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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
251
Portside Wealth Group
Utah
$8.98M +$1.66M +7,156 +24%
TW
252
Towerpoint Wealth
California
$8.94M -$80K -344 -0.9%
WLIM
253
White Lighthouse Investment Management
Massachusetts
$8.9M -$76.5K -329 -0.9%
MFP
254
Meramec Financial Planners
Missouri
$8.88M +$342K +1,472 +4%
WT
255
Whittier Trust
California
$8.85M +$41.4K +178 +0.5%
AWA
256
Arbor Wealth Advisors
Michigan
$8.78M -$17.9K -77 -0.2%
RFA
257
RTD Financial Advisors
Pennsylvania
$8.75M -$276K -1,186 -3%
GPI
258
General Partner Inc
Pennsylvania
$8.73M – – –
MFWP
259
Mosaic Family Wealth Partners
Missouri
$8.71M +$97.5K +419 +1%
ST
260
Spinnaker Trust
Maine
$8.7M -$72.1K -310 -0.9%
CWM
261
Cornerstone Wealth Management
Missouri
$8.67M +$5.82K +25 +0.1%
CFO
262
Collective Family Office
Pennsylvania
$8.6M -$179K -770 -2%
PSA
263
Plum Street Advisors
Louisiana
$8.54M -$729K -3,135 -8%
GCM
264
Granby Capital Management
Florida
$8.5M – – –
BCM
265
Brookstone Capital Management
Illinois
$8.5M +$745K +3,202 +10%
NJIM
266
Nabity-Jensen Investment Management
Nebraska
$8.46M -$36.8K -158 -0.5%
AFO
267
Aurelius Family Office
New Hampshire
$8.44M -$446K -1,918 -5%
ABC
268
Associated Banc-Corp
Wisconsin
$8.44M +$198K +852 +3%
CRA
269
Clear Retirement Advice
California
$8.43M +$461K +1,980 +6%
AA
270
Atmos Advisory
Pennsylvania
$8.42M +$110K +474 +1%
TC
271
Tacita Capital
Ontario, Canada
$8.4M +$30.7K +132 +0.4%
SAM
272
Smartleaf Asset Management
Massachusetts
$8.39M – – –
CFS
273
Cannon Financial Strategists
Georgia
$8.39M +$137K +589 +2%
EWP
274
E-Wealth Partners
Minnesota
$8.35M +$531K +2,282 +7%
PFG
275
Pinnacle Financial Group
Illinois
$8.31M +$324K +1,393 +4%
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