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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1151
Marco Investment Management
Georgia
$348K +$7.16K +35 +2%
JCM
1152
Jag Capital Management
Missouri
$345K -$15.3K -75 -4%
BP
1153
BWM Planning
Texas
$345K +$409 +2 +0.1%
NEPWA
1154
New England Private Wealth Advisors
Massachusetts
$341K – – –
SB
1155
Semitam Bonam
New York
$340K – – –
WCWM
1156
Willow Creek Wealth Management
California
$340K +$23.7K +116 +8%
FB
1157
Finward Bancorp
Indiana
$339K -$108K -530 -25%
PWMAG
1158
Pinnacle Wealth Management Advisory Group
New Jersey
$339K – – –
AC
1159
Annandale Capital
Texas
$339K – – –
AWM
1160
Austin Wealth Management
Texas
$339K +$40.1K +196 +14%
TA
1161
TPG Advisors
Illinois
$337K – – –
IIA
1162
Integral Investment Advisors
California
$336K -$111K -543 -25%
WJA
1163
Willis Johnson & Associates
Texas
$336K – – –
AA
1164
Argent Advisors
Louisiana
$334K – – –
EFG
1165
Ethos Financial Group
Pennsylvania
$332K -$57.9K -283 -15%
CP
1166
Camelot Portfolios
Ohio
$332K -$31.7K -155 -9%
UPS
1167
UHLMANN PRICE SECURITIES
Illinois
$332K +$45.8K +224 +16%
TH
1168
Team Hewins
California
$331K – – –
1SB
1169
1ST Source Bank
Indiana
$330K – – –
AP
1170
Appleton Partners
Massachusetts
$326K – – –
CB
1171
Centennial Bank
Arkansas
$326K – – –
FA
1172
Flagstar Advisors
New York
$325K -$860K -4,208 -73%
RC
1173
Rovin Capital
Arizona
$325K – – –
SFA
1174
Salus Financial Advisors
Colorado
$325K – – –
CCMG
1175
Clark Capital Management Group
Pennsylvania
$324K +$14.1K +69 +5%
45 46
47
48 49