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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
276
Ascent Group
Virginia
$4.01M -$1.28M -7,780 -24%
CB
277
Commerce Bank
Missouri
$4M +$288K +1,758 +7%
CWM
278
Chemistry Wealth Management
New York
$4M +$42.1K +257 +1%
NLP
279
Next Level Private
New York
$4M +$4.12M +25,115 +1,615%
AWM
280
Aspire Wealth Management
Massachusetts
$3.98M -$56.4K -344 -1%
DC
281
Davenport & Co
Virginia
$3.98M +$541K +3,297 +14%
NFC
282
Northeast Financial Consultants
Connecticut
$3.97M +$325K +1,981 +8%
CT
283
Coastline Trust
Rhode Island
$3.93M +$86.9K +530 +2%
ACA
284
Ackerman Capital Advisors
Texas
$3.9M -$1.64M -9,991 -28%
UB
285
UMB Bank
Missouri
$3.9M +$42.5K +259 +1%
APP
286
Avantax Planning Partners
Iowa
$3.89M +$3.33M +20,301 +358%
MIS
287
Morningstar Investment Services
Illinois
$3.84M +$33K +201 +0.8%
MWM
288
MorganRosel Wealth Management
Colorado
$3.83M -$179K -1,090 -4%
PFO
289
Pathstone Family Office
New Jersey
$3.78M +$4.14M +25,253 New
TWA
290
Tillar-Wenstrup Advisors
Ohio
$3.76M +$136K +829 +3%
BFS
291
Bard Financial Services
Connecticut
$3.75M -$142K -865 -3%
EFS
292
Essex Financial Services
Connecticut
$3.75M +$82.7K +504 +2%
SFO
293
Stokes Family Office
Louisiana
$3.74M -$81.7K -498 -2%
WT
294
Whittier Trust
California
$3.7M -$6.4K -39 -0.2%
BSWA
295
Bromfield Sneider Wealth Advisors
Massachusetts
$3.65M +$3.28K +20 +0.1%
WQ
296
Wealth Quarterback
New Jersey
$3.64M +$3.99M +24,307 New
WCM
297
Windham Capital Management
Massachusetts
$3.58M – – –
BF
298
Brooklyn FI
New York
$3.56M -$3M -18,277 -63%
ST
299
Sageworth Trust
Pennsylvania
$3.54M – – –
CWM
300
Cranbrook Wealth Management
Michigan
$3.53M -$54.8K -334 -1%
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