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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
1226
Sage Financial Management Group
Virginia
$278K -$7.03K -38 -3%
KFGK
1227
Keystone Financial Group (Kentucky)
Kentucky
$277K -$94.6K -511 -26%
DWM
1228
DecisionMap Wealth Management
Virginia
$277K -$17K -92 -6%
HCM
1229
Hollencrest Capital Management
California
$277K +$263K +1,421 New
YWM
1230
Yoder Wealth Management
California
$276K – – –
GLA
1231
Good Life Advisors
Pennsylvania
$276K +$5.18K +28 +2%
BC
1232
Burney Company
Virginia
$275K -$73.3K -396 -22%
CAM
1233
Creekmur Asset Management
Illinois
$274K – – –
BLFG
1234
Brian Low Financial Group
Louisiana
$274K +$260K +1,406 New
KCM
1235
Kanawha Capital Management
Virginia
$274K – – –
HAS
1236
Holland Advisory Services
Florida
$274K – – –
EK
1237
Evensky & Katz
Florida
$273K -$7.4K -40 -3%
FC
1238
Forte Capital
New York
$273K +$259K +1,399 New
IC
1239
Iconiq Capital
California
$273K -$3.89K -21 -1%
WHCI
1240
W.H. Cornerstone Investments
Massachusetts
$272K – – –
GWANC
1241
Guardian Wealth Advisors (North Carolina)
North Carolina
$269K – – –
MIA
1242
Milestone Investment Advisors
Wisconsin
$266K -$106K -573 -30%
UPS
1243
UHLMANN PRICE SECURITIES
Illinois
$266K -$31.1K -168 -11%
WAG
1244
Winthrop Advisory Group
Massachusetts
$263K +$27K +146 +12%
GHAM
1245
Gilman Hill Asset Management
Connecticut
$263K -$18.5K -100 -7%
GSWM
1246
Golden State Wealth Management
California
$263K -$44.6K -241 -15%
PPC
1247
Pennington Partners & Co
Maryland
$262K -$9.81K -53 -4%
RCAG
1248
Rehmann Capital Advisory Group
Michigan
$262K +$185 +1 +0.1%
CNTOF
1249
Canandaigua National Trust of Florida
New York
$261K -$67K -362 -21%
PCM
1250
Passive Capital Management
Maryland
$260K – – –
48 49
50
51 52