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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
1026
First Citizens Bank & Trust
North Carolina
$231K +$220K +1,398 New
WHCI
1027
W.H. Cornerstone Investments
Massachusetts
$231K +$1.1K +7 +0.5%
SFG
1028
StrategIQ Financial Group
Indiana
$230K – – –
PWP
1029
Perfromance Wealth Partners
Illinois
$230K +$220K +1,399 New
CA
1030
Claro Advisors
Massachusetts
$230K -$4.25K -27 -2%
SAM
1031
Smithbridge Asset Management
Pennsylvania
$229K – – –
KWS
1032
Keystone Wealth Services
California
$227K – – –
FHC
1033
First Heartland Consultants
Missouri
$226K +$3.78K +24 +2%
MIA
1034
Milestone Investment Advisors
Wisconsin
$223K – – –
WCAMG
1035
Woodard & Company Asset Management Group
North Carolina
$223K – – –
GWM
1036
Gray Wealth Management
Maine
$223K – – –
IAG
1037
Investment Advisory Group
Massachusetts
$222K -$11.3K -72 -5%
LWM
1038
LJI Wealth Management
Indiana
$221K +$1.42K +9 +0.7%
KWMG
1039
King Wealth Management Group
Florida
$220K -$8.82K -56 -4%
WP
1040
Westmount Partners
California
$218K +$472 +3 +0.2%
DWM
1041
Destination Wealth Management
California
$217K +$207K +1,312 New
SCM
1042
Shelton Capital Management
Colorado
$217K – – –
SCM
1043
Sebold Capital Management
Illinois
$216K – – –
LWP
1044
Lumature Wealth Partners
Georgia
$216K -$9.29K -59 -4%
WA
1045
Wealth Advisors
California
$215K – – –
SFC
1046
Strategic Financial Concepts
Texas
$214K -$37.9K -241 -16%
CPG
1047
Cornerstone Planning Group
New Jersey
$214K +$203K +1,292 New
CRC
1048
Curi RMB Capital
Illinois
$214K +$203K +1,291 New
FCH
1049
Freestone Capital Holdings
Washington
$213K -$945 -6 -0.5%
RPG
1050
Resource Planning Group
Georgia
$213K +$203K +1,289 New
40 41
42
43 44