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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
276
Cornerstone Wealth Advisors
Minnesota
$5.97M +$326K +1,999 +6%
TIM
277
Tortoise Investment Management
New York
$5.91M +$38.4K +235 +0.7%
FTS
278
Fifth Third Securities
Ohio
$5.91M +$878K +5,381 +20%
FAT
279
First American Trust
California
$5.88M -$2.67M -16,327 -33%
CFS
280
Cannon Financial Strategists
Georgia
$5.88M +$309K +1,890 +6%
GB
281
Goepper Burkhardt
South Carolina
$5.86M +$5.36M +32,859 New
IC
282
Innealta Capital
Texas
$5.84M +$5.3M +32,455 New
VFG
283
Victory Financial Group
Texas
$5.83M +$5.29M +32,408 New
TW
284
Towerpoint Wealth
California
$5.74M +$184K +1,130 +4%
WLIM
285
White Lighthouse Investment Management
Massachusetts
$5.7M +$19.3K +118 +0.4%
KPWS
286
Kestra Private Wealth Services
Texas
$5.69M +$1.3M +7,947 +34%
CA
287
Cetera Advisors
Colorado
$5.66M -$287K -1,760 -5%
MCCP
288
Mission Creek Capital Partners
California
$5.65M +$494K +3,025 +11%
BDF
289
Black Diamond Financial
Maryland
$5.64M +$310K +1,896 +6%
PFPT
290
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.59M +$2.17M +13,294 +75%
OCFG
291
O'Connor Financial Group
Illinois
$5.59M -$292K -1,791 -5%
ATPW
292
Ashton Thomas Private Wealth
Arizona
$5.58M +$35.3K +216 +0.7%
CFO
293
CVA Family Office
Colorado
$5.57M -$439K -2,691 -8%
JIR
294
James Investment Research
Ohio
$5.52M -$329K -2,017 -6%
CA
295
Cornerstone Advisory
Maryland
$5.48M +$159K +973 +3%
RIM
296
Rockbridge Investment Management
New York
$5.47M -$213K -1,307 -4%
MWA
297
Monograph Wealth Advisors
California
$5.47M -$5.06K -31 -0.1%
SSW
298
Stone Summit Wealth
Florida
$5.46M +$204K +1,247 +4%
AA
299
Atmos Advisory
Pennsylvania
$5.38M -$14K -86 -0.3%
CWM
300
Chemistry Wealth Management
New York
$5.32M -$27.3K -167 -0.6%
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