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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$5.93M +$117K +671 +2%
ASN
252
Advisory Services Network
Georgia
$5.92M +$1.87M +10,777 +47%
IFPL
253
Investments & Financial Planning LLC
Kentucky
$5.9M +$112K +643 +2%
FAT
254
First American Trust
California
$5.89M -$264K -1,518 -4%
TW
255
Towerpoint Wealth
California
$5.87M -$646K -3,716 -10%
CAWM
256
Capital Advisors Wealth Management
Washington
$5.84M +$97.2K +559 +2%
SFG
257
SNS Financial Group
Minnesota
$5.82M -$317K -1,823 -5%
CFS
258
Cannon Financial Strategists
Georgia
$5.74M -$29.4K -169 -0.5%
AG
259
Ascent Group
Virginia
$5.66M +$71.5K +411 +1%
CA
260
CGN Advisors
Kansas
$5.65M -$289K -1,662 -5%
SIA
261
Strategic Investment Advisors
Michigan
$5.61M -$52.3K -301 -0.9%
ICG
262
InterOcean Capital Group
Tennessee
$5.58M +$5.22M +30,052 +1,782%
RWA
263
Redhawk Wealth Advisors
Minnesota
$5.56M -$562K -3,231 -9%
IHWM
264
Iron Horse Wealth Management
Iowa
$5.55M +$311K +1,788 +6%
AI
265
Atria Investments
North Carolina
$5.5M -$5.43M -31,222 -50%
FAAM
266
First Ascent Asset Management
Colorado
$5.45M +$5.39M +30,982 New
GI
267
Glovista Investments
New Jersey
$5.39M +$2.83M +16,255 +113%
MWA
268
Monograph Wealth Advisors
California
$5.35M +$2.43K +14 +0%
WLIM
269
White Lighthouse Investment Management
Massachusetts
$5.32M +$509K +2,927 +11%
CWA
270
Cornerstone Wealth Advisors
Minnesota
$5.31M -$1.94M -11,146 -27%
EFSCE
271
Enterprise Financial Services Corp (EFSC)
Missouri
$5.29M +$753K +4,331 +17%
BWFA
272
Baltimore-Washington Financial Advisors
Maryland
$5.27M -$2.62M -15,086 -32%
MMA
273
Miracle Mile Advisors
California
$5.26M -$142K -819 -3%
BDF
274
Black Diamond Financial
Maryland
$5.25M +$2.95M +16,972 +132%
UOMF
275
University of Maryland Foundation
Maryland
$5.19M +$5.13M +29,481 New
9 10
11
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