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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1126
HBK Sorce Advisory
Pennsylvania
$372K -$67.5K -330 -16%
WCM
1127
WealthTrak Capital Management
Virginia
$372K +$5.32K +26 +1%
BA
1128
Brightwater Advisory
Florida
$371K -$15.7K -77 -4%
TC
1129
TownSquare Capital
Utah
$367K -$169K -827 -32%
SRC
1130
Sage Rhino Capital
California
$366K +$3.27K +16 +0.9%
CAM
1131
Cidel Asset Management
Ontario, Canada
$365K – – –
FTWA
1132
Fifth Third Wealth Advisors
Ohio
$365K -$42.7K -209 -11%
GWM
1133
Grand Wealth Management
Michigan
$363K – – –
MA
1134
MAS Advisors
Florida
$361K – – –
WI
1135
WrapManager Inc
California
$361K -$472K -2,309 -57%
DT
1136
Diversified Trust
Tennessee
$359K +$7.57K +37 +2%
ETC
1137
Exchange Traded Concepts
Oklahoma
$358K -$6.54K -32 -2%
OPAM
1138
Ocean Park Asset Management
California
$358K +$351K +1,716 New
VCA
1139
Verdence Capital Advisors
Maryland
$358K +$18K +88 +5%
CAM
1140
Clark Asset Management
New Hampshire
$358K -$166K -813 -32%
BM
1141
Berman McAleer
Maryland
$358K +$349K +1,707 New
VFPW
1142
Vantage Financial Partners (Wisconsin)
Wisconsin
$358K -$69.3K -339 -17%
EWM
1143
Evercore Wealth Management
New York
$357K – – –
VCP
1144
Vista Capital Partners
Oregon
$357K -$32.1K -157 -8%
OPPS
1145
Obsidian Personal Planning Solutions
Maryland
$356K +$1.02K +5 +0.3%
SWM
1146
Seed Wealth Management
Illinois
$355K -$151K -740 -30%
SPW
1147
Sonoma Private Wealth
California
$354K +$32.3K +158 +10%
MWM
1148
Melfa Wealth Management
Massachusetts
$353K – – –
NHT
1149
New Hampshire Trust
New Hampshire
$352K -$33.9K -166 -9%
NAS
1150
Nicolet Advisory Services
Wisconsin
$349K +$204 +1 +0.1%
44 45
46
47 48