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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1501
Camelot Portfolios
Ohio
$215K -$14.9K -64 -7%
BFG
1502
Beacon Financial Group
Texas
$215K +$205K +883 New
IF
1503
IRON Financial
Illinois
$214K +$205K +882 New
CWA
1504
CogentBlue Wealth Advisors
Tennessee
$214K +$205K +880 New
FWM
1505
Fingerlakes Wealth Management
New York
$213K +$204K +877 New
HCM
1506
Hengehold Capital Management
Ohio
$213K +$204K +876 New
FA
1507
FSA Advisors
Michigan
$213K +$204K +875 New
BFS
1508
Bare Financial Services
Pennsylvania
$212K – – –
UWPG
1509
Ullmann Wealth Partners Group
Florida
$211K +$202K +868 New
SMC
1510
Smith, Moore & Co
Missouri
$210K +$201K +865 New
TCM
1511
TT Capital Management
California
$210K +$201K +865 New
EFA
1512
Evernest Financial Advisors
Indiana
$210K +$201K +864 New
SF
1513
Symphony Financial
Texas
$210K +$201K +864 New
HA
1514
Helium Advisors
Washington
$209K +$201K +862 New
CFG
1515
Cornerstone Financial Group
Nebraska
$209K +$200K +859 New
SWP
1516
Sagespring Wealth Partners
Tennessee
$208K -$338K -1,455 -63%
AWG
1517
Altus Wealth Group
Colorado
$207K +$198K +852 New
SIC
1518
Sigma Investment Counselors
Michigan
$207K +$198K +851 New
ARA
1519
Approach Retirement Advisors
Alabama
$207K +$198K +850 New
IA
1520
Invested Advisors
Pennsylvania
$206K +$197K +848 New
LFA
1521
LifeGuide Financial Advisors
Pennsylvania
$205K +$196K +844 New
MSWM
1522
Mowery & Schoenfeld Wealth Management
Illinois
$205K – – –
TF
1523
Tompkins Financial
New York
$205K – – –
ACM
1524
Advisors Capital Management
New Jersey
$205K -$70.9K -305 -27%
BOC
1525
Bull Oak Capital
California
$204K +$196K +841 New
59 60
61
62 63