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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
976
Bosun Asset Management
Illinois
$384K +$361K +2,000 New
AIM
977
Athena Investment Management
California
$383K – – –
PSB
978
Passumpsic Savings Bank
Vermont
$382K +$359K +1,989 New
CHA
979
Carmichael Hill & Associates
Maryland
$381K – – –
TWM
980
Thrive Wealth Management
Pennsylvania
$381K -$3.07K -17 -0.8%
AWM
981
Angeles Wealth Management
California
$380K – – –
EPM
982
Elm Partners Management
Pennsylvania
$378K +$356K +1,972 New
WFA
983
West Financial Advisors
Iowa
$377K – – –
SBIA
984
Sheaff Brock Investment Advisors
Indiana
$377K -$44.6K -247 -11%
DCM
985
DGS Capital Management
New Jersey
$376K +$52.7K +292 +18%
OFS
986
OneAscent Financial Services
Alabama
$375K +$51.4K +285 +17%
EWM
987
Evercore Wealth Management
New York
$373K – – –
VA
988
Valmark Advisers
Ohio
$372K +$12.5K +69 +4%
AWC
989
Adamsbrown Wealth Consultants
Kansas
$371K – – –
SC
990
Sapient Capital
Indiana
$371K +$6.5K +36 +2%
AP
991
Appleton Partners
Massachusetts
$370K -$18K -100 -5%
MIM
992
Marco Investment Management
Georgia
$369K – – –
WBCM
993
Wilson & Boucher Capital Management
California
$369K +$347K +1,921 New
MMHP
994
Murphy Middleton Hinkle & Parker
Georgia
$368K +$1.99K +11 +0.6%
C
995
Certuity
Florida
$365K +$343K +1,903 New
CFS
996
CGC Financial Services
Oregon
$365K – – –
CAM
997
Cidel Asset Management
Ontario, Canada
$365K – – –
CAC
998
Certified Advisory Corp
Florida
$364K -$55.9K -310 -14%
TH
999
Team Hewins
California
$364K -$67.1K -372 -16%
AWM
1000
Austin Wealth Management
Texas
$362K -$4.15K -23 -1%
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40
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