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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1301
Veratis Advisors
North Carolina
$269K +$244K +1,167 New
WP
1302
Walleye Partners
Wisconsin
$269K +$266K +1,270 New
FWMP
1303
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$268K -$9.63K -46 -4%
CCIA
1304
Cherry Creek Investment Advisors
Colorado
$267K -$1.05K -5 -0.4%
TAM
1305
Titleist Asset Management
Texas
$266K +$263K +1,258 New
CT
1306
Colonial Trust
South Carolina
$265K -$3.14K -15 -1%
SPWM
1307
Schrum Private Wealth Management
Florida
$265K – – –
RBC
1308
Roble Belko & Company
Pennsylvania
$263K +$247K +1,179 +1,842%
TFM
1309
TFC Financial Management
Massachusetts
$263K +$628 +3 +0.2%
BWP
1310
Balboa Wealth Partners
Arizona
$263K +$628 +3 +0.2%
TSMHT
1311
Thurston Springer Miller Herd & Titak
Indiana
$262K +$258K +1,234 +30,850%
WAG
1312
Winthrop Advisory Group
Massachusetts
$262K +$6.49K +31 +3%
IIA
1313
Integral Investment Advisors
California
$262K -$78.5K -375 -23%
AFC
1314
Ares Financial Consulting
California
$262K +$259K +1,236 New
LA
1315
Legacy Advisors
Pennsylvania
$262K +$31.4K +150 +14%
KFI
1316
Key Financial Inc
Pennsylvania
$261K +$11.3K +54 +5%
GWANC
1317
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K – – –
PPC
1318
Park Place Capital
Alabama
$261K +$419 +2 +0.2%
APW
1319
Axim Planning & Wealth
Ohio
$261K -$8.38K -40 -3%
LRPA
1320
L. Roy Papp & Associates
Arizona
$260K +$2.3K +11 +0.9%
LCM
1321
Liberty Capital Management
Michigan
$259K -$2.3K -11 -0.9%
LHP
1322
Lexington Hill Partners
Texas
$258K +$255K +1,219 New
ME
1323
McIlrath & Eck
Washington
$258K +$95.9K +458 +60%
FCM
1324
Fell Capital Management
California
$256K +$253K +1,208 New
PAIM
1325
Punch & Associates Investment Management
Minnesota
$256K +$7.33K +35 +3%
51 52
53
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