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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
926
Beckerman Institutional
New Jersey
$590K -$15K -81 -3%
AFA
927
Avant Financial Advisors
Texas
$589K – – –
ERIC
928
Eagle Rock Investment Company
Georgia
$588K +$144K +779 +35%
AWP
929
Axis Wealth Partners
Rhode Island
$587K -$51.8K -280 -9%
WCM
930
Weik Capital Management
Pennsylvania
$585K – – –
WWM
931
Woodside Wealth Management
Massachusetts
$585K – – –
BB
932
Busey Bank
Illinois
$583K -$51.1K -276 -8%
AR
933
Apeiron RIA
Texas
$582K -$5K -27 -0.9%
SCM
934
SCS Capital Management
Massachusetts
$582K +$304K +1,642 +123%
FWP
935
Forefront Wealth Partners
Texas
$576K +$33.3K +180 +7%
CA
936
Continuum Advisory
Idaho
$575K +$5.18K +28 +1%
CF
937
Centaurus Financial
California
$572K +$1.85K +10 +0.3%
SOAG
938
Silver Oak Advisory Group
Oregon
$569K -$78.1K -422 -13%
BC
939
Bowman & Company
Wisconsin
$566K -$216K -1,169 -29%
GC
940
Gibson Capital
Pennsylvania
$565K -$555 -3 -0.1%
TA
941
Tactive Advisors
Florida
$564K +$536K +2,895 New
AWA
942
Arete Wealth Advisors
Illinois
$563K -$442K -2,388 -45%
AHC
943
Anderson Hoagland & Co
Missouri
$562K – – –
TVAMP
944
Tennessee Valley Asset Management Partners
Tennessee
$560K +$12.8K +69 +2%
TCM
945
Traynor Capital Management
Pennsylvania
$559K +$521K +2,817 New
LWM
946
LJI Wealth Management
Indiana
$559K +$319K +1,722 +151%
CMMS
947
Comprehensive Money Management Services
Florida
$559K – – –
PTC
948
Private Trust Company
Ohio
$558K +$1.48K +8 +0.3%
AFG
949
Altiora Financial Group
Ohio
$558K – – –
HIA
950
Harbor Investment Advisory
Maryland
$557K +$47.8K +258 +10%
36 37
38
39 40