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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1076
Keel Point
Alabama
$392K +$5.75K +28 +1%
GC
1077
Guidance Capital
Kentucky
$391K +$39K +190 +11%
SFS
1078
Summit Financial Strategies
Ohio
$390K +$5.34K +26 +1%
PPH
1079
Pure Portfolios Holdings
Oregon
$390K +$19.7K +96 +5%
BA
1080
Brightwater Advisory
Florida
$390K -$14.6K -71 -3%
WTA
1081
Washington Trust Advisors
Massachusetts
$389K +$57.1K +278 +16%
CFP
1082
Cascade Financial Partners
California
$388K +$26.3K +128 +7%
CRC
1083
Curi RMB Capital
Illinois
$387K +$12.5K +61 +3%
RIS
1084
Richmond Investment Services
Wisconsin
$387K +$401K +1,951 New
SC
1085
Stephens Consulting
Michigan
$385K -$2.67K -13 -0.7%
MAS
1086
Meeder Advisory Services
Ohio
$385K -$11.5K -56 -3%
CAC
1087
Certified Advisory Corp
Florida
$384K +$821 +4 +0.2%
AWC
1088
Adamsbrown Wealth Consultants
Kansas
$384K – – –
DP
1089
Dearborn Partners
Illinois
$382K -$44.1K -215 -10%
AA
1090
Apriem Advisors
California
$381K +$128K +623 +48%
WBCM
1091
Wilson & Boucher Capital Management
California
$381K – – –
MMHP
1092
Murphy Middleton Hinkle & Parker
Georgia
$381K – – –
BC
1093
Burney Company
Virginia
$377K -$26.1K -127 -6%
CFS
1094
CGC Financial Services
Oregon
$377K – – –
IFPL
1095
Investments & Financial Planning LLC
Kentucky
$376K +$1.23K +6 +0.3%
SA
1096
Skyline Advisors
Washington
$373K – – –
FMTC
1097
Farmers & Merchants Trust Company
California
$372K – – –
VPF
1098
Vantage Point Financial
Illinois
$371K +$384K +1,873 New
VWM
1099
Venturi Wealth Management
Texas
$370K – – –
CAL
1100
Capital Advisors Ltd
Ohio
$370K – – –
42 43
44
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