$225K – – –
GI
934
Gradient Investments
Minnesota
$224K -$62.6K -382 -20%
SFG
935
StrategIQ Financial Group
Indiana
$224K – – –
SCM
936
Shelton Capital Management
Colorado
$223K – – –
PG
937
Proffitt & Goodson
Tennessee
$222K – – –
FMWA
938
Forvis Mazars Wealth Advisors
Missouri
$220K +$241K +1,467 New
FWM
939
Fairhaven Wealth Management
Illinois
$219K +$1.15K +7 +0.5%
KWS
940
Keystone Wealth Services
California
$218K -$87.7K -535 -27%
HCA
941
Harbour Capital Advisors
Virginia
$217K -$6.56K -40 -3%
EK
942
Evensky & Katz
Florida
$217K – – –
T
943
TNF
Montana
$216K – – –
RF
944
RHS Financial
California
$216K +$236K +1,439 New
HSA
945
HBK Sorce Advisory
Pennsylvania
$214K -$318K -1,942 -58%
WIM
946
Warwick Investment Management
Texas
$212K – – –
CAG
947
Crestwood Advisors Group
Massachusetts
$212K +$27.9K +170 +14%
FT
948
Fiduciary Trust
Massachusetts
$212K +$30.3K +185 +15%
FHC
949
First Heartland Consultants
Missouri
$210K -$4.59K -28 -2%
CB
950
Community Bank
New York
$210K – – –
36 37
38
39 40