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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1151
First Heartland Consultants
Missouri
$330K -$45K -219 -12%
WAM
1152
WNY Asset Management
New York
$329K +$56.5K +275 +20%
GSWM
1153
Golden State Wealth Management
California
$329K +$341K +1,660 New
SAM
1154
SignalPoint Asset Management
Missouri
$328K -$88.9K -433 -21%
BP
1155
BWM Planning
Texas
$327K +$7.18K +35 +2%
UL
1156
Unionview LLC
Washington
$327K +$1.23K +6 +0.4%
HBW
1157
Hazlett, Burt & Watson
West Virginia
$325K -$4.72K -23 -1%
KPWM
1158
KDK Private Wealth Management
Texas
$325K +$336K +1,638 New
MCM
1159
Mattern Capital Management
Colorado
$325K – – –
WJA
1160
Willis Johnson & Associates
Texas
$323K – – –
AC
1161
Annandale Capital
Texas
$322K – – –
HCA
1162
Heck Capital Advisors
Wisconsin
$322K +$333K +1,623 New
NEPWA
1163
New England Private Wealth Advisors
Massachusetts
$320K +$1.85K +9 +0.6%
FMWA
1164
Forvis Mazars Wealth Advisors
Missouri
$320K +$49.3K +240 +17%
CAS
1165
Coppell Advisory Solutions
Texas
$320K -$2.26K -11 -0.7%
MA
1166
MAS Advisors
Florida
$319K – – –
KCM
1167
Kanawha Capital Management
Virginia
$318K -$9.24K -45 -3%
IA
1168
Inspire Advisors
Idaho
$318K -$104K -507 -24%
1SB
1169
1ST Source Bank
Indiana
$315K +$1.44K +7 +0.4%
AIM
1170
AMI Investment Management
Indiana
$315K -$11.7K -57 -3%
CI
1171
Ceera Investments
Texas
$315K – – –
CCMG
1172
Clark Capital Management Group
Pennsylvania
$314K +$30.2K +147 +10%
RC
1173
Rovin Capital
Arizona
$314K – – –
AWA
1174
Amplius Wealth Advisors
Pennsylvania
$314K – – –
LL
1175
LPWM LLC
Minnesota
$314K -$12.1K -59 -4%
45 46
47
48 49