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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1251
Lynx Investment Advisory
District of Columbia
$57.5K +$58.2K +315 New
VAMG
1252
Voisard Asset Management Group
Michigan
$54.8K +$55.4K +300 New
KFP
1253
Keener Financial Planning
Texas
$53K – – –
TIM
1254
Thompson Investment Management
Wisconsin
$52.6K – – –
AWM
1255
Abound Wealth Management
Tennessee
$51.5K +$11.5K +62 +28%
PCFFS
1256
Pacific Center for Financial Services
California
$50.6K – – –
DMIC
1257
Dixon Mitchell Investment Counsel
British Columbia, Canada
$49.6K -$5.54K -30 -10%
SIS
1258
Sound Income Strategies
Florida
$48.8K +$41.9K +227 +554%
IWP
1259
IAG Wealth Partners
Wisconsin
$46.5K – – –
AAG
1260
Armstrong Advisory Group
Massachusetts
$46.4K +$7.39K +40 +19%
FAM
1261
Family Asset Management
South Carolina
$46K +$46.6K +252 New
MLA
1262
MB, Levis & Associates
Pennsylvania
$45.8K +$30.5K +165 +192%
AWM
1263
Activest Wealth Management
Florida
$45.6K +$35.8K +194 +346%
CIAS
1264
CBIZ Investment Advisory Services
Ohio
$45.3K – – –
ITIM
1265
Indiana Trust & Investment Management
Indiana
$44.7K -$8.87K -48 -16%
PCM
1266
Perritt Capital Management
Illinois
$42.6K +$185 +1 +0.4%
HCM
1267
Horrell Capital Management
Arkansas
$42K – – –
T
1268
Tidemark
California
$42K -$43.6K -236 -51%
JHCP
1269
Jackson Hole Capital Partners
Oklahoma
$39.2K – – –
ACA
1270
American Capital Advisory
Idaho
$39.2K -$6.65K -36 -14%
EW
1271
Element Wealth
Mississippi
$39K – – –
CSWG
1272
Cardinal Strategic Wealth Guidance
Kentucky
$38.3K – – –
PPC
1273
Park Place Capital
Alabama
$37.5K – – –
VWM
1274
Venturi Wealth Management
Texas
$36.2K – – –
OCM
1275
Orion Capital Management
California
$35.8K -$15.1K -82 -29%
49 50
51
52 53