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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIL
1276
Insight Inv LLC
California
$287K +$44K +210 +18%
CAM
1277
Clark Asset Management
New Hampshire
$286K -$76.6K -366 -21%
FHC
1278
First Heartland Consultants
Missouri
$285K +$27.8K +133 +11%
DF
1279
Daviman Financial
Indiana
$281K +$278K +1,328 New
HL
1280
HeadInvest LLC
Maine
$281K – – –
HFA
1281
Hippocratic Financial Advisors
California
$280K – – –
MLA
1282
MB, Levis & Associates
Pennsylvania
$280K +$18.8K +90 +7%
CCWM
1283
Cassaday & Co Wealth Management
Virginia
$279K – – –
WEG
1284
World Equity Group
Illinois
$279K +$35.2K +168 +15%
GHAM
1285
Gilman Hill Asset Management
Connecticut
$279K – – –
IAIM
1286
International Assets Investment Management
Florida
$279K -$28.7K -137 -9%
CA
1287
Claris Advisors
Missouri
$279K – – –
PCM
1288
Passive Capital Management
Maryland
$277K – – –
AWMS
1289
Advocacy Wealth Management Services
Georgia
$276K – – –
AWA
1290
Amplius Wealth Advisors
Pennsylvania
$276K – – –
GSWM
1291
Golden State Wealth Management
California
$275K -$10.5K -50 -4%
WCM
1292
WealthTrak Capital Management
Virginia
$273K -$103K -490 -28%
CRC
1293
Curi RMB Capital
Illinois
$273K -$28.1K -134 -9%
IWM
1294
Iams Wealth Management
Nebraska
$273K +$270K +1,288 New
WQ
1295
Wealth Quarterback
New Jersey
$272K -$628 -3 -0.2%
CF
1296
Calder Financial
Pennsylvania
$272K +$269K +1,285 New
BMWS
1297
Brady Martz Wealth Solutions
North Dakota
$272K – – –
XWL
1298
XXI Wealth LLC
Illinois
$271K +$268K +1,280 New
KDA
1299
Kraft Davis & Associates
Missouri
$270K +$209 +1 +0.1%
FCBT
1300
First Citizens Bank & Trust
North Carolina
$270K +$267K +1,274 New
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