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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1026
Highview Capital Management
Illinois
$615K +$589K +2,531 New
AF
1027
Apollon Financial
South Carolina
$614K -$34.9K -150 -6%
WIC
1028
Woodmont Investment Counsel
Tennessee
$613K – – –
AWP
1029
Axis Wealth Partners
Rhode Island
$610K -$26.8K -115 -4%
LHEI
1030
Leo H. Evart Inc
California
$609K +$3.49K +15 +0.6%
MWM
1031
McMill Wealth Management
Nebraska
$606K -$6.51K -28 -1%
FIC
1032
Family Investment Center
Missouri
$604K +$1.63K +7 +0.3%
PCG
1033
Prosperity Consulting Group
Maryland
$601K +$3.95K +17 +0.7%
DWM
1034
DeLarme Wealth Management
California
$599K – – –
HAG
1035
HighPoint Advisor Group
Illinois
$598K +$6.51K +28 +1%
PWP
1036
Precedent Wealth Partners
Texas
$592K +$4.42K +19 +0.8%
FCP
1037
Fidelis Capital Partners
Florida
$591K +$43.3K +186 +8%
SA
1038
Sovran Advisors
California
$588K +$251K +1,078 +83%
BBA
1039
BLB&B Advisors
Pennsylvania
$588K -$82.3K -354 -13%
TCM
1040
Triumph Capital Management
Colorado
$586K -$95.4K -410 -15%
NAMNJ
1041
NorthStar Asset Management (New Jersey)
New Jersey
$585K +$15.8K +68 +3%
CWM
1042
Collaborative Wealth Management
Florida
$585K -$46.5K -200 -8%
BWP
1043
Burling Wealth Partners
Illinois
$585K +$27K +116 +5%
CFP
1044
Cascade Financial Partners
California
$584K – – –
KCFA
1045
Key Client Fiduciary Advisors
New Jersey
$584K -$15.1K -65 -3%
DWT
1046
Dorsey & Whitney Trust
South Dakota
$583K -$4.42K -19 -0.8%
RI
1047
Rinkey Investments
California
$581K – – –
TFGT
1048
TS Financial Group (TSFG)
Illinois
$581K -$1.4K -6 -0.3%
AI
1049
Accredited Investors
Minnesota
$579K +$93K +400 +20%
MPW
1050
MASECO Private Wealth
$579K +$336K +1,446 +154%
40 41
42
43 44