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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1126
Coastwise Capital Group
California
$256K +$19.3K +107 +9%
FFA
1127
First Foundation Advisors
California
$255K -$12.5K -69 -5%
RBFC
1128
Roman Butler Fullerton & Co
Missouri
$254K +$180 +1 +0.1%
TCM
1129
TruNorth Capital Management
Michigan
$254K +$239K +1,323 New
SEP
1130
Southland Equity Partners
Missouri
$253K +$22.2K +123 +10%
CAM
1131
Columbia Asset Management
Michigan
$253K – – –
CA
1132
Claris Advisors
Missouri
$252K – – –
SCM
1133
Sebold Capital Management
Illinois
$251K – – –
LPAM
1134
Lodestar Private Asset Management
California
$251K +$5.05K +28 +2%
PCM
1135
Passive Capital Management
Maryland
$251K – – –
DWM
1136
Defined Wealth Management
Oregon
$250K -$119K -658 -34%
HL
1137
HeadInvest LLC
Maine
$249K +$235K +1,300 New
FWM
1138
Fonville Wealth Management
Virginia
$249K +$30.1K +167 +15%
AA
1139
Addison Advisors
Vermont
$249K +$180 +1 +0.1%
GI
1140
Gradient Investments
Minnesota
$248K -$123K -682 -35%
RCP
1141
Rothschild Capital Partners
New York
$244K +$229K +1,270 New
B
1142
BetterWealth
California
$243K +$1.08K +6 +0.5%
CA
1143
Claro Advisors
Massachusetts
$241K -$20.4K -113 -8%
BL
1144
BFSG LLC
California
$241K +$184K +1,022 +439%
IAIM
1145
International Assets Investment Management
Florida
$241K -$1.99K -11 -0.9%
FWA
1146
FSM Wealth Advisors
Ohio
$240K -$91.7K -508 -29%
SVWG
1147
Shared Vision Wealth Group
United States
$239K – – –
CCFM
1148
Clear Creek Financial Management
Washington
$238K +$224K +1,241 New
KFI
1149
Key Financial Inc
Pennsylvania
$238K – – –
NEPWA
1150
New England Private Wealth Advisors
Massachusetts
$236K +$1.08K +6 +0.5%
44 45
46
47 48