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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1126
NWF Advisory Services
California
$349K -$71K -346 -16%
CAM
1127
Cidel Asset Management
Ontario, Canada
$349K – – –
CWA
1128
Canvas Wealth Advisors
Kansas
$347K +$360K +1,753 New
SIC
1129
Sterling Investment Counsel
New York
$347K +$2.05K +10 +0.6%
WCM
1130
Weik Capital Management
Pennsylvania
$347K – – –
RMDI
1131
R.M. Davis Inc
Maine
$346K +$358K +1,745 New
GSAM
1132
Grant Street Asset Management
Pennsylvania
$346K +$358K +1,744 New
GWM
1133
Grand Wealth Management
Michigan
$345K – – –
WCM
1134
WealthTrak Capital Management
Virginia
$343K +$356K +1,732 New
JCM
1135
Jag Capital Management
Missouri
$343K – – –
PEA
1136
Park Edge Advisors
Ohio
$342K -$25.5K -124 -7%
PCH
1137
PGIM Custom Harvest
New Jersey
$341K -$6.36K -31 -2%
CP
1138
Camelot Portfolios
Ohio
$341K -$29.8K -145 -8%
TIM
1139
Total Investment Management
Arizona
$341K +$205 +1 +0.1%
EWM
1140
Evercore Wealth Management
New York
$339K -$35.5K -173 -9%
CWA
1141
CM Wealth Advisors
Ohio
$339K – – –
FCA
1142
Fortis Capital Advisors
Kansas
$337K -$1.03K -5 -0.3%
CNTOF
1143
Canandaigua National Trust of Florida
New York
$337K – – –
CCG
1144
Coastwise Capital Group
California
$337K +$38.2K +186 +12%
GKWIM
1145
Gerber Kawasaki Wealth & Investment Management
California
$335K +$16.6K +81 +5%
HFA
1146
Hippocratic Financial Advisors
California
$333K +$344K +1,678 New
AWM
1147
Accurate Wealth Management
Florida
$332K -$16.6K -81 -5%
MWM
1148
Melfa Wealth Management
Massachusetts
$332K -$4.52K -22 -1%
MIM
1149
Marco Investment Management
Georgia
$332K – – –
CDWM
1150
Campbell Deegan Wealth Management
Virginia
$331K +$343K +1,672 New
44 45
46
47 48