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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1026
Community Bank
New York
$223K – – –
FFA
1027
First Foundation Advisors
California
$223K -$86.1K -515 -27%
CAS
1028
Coppell Advisory Solutions
Texas
$223K -$17.1K -102 -7%
SFG
1029
StrategIQ Financial Group
Indiana
$222K – – –
CRC
1030
Curi RMB Capital
Illinois
$222K +$16.9K +101 +8%
FHC
1031
First Heartland Consultants
Missouri
$221K +$3.51K +21 +2%
KWS
1032
Keystone Wealth Services
California
$219K – – –
DP
1033
Dearborn Partners
Illinois
$219K +$229K +1,372 New
RBFC
1034
Roman Butler Fullerton & Co
Missouri
$218K -$22.4K -134 -9%
MRWM
1035
ML&R Wealth Management
Texas
$216K +$226K +1,354 New
MIA
1036
Milestone Investment Advisors
Wisconsin
$215K – – –
WCAMG
1037
Woodard & Company Asset Management Group
North Carolina
$215K – – –
GWM
1038
Gray Wealth Management
Maine
$215K – – –
IAG
1039
Investment Advisory Group
Massachusetts
$214K – – –
WAG
1040
Winthrop Advisory Group
Massachusetts
$213K +$10.7K +64 +5%
LWM
1041
LJI Wealth Management
Indiana
$213K +$334 +2 +0.1%
SFMG
1042
Sage Financial Management Group
Virginia
$213K +$223K +1,334 New
CIAS
1043
Capital Investment Advisory Services
North Carolina
$211K +$42K +251 +23%
AFO
1044
Arrowroot Family Office
California
$211K -$76.4K -457 -26%
RA
1045
Rise Advisors
New York
$211K -$312K -1,864 -58%
WP
1046
Westmount Partners
California
$210K +$502 +3 +0.2%
S
1047
SignatureFD
Georgia
$210K -$61.2K -366 -22%
CA
1048
Claris Advisors
Missouri
$210K +$220K +1,315 New
SCM
1049
Sebold Capital Management
Illinois
$209K – – –
PCM
1050
Passive Capital Management
Maryland
$208K +$219K +1,307 New
40 41
42
43 44