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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
276
Signet Financial Management
New Jersey
$3.8M -$74.5K -469 -2%
AWM
277
Aspire Wealth Management
Massachusetts
$3.77M -$44.3K -279 -1%
AG
278
Ascent Group
Virginia
$3.77M -$148K -932 -4%
CB
279
Commerce Bank
Missouri
$3.75M -$90.5K -570 -2%
MIS
280
Morningstar Investment Services
Illinois
$3.75M -$253K -1,594 -6%
APP
281
Avantax Planning Partners
Iowa
$3.73M +$6.83K +43 +0.2%
NFC
282
Northeast Financial Consultants
Connecticut
$3.73M -$74.5K -469 -2%
UB
283
UMB Bank
Missouri
$3.71M -$15.9K -100 -0.4%
WQ
284
Wealth Quarterback
New Jersey
$3.67M +$204K +1,284 +5%
CT
285
Coastline Trust
Rhode Island
$3.67M -$102K -640 -2%
SFO
286
Stokes Family Office
Louisiana
$3.66M +$83.1K +523 +2%
BFS
287
Bard Financial Services
Connecticut
$3.65M +$61.9K +390 +2%
TW
288
Towerpoint Wealth
California
$3.63M -$343K -2,162 -8%
MAG
289
MRA Advisory Group
New Jersey
$3.6M +$355K +2,232 +10%
TWA
290
Tillar-Wenstrup Advisors
Ohio
$3.6M +$5.24K +33 +0.1%
IWM
291
IHT Wealth Management
Illinois
$3.57M +$410K +2,579 +12%
SF
292
Safeguard Financial
Wisconsin
$3.57M +$2.1M +13,215 +113%
BSWA
293
Bromfield Sneider Wealth Advisors
Massachusetts
$3.5M +$3.81K +24 +0.1%
FAIM
294
Financial Advocates Investment Management
Washington
$3.44M +$742K +4,674 +24%
WCM
295
Windham Capital Management
Massachusetts
$3.43M – – –
FFC
296
Fure Financial Corporation
Minnesota
$3.4M +$3.77M +23,708 New
CWM
297
Cranbrook Wealth Management
Michigan
$3.39M +$12.2K +77 +0.3%
TC
298
Tenret Company
Florida
$3.38M +$11.1K +70 +0.3%
ST
299
Sageworth Trust
Pennsylvania
$3.38M – – –
BJL
300
Brighton Jones LLC
Washington
$3.35M +$262K +1,652 +8%
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