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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
301
Intercontinental Wealth Advisors
Texas
$1.3M – – –
PA
302
PFG Advisors
Arizona
$1.29M -$14.7K -111 -1%
BCM
303
BTC Capital Management
Iowa
$1.29M -$1.19K -9 -0.1%
TI
304
Truepoint Inc
Ohio
$1.29M -$109K -825 -8%
UA
305
Unison Advisors
District of Columbia
$1.29M +$66.9K +505 +6%
AI
306
Atria Investments
North Carolina
$1.29M +$91.5K +691 +8%
KOMWMG
307
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.27M +$1.22M +9,246 New
CI
308
CX Institutional
Indiana
$1.26M -$24K -181 -2%
SFP
309
Strategic Financial Partners
Oregon
$1.26M +$1.22M +9,174 New
CWAG
310
Compton Wealth Advisory Group
Virginia
$1.25M +$320K +2,415 +36%
MSWMA
311
Market Street Wealth Management Advisors
Indiana
$1.25M +$371K +2,798 +44%
TFGT
312
TS Financial Group (TSFG)
Illinois
$1.25M -$1.47M -11,087 -55%
MHIC
313
Marble Harbor Investment Counsel
Massachusetts
$1.22M +$280K +2,110 +31%
SW
314
SVB Wealth
Massachusetts
$1.22M +$824K +6,223 +234%
AIM
315
AMI Investment Management
Indiana
$1.22M – – –
LPIC
316
LeJeune Puetz Investment Counsel
Michigan
$1.21M +$1.03M +7,750 +721%
TCM
317
Telos Capital Management
California
$1.21M +$13.9K +105 +1%
IWM
318
IHT Wealth Management
Illinois
$1.2M +$101K +765 +10%
LWP
319
Legacy Wealth Planning
Nevada
$1.2M +$1.16M +8,759 New
GC
320
Gilbert & Cook
Iowa
$1.18M +$4.11K +31 +0.4%
SWM
321
SeaCrest Wealth Management
New York
$1.18M +$208K +1,569 +22%
PWAC
322
Private Wealth Advisors (California)
California
$1.16M -$30.3K -229 -3%
RC
323
Roundview Capital
New Jersey
$1.15M -$14.6K -110 -1%
SC
324
SouthState Corp
Florida
$1.14M +$2.38K +18 +0.2%
BC
325
Burney Company
Virginia
$1.14M +$71.7K +541 +7%
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