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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1251
Sovran Advisors
California
$308K -$17.4K -83 -6%
LCM
1252
Lazari Capital Management
California
$307K +$2.93K +14 +1%
MWP
1253
Meredith Wealth Planning
Illinois
$306K -$6.28K -30 -2%
AFG
1254
Altiora Financial Group
Ohio
$305K -$297K -1,419 -50%
FT
1255
Fiduciary Trust
Massachusetts
$305K -$16.8K -80 -5%
CAP
1256
Columbia Advisory Partners
Washington
$304K -$107K -512 -26%
FDW
1257
Fourth Dimension Wealth
Ohio
$303K -$2.51K -12 -0.8%
PEA
1258
Park Edge Advisors
Ohio
$303K – – –
CAM
1259
Cidel Asset Management
Ontario, Canada
$302K -$68K -325 -19%
HAP
1260
Harbor Asset Planning
Massachusetts
$302K +$2.93K +14 +1%
HCM
1261
Hollencrest Capital Management
California
$301K – – –
YWM
1262
Yoder Wealth Management
California
$300K – – –
HAS
1263
Holland Advisory Services
Florida
$300K +$1.26K +6 +0.4%
EK
1264
Evensky & Katz
Florida
$300K +$2.3K +11 +0.8%
SFMG
1265
Sage Financial Management Group
Virginia
$300K -$2.51K -12 -0.8%
PFS
1266
Prospect Financial Services
New York
$299K +$62.2K +297 +27%
WHCI
1267
W.H. Cornerstone Investments
Massachusetts
$299K +$2.72K +13 +0.9%
IC
1268
Iconiq Capital
California
$296K – – –
BF
1269
Bonfire Financial
Colorado
$295K -$6.28K -30 -2%
CCMG
1270
Clark Capital Management Group
Pennsylvania
$293K -$35K -167 -11%
MPAM
1271
Murphy Pohlad Asset Management
Minnesota
$293K +$21.6K +103 +8%
VCM
1272
Vivaldi Capital Management
Illinois
$293K +$209 +1 +0.1%
IA
1273
Inspire Advisors
Idaho
$291K -$11.3K -54 -4%
DWM
1274
DecisionMap Wealth Management
Virginia
$290K -$10.3K -49 -3%
MIA
1275
Milestone Investment Advisors
Wisconsin
$289K – – –
49 50
51
52 53