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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1251
HeadInvest LLC
Maine
$258K -$27.8K -150 -10%
FMWA
1252
Forvis Mazars Wealth Advisors
Missouri
$257K -$2.78K -15 -1%
CA
1253
Claris Advisors
Missouri
$256K – – –
FWMP
1254
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K – – –
CCA
1255
Cobblestone Capital Advisors
New York
$255K -$48.3K -261 -17%
APW
1256
Axim Planning & Wealth
Ohio
$255K -$46.3K -250 -16%
CICC
1257
Capital Investment Counsel (Colorado)
Colorado
$253K +$240K +1,296 New
PA
1258
Paragon Advisors
Texas
$251K +$6.48K +35 +3%
CRC
1259
Curi RMB Capital
Illinois
$251K +$237K +1,283 New
BMWS
1260
Brady Martz Wealth Solutions
North Dakota
$250K -$185 -1 -0.1%
SIMG
1261
Sonora Investment Management Group
Arizona
$250K +$237K +1,281 New
BWL
1262
Bogart Wealth LLC
Virginia
$249K +$2.41K +13 +1%
TA
1263
TruWealth Advisors
Louisiana
$247K – – –
SVWG
1264
Shared Vision Wealth Group
United States
$247K – – –
PPC
1265
Park Place Capital
Alabama
$244K – – –
WFA
1266
Wells Financial Advisors
Massachusetts
$244K -$18.9K -102 -8%
LCM
1267
Liberty Capital Management
Michigan
$244K – – –
RFP
1268
RCS Financial Planning
Maryland
$243K +$230K +1,241 New
HB
1269
Horizon Bancorp
Indiana
$242K -$78.9K -426 -26%
SAM
1270
Summit Asset Management
Tennessee
$242K – – –
TFM
1271
TFC Financial Management
Massachusetts
$241K -$30.5K -165 -12%
CCIA
1272
Cherry Creek Investment Advisors
Colorado
$238K -$18.3K -99 -7%
HCA
1273
Harbour Capital Advisors
Virginia
$238K -$9.26K -50 -4%
FAIM
1274
Financial Advocates Investment Management
Washington
$238K -$928K -5,012 -80%
BFG
1275
Berger Financial Group
Minnesota
$237K -$18.9K -102 -8%
49 50
51
52 53