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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1201
Trexquant Investment
Connecticut
$224K -$509K -2,648 -70%
RA
1202
Rise Advisors
New York
$224K +$2.12K +11 +1%
GA
1203
Greenspring Advisors
Maryland
$224K – – –
ACM
1204
Advance Capital Management
Michigan
$224K +$769 +4 +0.4%
VF
1205
VitalStone Financial
Texas
$223K +$1.73K +9 +0.8%
OFG
1206
Oxford Financial Group
Indiana
$222K – – –
SMA
1207
Seven Mile Advisory
New Jersey
$222K – – –
RFN
1208
RDA Financial Network
Iowa
$221K – – –
HL
1209
HeadInvest LLC
Maine
$221K +$211K +1,100 New
MFS
1210
Madrona Financial Services
Washington
$221K -$8.07K -42 -4%
PIA
1211
Pinion Investment Advisors
Kansas
$217K +$208K +1,080 New
SA
1212
Stewardship Advisors
Pennsylvania
$217K +$208K +1,080 New
CCWM
1213
Cassaday & Co Wealth Management
Virginia
$217K +$207K +1,079 New
JGIA
1214
Jackson Grant Investment Advisers
Connecticut
$216K +$961 +5 +0.5%
LA
1215
Lifeworks Advisors
Michigan
$216K -$51.7K -269 -20%
PIN
1216
Prudent Investors Network
California
$216K +$207K +1,075 New
CWP
1217
Core Wealth Partners
California
$215K +$206K +1,073 New
CCP
1218
Carmel Capital Partners
California
$214K +$205K +1,065 New
RPWA
1219
Regent Peak Wealth Advisors
Georgia
$212K -$22.3K -116 -10%
ECM
1220
EMC Capital Management
Texas
$211K +$7.17M +37,291 +37,291%
ALWM
1221
Andrews Lucia Wealth Management
California
$211K – – –
OFG
1222
Omega Financial Group
California
$210K +$201K +1,047 New
CCA
1223
Cobblestone Capital Advisors
New York
$210K +$201K +1,046 New
T
1224
TNF
Montana
$209K +$201K +1,044 New
FWA
1225
FSM Wealth Advisors
Ohio
$209K +$200K +1,041 New
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