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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
951
R.M. Davis Inc
Maine
$227K – – –
DCM
952
DGS Capital Management
New Jersey
$227K +$224K +1,290 New
SFS
953
Strategic Financial Services
New York
$227K +$224K +1,290 New
SPWM
954
Schrum Private Wealth Management
Florida
$223K – – –
WA
955
Wealth Advisors
California
$223K – – –
RSWM
956
Robertson Stephens Wealth Management
California
$222K -$255K -1,465 -54%
CS
957
Cannell & Spears
New York
$222K – – –
DCM
958
Dimension Capital Management
Florida
$222K – – –
MLFP
959
MPS Loria Financial Planners
Illinois
$221K +$5.04K +29 +2%
HBW
960
Hazlett, Burt & Watson
West Virginia
$221K +$219K +1,258 New
LCM
961
Liberty Capital Management
Michigan
$219K – – –
CAG
962
Crestwood Advisors Group
Massachusetts
$219K +$11.1K +64 +5%
FT
963
Fiduciary Trust
Massachusetts
$216K -$20.9K -120 -9%
HW
964
Hancock Whitney
Mississippi
$216K – – –
PWP
965
Perfromance Wealth Partners
Illinois
$215K +$5.04K +29 +2%
PB
966
Pinnacle Bancorp
Nebraska
$215K +$37.7K +217 +22%
SCA
967
Sage Capital Advisors
South Dakota
$214K +$217K +1,246 New
KPW
968
Kore Private Wealth
New York
$213K -$116K -670 -36%
KFI
969
Key Financial Inc
Pennsylvania
$213K – – –
B
970
BetterWealth
California
$213K +$695 +4 +0.3%
SWA
971
Sax Wealth Advisors
New Jersey
$211K -$74.8K -430 -26%
JWM
972
Jeppson Wealth Management
California
$211K -$522 -3 -0.2%
RCAG
973
Rehmann Capital Advisory Group
Michigan
$211K -$24.5K -141 -11%
CCM
974
Colorado Capital Management
Colorado
$210K – – –
HGERS
975
Householder Group Estate & Retirement Specialist
Arizona
$209K -$2.12M -12,187 -91%
37 38
39
40 41