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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CASC
1026
Coppell Advisory Solutions Corp
Texas
$223K +$224K +1,405 New
CB
1027
Community Bank
New York
$222K – – –
DCM
1028
DGS Capital Management
New Jersey
$221K +$222K +1,394 New
SFG
1029
StrategIQ Financial Group
Indiana
$221K -$15.9K -100 -7%
SAM
1030
Smithbridge Asset Management
Pennsylvania
$220K +$221K +1,385 New
KWS
1031
Keystone Wealth Services
California
$218K +$219K +1,375 New
OWP
1032
Obermeyer Wealth Partners
Colorado
$218K +$218K +1,371 New
LWP
1033
Lumature Wealth Partners
Georgia
$217K -$19.6K -123 -8%
KFI
1034
Key Financial Inc
Pennsylvania
$217K – – –
MIA
1035
Milestone Investment Advisors
Wisconsin
$215K +$215K +1,351 New
WCAMG
1036
Woodard & Company Asset Management Group
North Carolina
$214K -$41.4K -260 -16%
GWM
1037
Gray Wealth Management
Maine
$214K +$215K +1,349 New
FHC
1038
First Heartland Consultants
Missouri
$214K -$9.87K -62 -4%
SFMG
1039
Sage Financial Management Group
Virginia
$212K +$212K +1,334 New
VWA
1040
V Wealth Advisors
Kansas
$210K +$211K +1,324 New
LWM
1041
LJI Wealth Management
Indiana
$210K +$211K +1,324 New
VBWMG
1042
Von Berge Wealth Management Group
California
$210K +$196K +1,229 New
HCA
1043
Harbour Capital Advisors
Virginia
$209K +$210K +1,322 New
VVP
1044
Venture Visionary Partners
Ohio
$208K +$209K +1,312 New
SCM
1045
Shelton Capital Management
Colorado
$208K -$28.7K -180 -12%
WP
1046
Westmount Partners
California
$208K +$208K +1,309 New
SCM
1047
Sebold Capital Management
Illinois
$208K +$208K +1,308 New
RCAG
1048
Rehmann Capital Advisory Group
Michigan
$206K +$207K +1,299 New
RMDI
1049
R.M. Davis Inc
Maine
$206K +$207K +1,299 New
FFA
1050
First Foundation Advisors
California
$206K +$206K +1,297 New
40 41
42
43 44