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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1126
GreatBanc Trust
Illinois
$497K -$80.3K -345 -14%
CCM
1127
Compass Capital Management
Minnesota
$494K – – –
PWM
1128
Provident Wealth Management
Tennessee
$494K +$10.7K +46 +2%
MMHP
1129
Murphy Middleton Hinkle & Parker
Georgia
$492K – – –
CI
1130
Ceera Investments
Texas
$491K -$16.5K -71 -3%
SDJVC
1131
St. Denis J. Villere & Co
Louisiana
$491K – – –
RFS
1132
Retirement Financial Solutions
Tennessee
$491K +$2.09K +9 +0.4%
WBCM
1133
Wilson & Boucher Capital Management
California
$491K – – –
EWP
1134
Elevation Wealth Partners
California
$491K -$4.88K -21 -1%
CCMG
1135
Clark Capital Management Group
Pennsylvania
$489K +$91K +391 +24%
BCA
1136
Ballentine Capital Advisors
South Carolina
$488K -$3.49K -15 -0.7%
BAM
1137
Bosun Asset Management
Illinois
$486K – – –
RG
1138
Rathbones Group
United Kingdom
$486K – – –
CA
1139
CoreCap Advisors
Michigan
$483K +$233 +1 +0.1%
VCP
1140
Verus Capital Partners
Arizona
$481K -$2.22M -9,547 -83%
AIA
1141
AssuredPartners Investment Advisors
Florida
$481K +$460K +1,979 New
SSCA
1142
South Shore Capital Advisors
Massachusetts
$481K – – –
FMWA
1143
Forvis Mazars Wealth Advisors
Missouri
$480K +$233 +1 +0.1%
TL
1144
Tradewinds LLC
North Carolina
$479K +$3.8M +16,331 +1,261%
FFM
1145
Forum Financial Management
Illinois
$479K +$209K +898 +84%
C1AG
1146
Client 1st Advisory Group
Florida
$478K +$4.88K +21 +1%
GAM
1147
Gemmer Asset Management
California
$478K +$930 +4 +0.2%
HCM
1148
Hall Capital Management
Rhode Island
$477K -$936K -4,023 -67%
AWC
1149
Adamsbrown Wealth Consultants
Kansas
$475K – – –
WKWM
1150
Walter & Keenan Wealth Management
Indiana
$475K +$1.86K +8 +0.4%
44 45
46
47 48