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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
976
Silver Oak Advisory Group
Oregon
$608K – – –
LWM
977
LJI Wealth Management
Indiana
$608K – – –
CMMS
978
Comprehensive Money Management Services
Florida
$606K – – –
AWP
979
Axis Wealth Partners
Rhode Island
$606K -$18.6K -89 -3%
GFL
980
Granite FO LLC
New Hampshire
$601K +$6.28K +30 +1%
FWA
981
FSM Wealth Advisors
Ohio
$600K +$15.3K +73 +3%
DWT
982
Dorsey & Whitney Trust
South Dakota
$593K +$60.5K +289 +12%
TAM
983
Townsend Asset Management
North Carolina
$593K -$209 -1 -0%
SFPG
984
Stonebridge Financial Planning Group
Florida
$592K -$10.3K -49 -2%
GGI
985
Godsey & Gibb Inc
Virginia
$592K +$1.05K +5 +0.2%
FI
986
FWG Investments
Kentucky
$592K +$19.5K +93 +3%
ATWA
987
Arbor Trust Wealth Advisors
Michigan
$592K -$632K -3,020 -52%
SIC
988
Sage Investment Counsel
Tennessee
$589K -$20.7K -99 -3%
EFL
989
ERn Financial LLC
Wisconsin
$589K – – –
PA
990
Procyon Advisors
Connecticut
$587K +$60.9K +291 +12%
EAM
991
Empirical Asset Management
Massachusetts
$586K – – –
TBFA
992
Three Bearings Fiduciary Advisors
New Hampshire
$584K +$549K +2,620 New
GT
993
GreatBanc Trust
Illinois
$583K -$72.2K -345 -11%
SCM
994
SCS Capital Management
Massachusetts
$583K -$31.2K -149 -5%
GGS
995
Galvin Gaustad & Stein
Arizona
$582K -$13.6K -65 -2%
PW
996
Potentia Wealth
California
$580K – – –
PTC
997
Private Trust Company
Ohio
$577K +$25.3K +121 +5%
IAG
998
Investmark Advisory Group
Connecticut
$576K +$1.05K +5 +0.2%
WAG
999
Windsor Advisory Group
Ohio
$576K – – –
SWM
1000
Selective Wealth Management
Virginia
$573K +$4.4K +21 +0.8%
38 39
40
41 42