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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
1251
Voisard Asset Management Group
Michigan
$54.8K +$55.4K +300 New
KFP
1252
Keener Financial Planning
Texas
$53K – – –
TIM
1253
Thompson Investment Management
Wisconsin
$52.6K – – –
AWM
1254
Abound Wealth Management
Tennessee
$51.5K +$11.5K +62 +28%
PCFFS
1255
Pacific Center for Financial Services
California
$50.6K – – –
DMIC
1256
Dixon Mitchell Investment Counsel
British Columbia, Canada
$49.6K -$5.54K -30 -10%
SIS
1257
Sound Income Strategies
Florida
$48.8K +$41.9K +227 +554%
IWP
1258
IAG Wealth Partners
Wisconsin
$46.5K – – –
AAG
1259
Armstrong Advisory Group
Massachusetts
$46.4K +$7.39K +40 +19%
FAM
1260
Family Asset Management
South Carolina
$46K +$46.6K +252 New
MLA
1261
MB, Levis & Associates
Pennsylvania
$45.8K +$30.5K +165 +192%
AWM
1262
Activest Wealth Management
Florida
$45.6K +$35.8K +194 +346%
CIAS
1263
CBIZ Investment Advisory Services
Ohio
$45.3K – – –
ITIM
1264
Indiana Trust & Investment Management
Indiana
$44.7K -$8.87K -48 -16%
PCM
1265
Perritt Capital Management
Illinois
$42.6K +$185 +1 +0.4%
HCM
1266
Horrell Capital Management
Arkansas
$42K – – –
T
1267
Tidemark
California
$42K -$43.6K -236 -51%
JHCP
1268
Jackson Hole Capital Partners
Oklahoma
$39.2K – – –
ACA
1269
American Capital Advisory
Idaho
$39.2K -$6.65K -36 -14%
EW
1270
Element Wealth
Mississippi
$39K – – –
CSWG
1271
Cardinal Strategic Wealth Guidance
Kentucky
$38.3K – – –
PPC
1272
Park Place Capital
Alabama
$37.5K – – –
VWM
1273
Venturi Wealth Management
Texas
$36.2K – – –
OCM
1274
Orion Capital Management
California
$35.8K -$15.1K -82 -29%
JFGIW
1275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.4K -$924 -5 -3%
49 50
51
52 53