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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1201
Fourth Dimension Wealth
Ohio
$301K -$17.2K -84 -5%
SFG
1202
Snider Financial Group
Washington
$300K – – –
LCM
1203
Lazari Capital Management
California
$300K +$1.23K +6 +0.4%
PEA
1204
Park Edge Advisors
Ohio
$299K -$34.6K -169 -11%
BF
1205
Bonfire Financial
Colorado
$298K -$35.4K -173 -11%
CRC
1206
Curi RMB Capital
Illinois
$298K +$28.6K +140 +11%
SFMG
1207
Sage Financial Management Group
Virginia
$298K – – –
IA
1208
Inspire Advisors
Idaho
$298K -$9.61K -47 -3%
SA
1209
Sovran Advisors
California
$298K +$71.2K +348 +32%
HIS
1210
Horizon Investment Services
Indiana
$297K -$12.3K -60 -4%
DWM
1211
DecisionMap Wealth Management
Virginia
$296K -$409 -2 -0.1%
HCM
1212
Hollencrest Capital Management
California
$296K -$204 -1 -0.1%
GWSG
1213
GPS Wealth Strategies Group
Colorado
$296K -$62.4K -305 -18%
RBFC
1214
Roman Butler Fullerton & Co
Missouri
$296K +$6.95K +34 +2%
YWM
1215
Yoder Wealth Management
California
$296K – – –
HAS
1216
Holland Advisory Services
Florida
$295K +$1.23K +6 +0.4%
HAP
1217
Harbor Asset Planning
Massachusetts
$294K -$23.1K -113 -7%
EK
1218
Evensky & Katz
Florida
$293K +$1.23K +6 +0.4%
WHCI
1219
W.H. Cornerstone Investments
Massachusetts
$292K +$1.43K +7 +0.5%
PFG
1220
PAX Financial Group
Texas
$292K -$29.9K -146 -9%
IC
1221
Iconiq Capital
California
$292K – – –
CAM
1222
Creekmur Asset Management
Illinois
$290K -$3.88K -19 -1%
IAIM
1223
International Assets Investment Management
Florida
$289K – – –
VCM
1224
Vivaldi Capital Management
Illinois
$289K -$295K -1,443 -51%
MIA
1225
Milestone Investment Advisors
Wisconsin
$285K – – –
47 48
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