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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1176
GatePass Capital
Ohio
$314K +$325K +1,583 New
SAM
1177
Smartleaf Asset Management
Massachusetts
$314K +$48.7K +237 +18%
DFG
1178
Delta Financial Group
New Jersey
$312K +$323K +1,573 New
DWM
1179
DecisionMap Wealth Management
Virginia
$310K +$321K +1,566 New
SFA
1180
Salus Financial Advisors
Colorado
$310K +$321K +1,564 New
CT
1181
Colonial Trust
South Carolina
$307K +$15.8K +77 +5%
GJWM
1182
Gilliland Jeter Wealth Management
Arkansas
$304K – – –
MPCL
1183
My Personal CFO LLC
Washington
$304K +$1.44K +7 +0.5%
AA
1184
Argent Advisors
Louisiana
$302K – – –
UPS
1185
UHLMANN PRICE SECURITIES
Illinois
$301K +$1.85K +9 +0.6%
AWM
1186
Accel Wealth Management
Iowa
$300K +$66.1K +322 +27%
RCP
1187
Rothschild Capital Partners
New York
$299K -$11.1K -54 -3%
WGCA
1188
Wolf Group Capital Advisors
Virginia
$299K – – –
BWP
1189
Barlow Wealth Partners
Kentucky
$299K – – –
SPWM
1190
Schrum Private Wealth Management
Florida
$298K -$309K -1,504 -50%
HGERS
1191
Householder Group Estate & Retirement Specialist
Arizona
$298K -$15.2K -74 -5%
SAM
1192
Summit Asset Management
Tennessee
$297K – – –
EG
1193
Ellerson Group
Maryland
$297K +$103K +500 +50%
RSWA
1194
Robinson Smith Wealth Advisors
Maine
$297K – – –
HIS
1195
Horizon Investment Services
Indiana
$297K – – –
APW
1196
Axim Planning & Wealth
Ohio
$297K +$308K +1,498 New
WCWM
1197
Willow Creek Wealth Management
California
$294K – – –
PWP
1198
Perfromance Wealth Partners
Illinois
$293K +$3.69K +18 +1%
RBC
1199
Romano Brothers & Co
Illinois
$292K – – –
HL
1200
HeadInvest LLC
Maine
$292K +$77K +375 +34%
46 47
48
49 50