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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1126
Dearborn Partners
Illinois
$316K -$45.4K -230 -12%
CCMG
1127
Clark Capital Management Group
Pennsylvania
$315K +$20.5K +104 +7%
HFA
1128
Hippocratic Financial Advisors
California
$313K – – –
MWM
1129
Melfa Wealth Management
Massachusetts
$312K +$395 +2 +0.1%
HB
1130
Horizon Bancorp
Indiana
$311K -$1.21M -6,104 -79%
AWM
1131
Accel Wealth Management
Iowa
$310K +$29.4K +149 +10%
OPPS
1132
Obsidian Personal Planning Solutions
Maryland
$310K -$5.33K -27 -2%
BP
1133
BWM Planning
Texas
$308K +$198 +1 +0.1%
WCM
1134
WealthTrak Capital Management
Virginia
$306K -$17.6K -89 -5%
WG
1135
Wealth Group
North Carolina
$306K +$41.1K +208 +14%
KPWM
1136
KDK Private Wealth Management
Texas
$305K – – –
MIM
1137
Marco Investment Management
Georgia
$304K -$7.9K -40 -2%
AWM
1138
Austin Wealth Management
Texas
$304K -$285K -1,442 -46%
PIN
1139
Prudent Investors Network
California
$303K +$109K +553 +51%
AP
1140
Appleton Partners
Massachusetts
$303K -$36.1K -183 -10%
AC
1141
Annandale Capital
Texas
$303K – – –
NEPWA
1142
New England Private Wealth Advisors
Massachusetts
$303K +$2.17K +11 +0.7%
GKWIM
1143
Gerber Kawasaki Wealth & Investment Management
California
$301K -$14K -71 -4%
WJA
1144
Willis Johnson & Associates
Texas
$300K -$3.95K -20 -1%
WAM
1145
WNY Asset Management
New York
$300K -$10.5K -53 -3%
MA
1146
MAS Advisors
Florida
$300K – – –
VIA
1147
Victrix Investment Advisors
Florida
$299K +$317K +1,607 New
FMTC
1148
Farmers & Merchants Trust Company
California
$299K -$53.9K -273 -15%
BF
1149
Bonfire Financial
Colorado
$298K -$51.2K -259 -14%
AA
1150
Argent Advisors
Louisiana
$298K +$15K +76 +5%
44 45
46
47 48