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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1226
Cambria Investment Management
California
$393K +$376K +1,616 New
GKWIM
1227
Gerber Kawasaki Wealth & Investment Management
California
$390K -$3.95K -17 -1%
NHT
1228
New Hampshire Trust
New Hampshire
$388K -$29.5K -127 -7%
AFA
1229
AA Financial Advisors
Ohio
$387K +$28.4K +122 +8%
MIM
1230
Marco Investment Management
Georgia
$387K – – –
GC
1231
Guidance Capital
Kentucky
$387K -$22.1K -95 -6%
1SB
1232
1ST Source Bank
Indiana
$385K – – –
TH
1233
Team Hewins
California
$384K +$44.7K +192 +14%
VPF
1234
Vantage Point Financial
Illinois
$382K +$9.07K +39 +3%
DG
1235
Dala Group
Illinois
$382K -$239K -1,029 -40%
NC
1236
North Capital
Utah
$382K +$1.63K +7 +0.4%
CCFM
1237
Clear Creek Financial Management
Washington
$382K -$106K -456 -22%
CPP
1238
Capasso Planning Partners
South Carolina
$381K +$233 +1 +0.1%
PWM
1239
Penobscot Wealth Management
Maine
$380K -$30.7K -132 -8%
RIS
1240
Richmond Investment Services
Wisconsin
$379K -$515K -2,216 -59%
MAMG
1241
Milestone Asset Management Group
Connecticut
$377K +$4.19K +18 +1%
APW
1242
Axim Planning & Wealth
Ohio
$376K +$29.3K +126 +9%
CAM
1243
Columbia Asset Management
Michigan
$374K -$7.44K -32 -2%
KFGK
1244
Keystone Financial Group (Kentucky)
Kentucky
$374K -$6.75K -29 -2%
IF
1245
Integrity Financial
Wyoming
$373K – – –
GJWM
1246
Gilliland Jeter Wealth Management
Arkansas
$373K – – –
RPSA
1247
Richard P. Slaughter Associates
Texas
$372K -$70.7K -304 -17%
BF
1248
Bonfire Financial
Colorado
$369K +$10.7K +46 +3%
BWS
1249
BCR Wealth Strategies
Alabama
$368K -$93.5K -402 -21%
EB
1250
Eastern Bank
Massachusetts
$367K -$17.2K -74 -5%
48 49
50
51 52