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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
951
Team Hewins
California
$409K +$371K +2,271 New
ERIC
952
Eagle Rock Investment Company
Georgia
$408K +$6.04K +37 +2%
OFS
953
Oldfather Financial Services
Nebraska
$406K – – –
WTC
954
WhitTier Trust Company
Nevada
$405K +$71.8K +440 +24%
KCFA
955
Key Client Fiduciary Advisors
New Jersey
$405K -$20.4K -125 -5%
VCM
956
Virtue Capital Management
Tennessee
$403K +$19.4K +119 +5%
AIM
957
AMI Investment Management
Indiana
$402K +$1.63K +10 +0.4%
AFM
958
Abbot Financial Management
Massachusetts
$402K +$37.5K +230 +11%
OCM
959
Objective Capital Management
Ohio
$401K +$88.8K +544 +32%
OPPS
960
Obsidian Personal Planning Solutions
Maryland
$400K +$6.53K +40 +2%
DSA
961
Droms Strauss Advisors
Missouri
$398K -$25.3K -155 -7%
SBIA
962
Sheaff Brock Investment Advisors
Indiana
$398K -$32.3K -198 -8%
CCG
963
Catalina Capital Group
California
$398K +$361K +2,210 New
CAC
964
Certified Advisory Corp
Florida
$398K -$2.77K -17 -0.8%
SL
965
Salomon & Ludwin
Virginia
$397K – – –
PFBT
966
Parkside Financial Bank & Trust
Missouri
$393K +$69.2K +424 +24%
FF
967
Financial Futures
New Jersey
$393K -$23.3K -143 -6%
PTC
968
Private Trust Company
Ohio
$391K -$7.35K -45 -2%
MCM
969
Morton Capital Management
California
$391K – – –
GWANC
970
Guardian Wealth Advisors (North Carolina)
North Carolina
$389K +$3.43K +21 +1%
CB
971
Cadence Bank
Mississippi
$386K -$6.37K -39 -2%
PHS
972
Pekin Hardy Strauss
Illinois
$385K – – –
RWA
973
Rooted Wealth Advisors
Illinois
$384K +$9.96K +61 +3%
PWW
974
Pettyjohn Wood & White
Virginia
$382K – – –
DWMS
975
Dominguez Wealth Management Solutions
Virginia
$379K -$1.96K -12 -0.6%
37 38
39
40 41