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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1051
Sterling Investment Counsel
New York
$350K -$577 -3 -0.2%
GC
1052
Guidance Capital
Kentucky
$349K +$77.9K +405 +31%
AWM
1053
Austin Wealth Management
Texas
$349K -$5K -26 -1%
OPPS
1054
Obsidian Personal Planning Solutions
Maryland
$348K -$5.38K -28 -2%
JCM
1055
Jag Capital Management
Missouri
$347K – – –
TIM
1056
Total Investment Management
Arizona
$345K -$5.58K -29 -2%
CWA
1057
CM Wealth Advisors
Ohio
$344K – – –
NA
1058
Nottingham Advisors
New York
$343K +$328K +1,706 New
FCA
1059
Fortis Capital Advisors
Kansas
$342K +$328K +1,704 New
CNTOF
1060
Canandaigua National Trust of Florida
New York
$342K +$327K +1,701 New
MWM
1061
Melfa Wealth Management
Massachusetts
$341K -$22.5K -117 -6%
WTA
1062
Washington Trust Advisors
Massachusetts
$338K -$104K -541 -24%
MIM
1063
Marco Investment Management
Georgia
$336K – – –
TFGT
1064
TS Financial Group (TSFG)
Illinois
$334K -$11.9K -62 -4%
TSMHT
1065
Thurston Springer Miller Herd & Titak
Indiana
$332K +$48.1K +250 +18%
KCM
1066
Kanawha Capital Management
Virginia
$331K – – –
HBW
1067
Hazlett, Burt & Watson
West Virginia
$331K -$8.84K -46 -3%
AIM
1068
AMI Investment Management
Indiana
$331K -$111K -579 -26%
UL
1069
Unionview LLC
Washington
$330K +$3.85K +20 +1%
MCM
1070
Mattern Capital Management
Colorado
$329K – – –
SWA
1071
Sax Wealth Advisors
New Jersey
$329K -$65K -338 -17%
WJA
1072
Willis Johnson & Associates
Texas
$327K – – –
CAS
1073
Coppell Advisory Solutions
Texas
$326K +$2.31K +12 +0.7%
AC
1074
Annandale Capital
Texas
$326K -$2.88K -15 -0.9%
LL
1075
LPWM LLC
Minnesota
$324K -$14.2K -74 -4%
41 42
43
44 45