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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
226
Avidian Wealth Enterprises
Texas
$6.58M -$968K -5,790 -12%
I
227
INVST
Indiana
$6.58M +$175K +1,048 +3%
PP
228
PrairieView Partners
Minnesota
$6.46M -$58.2K -348 -0.9%
SC
229
Swan Capital
Florida
$6.44M +$6.75M +40,396 New
CM
230
Cornerstone Management
Georgia
$6.4M -$240K -1,437 -3%
OFP
231
OLIO Financial Planning
Virginia
$6.39M +$22.1K +132 +0.3%
BRWA
232
B. Riley Wealth Advisors
Florida
$6.37M +$803K +4,803 +14%
FCM
233
Firestone Capital Management
Florida
$6.36M +$149K +893 +2%
FHA
234
First Horizon Advisors
Tennessee
$6.34M +$149K +891 +2%
FCM
235
Fortis Capital Management
Washington
$6.31M +$16.6K +99 +0.3%
GIA
236
Goodwin Investment Advisory
Georgia
$6.3M +$126K +756 +2%
QC
237
Quent Capital
New York
$6.29M -$92.5K -553 -1%
WWM
238
Windsor Wealth Management
Indiana
$6.24M -$561K -3,356 -8%
PWM
239
Perigon Wealth Management
California
$6.16M -$15K -90 -0.2%
H
240
HoyleCohen
California
$6.14M +$300K +1,795 +5%
BI
241
Berkeley Inc
Idaho
$6.13M +$532K +3,183 +9%
PCMC
242
Paragon Capital Management (Colorado)
Colorado
$6.11M -$82.6K -494 -1%
SMWM
243
Silvia McColl Wealth Management
California
$6.04M +$52K +311 +0.8%
WQ
244
Wealth Quarterback
New Jersey
$6.01M +$532K +3,183 +9%
MWM
245
Meridian Wealth Management
Kentucky
$5.98M +$599K +3,582 +11%
AIS
246
American Investment Services
Massachusetts
$5.95M +$14.9K +89 +0.2%
CC
247
Courier Capital
New York
$5.94M +$26.2K +157 +0.4%
MFG
248
Merit Financial Group
Georgia
$5.93M +$741K +4,433 +14%
JE
249
JMAC Enterprises
Pennsylvania
$5.91M +$358K +2,139 +6%
ST
250
Spinnaker Trust
Maine
$5.89M -$258K -1,546 -4%
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