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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
926
Keel Point
Alabama
$460K -$3.75K -23 -0.9%
AR
927
Apeiron RIA
Texas
$456K +$26.8K +164 +7%
WTA
928
Washington Trust Advisors
Massachusetts
$455K -$95.7K -586 -19%
KFGK
929
Keystone Financial Group (Kentucky)
Kentucky
$455K -$5.22K -32 -1%
PWMA
930
Pension & Wealth Management Advisors
Massachusetts
$450K +$18.6K +114 +5%
IAG
931
Investmark Advisory Group
Connecticut
$450K +$157K +959 +62%
SWM
932
Selective Wealth Management
Virginia
$449K -$14K -86 -3%
NCM
933
Novare Capital Management
North Carolina
$447K – – –
JCM
934
Jag Capital Management
Missouri
$446K -$105K -644 -21%
DP
935
Dearborn Partners
Illinois
$442K +$177K +1,086 +79%
SWM
936
Seed Wealth Management
Illinois
$438K – – –
VCP
937
Vista Capital Partners
Oregon
$435K +$27.1K +166 +7%
RIA
938
Realta Investment Advisors
Delaware
$434K +$24.2K +148 +7%
AGC
939
Aspen Grove Capital
Colorado
$432K – – –
SIC
940
Salem Investment Counselors
North Carolina
$431K -$17.3K -106 -4%
LA
941
Lifeworks Advisors
Michigan
$430K +$9.63K +59 +3%
WC
942
Waterloo Capital
Texas
$428K +$388K +2,376 New
SC
943
Stephens Consulting
Michigan
$423K -$979 -6 -0.3%
GGI
944
Godsey & Gibb Inc
Virginia
$422K – – –
NAMNJ
945
NorthStar Asset Management (New Jersey)
New Jersey
$420K +$381K +2,335 New
AL
946
ACAS LLC
California
$420K -$397K -2,431 -51%
BCA
947
Ballentine Capital Advisors
South Carolina
$419K +$387K +2,369 New
ECG
948
EPIQ Capital Group
California
$418K -$166K -1,016 -30%
MPCL
949
My Personal CFO LLC
Washington
$415K +$96.2K +589 +34%
TI
950
Trexquant Investment
Connecticut
$410K -$57.3K -351 -13%
36 37
38
39 40