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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1026
Sebold Capital Management
Illinois
$456K -$23K -124 -5%
FI
1027
FWG Investments
Kentucky
$456K +$432K +2,336 New
RRA
1028
Round Rock Advisors
Connecticut
$455K – – –
CTA
1029
Camelot Technology Advisors
California
$454K – – –
WFA
1030
West Financial Advisors
Iowa
$453K +$86.4K +467 +25%
EWP
1031
Elevation Wealth Partners
California
$452K -$21.5K -116 -5%
NFP
1032
Narus Financial Partners
Utah
$452K +$35.5K +192 +9%
MA
1033
Montag & Associates
Georgia
$452K -$232K -1,252 -35%
NAMNJ
1034
NorthStar Asset Management (New Jersey)
New Jersey
$452K +$33.7K +182 +9%
CIC
1035
Carnegie Investment Counsel
Ohio
$451K -$24.1K -130 -5%
SCA
1036
STALEY CAPITAL ADVISERS
Pennsylvania
$451K – – –
CPWM
1037
Cypress Point Wealth Management
Texas
$450K – – –
TMWM
1038
Taylor & Morgan Wealth Management
Michigan
$449K – – –
CT
1039
Colonial Trust
South Carolina
$446K -$37.8K -204 -8%
FCP
1040
Fidelis Capital Partners
Florida
$445K – – –
BBA
1041
BLB&B Advisors
Pennsylvania
$445K +$19.1K +103 +5%
AWM
1042
Ariadne Wealth Management
California
$443K -$55K -297 -12%
CPP
1043
Capasso Planning Partners
South Carolina
$440K -$187K -1,012 -31%
BMCM
1044
Bryn Mawr Capital Management
Pennsylvania
$438K +$11.7K +63 +3%
DWM
1045
Dakota Wealth Management
Florida
$437K -$52.2K -282 -11%
FH
1046
Financial Harvest
Florida
$434K +$412K +2,228 New
FDDB
1047
Fidelity D&D Bancorp
Pennsylvania
$434K -$532K -2,875 -56%
IIA
1048
IPG Investment Advisors
California
$433K – – –
BPC
1049
Bearing Point Capital
Minnesota
$429K +$407K +2,200 New
RIM
1050
Redwood Investment Management
Arizona
$427K +$405K +2,190 New
40 41
42
43 44