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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
UI
951
Unconventional Investor
New Hampshire
$681K +$4.02K +18 +0.6%
TCM
952
Traynor Capital Management
Pennsylvania
$672K +$12.7K +57 +2%
CA
953
Calton & Associates
Florida
$672K +$17.9K +80 +3%
GG
954
Greenwood Gearhart
Arkansas
$671K +$691K +3,089 New
FHA
955
Flagship Harbor Advisors
Massachusetts
$670K +$8.05K +36 +1%
AT
956
American Trust
Kentucky
$669K +$40.5K +181 +6%
AUB
957
Atlantic Union Bankshares
Virginia
$669K -$8.49K -38 -1%
TVAMP
958
Tennessee Valley Asset Management Partners
Tennessee
$669K +$46.1K +206 +7%
YWM
959
Yukon Wealth Management
Kansas
$668K -$24.8K -111 -3%
PCM
960
Pointe Capital Management
Michigan
$668K – – –
NF
961
Nikulski Financial
Iowa
$664K -$1.84M -8,217 -73%
LWM
962
LJI Wealth Management
Indiana
$660K +$37.8K +169 +6%
TAM
963
Townsend Asset Management
North Carolina
$660K +$53.4K +239 +9%
DWA
964
Dougherty Wealth Advisers
Minnesota
$660K -$129K -578 -16%
ERIC
965
Eagle Rock Investment Company
Georgia
$657K +$6.71K +30 +1%
EFG
966
Elevated Financial Group
Indiana
$657K -$9.17K -41 -1%
BI
967
Beckerman Institutional
New Jersey
$657K – – –
AFA
968
Avant Financial Advisors
Texas
$656K – – –
WMN
969
Wealth Management Nebraska
Nebraska
$655K +$674K +3,016 New
TWA
970
TCI Wealth Advisors
Arizona
$655K +$9.84K +44 +1%
DSA
971
Droms Strauss Advisors
Missouri
$654K -$8.49K -38 -1%
WWM
972
Woodside Wealth Management
Massachusetts
$654K – – –
WCM
973
Weik Capital Management
Pennsylvania
$652K – – –
MWM
974
Modern Wealth Management
Kansas
$652K -$31.1K -139 -4%
CF
975
Centaurus Financial
California
$650K +$6.93K +31 +1%
37 38
39
40 41