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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1026
FWG Investments
Kentucky
$456K +$432K +2,336 New
RRA
1027
Round Rock Advisors
Connecticut
$455K – – –
CTA
1028
Camelot Technology Advisors
California
$454K – – –
WFA
1029
West Financial Advisors
Iowa
$453K +$86.4K +467 +25%
EWP
1030
Elevation Wealth Partners
California
$452K -$21.5K -116 -5%
NFP
1031
Narus Financial Partners
Utah
$452K +$35.5K +192 +9%
MA
1032
Montag & Associates
Georgia
$452K -$232K -1,252 -35%
NAMNJ
1033
NorthStar Asset Management (New Jersey)
New Jersey
$452K +$33.7K +182 +9%
CIC
1034
Carnegie Investment Counsel
Ohio
$451K -$24.1K -130 -5%
SCA
1035
STALEY CAPITAL ADVISERS
Pennsylvania
$451K – – –
CPWM
1036
Cypress Point Wealth Management
Texas
$450K – – –
TMWM
1037
Taylor & Morgan Wealth Management
Michigan
$449K – – –
CT
1038
Colonial Trust
South Carolina
$446K -$37.8K -204 -8%
FCP
1039
Fidelis Capital Partners
Florida
$445K – – –
BBA
1040
BLB&B Advisors
Pennsylvania
$445K +$19.1K +103 +5%
AWM
1041
Ariadne Wealth Management
California
$443K -$55K -297 -12%
CPP
1042
Capasso Planning Partners
South Carolina
$440K -$187K -1,012 -31%
BMCM
1043
Bryn Mawr Capital Management
Pennsylvania
$438K +$11.7K +63 +3%
DWM
1044
Dakota Wealth Management
Florida
$437K -$52.2K -282 -11%
FH
1045
Financial Harvest
Florida
$434K +$412K +2,228 New
FDDB
1046
Fidelity D&D Bancorp
Pennsylvania
$434K -$532K -2,875 -56%
IIA
1047
IPG Investment Advisors
California
$433K – – –
BPC
1048
Bearing Point Capital
Minnesota
$429K +$407K +2,200 New
RIM
1049
Redwood Investment Management
Arizona
$427K +$405K +2,190 New
LL
1050
LPWM LLC
Minnesota
$421K +$127K +688 +47%
40 41
42
43 44