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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1251
Park Place Capital
Alabama
$229K +$198 +1 +0.1%
CWM
1252
Connecticut Wealth Management
Connecticut
$228K +$242K +1,224 New
IDA
1253
Intelligence Driven Advisers
California
$226K +$6.72K +34 +3%
LRPA
1254
L. Roy Papp & Associates
Arizona
$225K +$1.58K +8 +0.7%
AP
1255
Adero Partners
California
$224K – – –
WAG
1256
Winthrop Advisory Group
Massachusetts
$223K +$1.58K +8 +0.7%
CAM
1257
Clark Asset Management
New Hampshire
$222K +$25.7K +130 +12%
DWM
1258
Defined Wealth Management
Oregon
$221K -$20.1K -102 -8%
XPN
1259
XY Planning Network
Montana
$221K – – –
SWM
1260
SilverOak Wealth Management
Minnesota
$220K – – –
WCAMG
1261
Woodard & Company Asset Management Group
North Carolina
$220K -$19.8K -100 -8%
HCA
1262
Harbour Capital Advisors
Virginia
$219K – – –
LCM
1263
Lazari Capital Management
California
$218K +$1.58K +8 +0.7%
FFP
1264
Freedom Financial Partners
Minnesota
$217K +$593 +3 +0.3%
SFS
1265
Strategic Financial Services
New York
$217K – – –
LB
1266
Legacy Bridge
Iowa
$216K -$59.3K -300 -21%
NSAM
1267
North Star Asset Management
Wisconsin
$216K -$18.4K -93 -7%
PAIM
1268
Punch & Associates Investment Management
Minnesota
$215K -$11.9K -60 -5%
LWM
1269
LJI Wealth Management
Indiana
$213K +$11.9K +60 +6%
CGPCS
1270
Capital Group Private Client Services
California
$213K -$1.78K -9 -0.8%
IIL
1271
Insight Inv LLC
California
$213K – – –
AIC
1272
Archer Investment Corporation
Indiana
$212K +$1.38K +7 +0.6%
SL
1273
Salomon & Ludwin
Virginia
$212K -$24.3K -123 -10%
SMA
1274
Seven Mile Advisory
New Jersey
$211K – – –
KWS
1275
Keystone Wealth Services
California
$211K -$35K -177 -14%
49 50
51
52 53