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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1126
Cutler Investment Counsel
Oregon
$352K +$1.85K +10 +0.6%
FIA
1127
Foundations Investment Advisors
Arizona
$352K -$2.06M -11,135 -86%
C1AG
1128
Client 1st Advisory Group
Florida
$352K – – –
CB
1129
Cadence Bank
Mississippi
$352K +$926 +5 +0.3%
SA
1130
Strategic Advisors
New York
$349K -$854K -4,615 -72%
UFA
1131
Uptown Financial Advisors
Texas
$349K – – –
CA
1132
CoreCap Advisors
Michigan
$346K -$85K -459 -21%
AI
1133
Accredited Investors
Minnesota
$345K -$64.4K -348 -16%
CCG
1134
Coastwise Capital Group
California
$344K – – –
WCM
1135
WealthTrak Capital Management
Virginia
$342K +$20.7K +112 +7%
CAM
1136
Cidel Asset Management
Ontario, Canada
$341K – – –
ETC
1137
Exchange Traded Concepts
Oklahoma
$341K +$324K +1,748 New
CP
1138
Camelot Portfolios
Ohio
$340K -$14.1K -76 -4%
CWM
1139
Centurion Wealth Management
Virginia
$340K +$322K +1,742 New
GWM
1140
Grand Wealth Management
Michigan
$339K -$7.96K -43 -2%
AWM
1141
Accurate Wealth Management
Florida
$339K +$10K +54 +3%
SRC
1142
Sage Rhino Capital
California
$338K +$321K +1,735 New
JCM
1143
Jag Capital Management
Missouri
$337K – – –
MA
1144
MAS Advisors
Florida
$337K +$22.6K +122 +8%
A
1145
Argentarii
Ohio
$337K +$33.5K +181 +12%
GWSG
1146
GPS Wealth Strategies Group
Colorado
$336K -$17.4K -94 -5%
OPPS
1147
Obsidian Personal Planning Solutions
Maryland
$336K – – –
BWM
1148
Benchmark Wealth Management
Connecticut
$334K -$23.1K -125 -7%
EWM
1149
Evercore Wealth Management
New York
$334K – – –
WAM
1150
WNY Asset Management
New York
$333K +$18.5K +100 +6%
44 45
46
47 48