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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1501
Private Wealth Asset Management
Iowa
$80.9K – – –
ACA
1502
American Capital Advisory
Idaho
$79.4K – – –
HFS
1503
Horizon Financial Services
North Carolina
$76K +$11.7K +56 +18%
TCA
1504
Trifecta Capital Advisors
Illinois
$73K – – –
JFG
1505
JDM Financial Group
Texas
$72.2K – – –
HC
1506
Hurley Capital
New York
$69.9K +$628 +3 +0.9%
BIM
1507
Breakwater Investment Management
Washington
$68.4K – – –
PIP
1508
Peachtree Investment Partners
Florida
$67.9K +$628 +3 +0.9%
Q1WB
1509
Quest 10 Wealth Builders
Virginia
$67.3K -$209 -1 -0.3%
IIM
1510
IFC & Insurance Marketing
California
$66K +$64.9K +310 New
AAG
1511
Armstrong Advisory Group
Massachusetts
$64.8K – – –
FFA
1512
Founders Financial Alliance
North Carolina
$64.2K -$207K -989 -77%
SIC
1513
SJS Investment Consulting
Ohio
$63.1K – – –
TAM
1514
Tucker Asset Management
Colorado
$61.4K +$49.4K +236 +437%
AF
1515
Alerus Financial
North Dakota
$58K – – –
ACM
1516
Anfield Capital Management
California
$53.2K +$39.4K +188 +298%
BBPWM
1517
Blue Bell Private Wealth Management
Pennsylvania
$52.9K +$7.54K +36 +17%
CIAS
1518
CBIZ Investment Advisory Services
Ohio
$52.5K – – –
IWP
1519
IAG Wealth Partners
Wisconsin
$51.9K – – –
ITIM
1520
Indiana Trust & Investment Management
Indiana
$51.9K – – –
KG
1521
Kilter Group
New York
$51K – – –
VWM
1522
Vermillion Wealth Management
Minnesota
$50.4K +$1.68K +8 +3%
PPL
1523
Planning Project LLC
Texas
$50.1K +$49.6K +237 New
ATC
1524
Adirondack Trust Company
New York
$50K -$16.8K -80 -25%
HCM
1525
Horrell Capital Management
Arkansas
$49.1K – – –
59 60
61
62 63