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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
276
Perigon Wealth Management
California
$4.95M +$1.87M +11,761 +61%
WLIM
277
White Lighthouse Investment Management
Massachusetts
$4.95M -$107K -675 -2%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$4.95M +$316K +1,982 +7%
IFPL
279
Investments & Financial Planning LLC
Kentucky
$4.94M +$4.96M +31,128 New
FAT
280
First American Trust
California
$4.91M -$143K -901 -3%
SF
281
Safeguard Financial
Wisconsin
$4.89M +$939K +5,898 +24%
LSA
282
Lansing Street Advisors
Pennsylvania
$4.88M -$66.2K -416 -1%
MFWP
283
Mosaic Family Wealth Partners
Missouri
$4.86M +$4.87M +30,610 New
MWA
284
Monograph Wealth Advisors
California
$4.83M +$4.46K +28 +0.1%
EP
285
Eudaimonia Partners
Tennessee
$4.76M +$30.7K +193 +0.6%
MMA
286
Miracle Mile Advisors
California
$4.72M +$5.89K +37 +0.1%
SFG
287
SNS Financial Group
Minnesota
$4.66M -$47.6K -299 -1%
CWM
288
Capital Wealth Management
Rhode Island
$4.59M +$20.7K +130 +0.5%
SFO
289
Stokes Family Office
Louisiana
$4.56M +$510K +3,202 +13%
WMWM
290
Whitaker-Myers Wealth Managers
Ohio
$4.54M +$4.56M +28,618 New
AA
291
Atmos Advisory
Pennsylvania
$4.53M -$2.04M -12,844 -31%
FWP
292
Falcon Wealth Planning
California
$4.49M -$15M -94,428 -77%
LFS
293
Lutz Financial Services
Nebraska
$4.48M -$74.7K -469 -2%
CWM
294
Chemistry Wealth Management
New York
$4.43M +$77.5K +487 +2%
CWA
295
Cornerstone Wealth Advisors
Minnesota
$4.43M -$103K -647 -2%
WT
296
Whittier Trust
California
$4.36M – – –
MFG
297
Merit Financial Group
Georgia
$4.35M -$741K -4,657 -15%
MCM
298
Manchester Capital Management
Vermont
$4.34M -$312K -1,961 -7%
JIC
299
Joel Isaacson & Co
New York
$4.32M +$1.31M +8,201 +43%
PPW
300
Parcion Private Wealth
Washington
$4.32M -$3.89M -24,403 -47%
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