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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWA
326
Bromfield Sneider Wealth Advisors
Massachusetts
$3.98M -$17.2K -109 -0.5%
FTS
327
Fifth Third Securities
Ohio
$3.96M +$141K +895 +4%
TF
328
Theory Financial
Colorado
$3.91M +$150K +955 +4%
BAM
329
Beaumont Asset Management
Texas
$3.91M +$23K +146 +0.6%
ST
330
Sageworth Trust
Pennsylvania
$3.9M – – –
KSWA
331
Kathleen S. Wright Associates
Pennsylvania
$3.81M +$55.6K +353 +2%
NL
332
NWAM LLC
Washington
$3.8M +$1.32M +8,355 +57%
NFC
333
Northeast Financial Consultants
Connecticut
$3.76M – – –
JWCA
334
J.W. Cole Advisors
Florida
$3.75M -$232K -1,472 -6%
AF
335
Advisornet Financial
Minnesota
$3.69M +$258K +1,639 +8%
APP
336
Avantax Planning Partners
Iowa
$3.66M +$1.89K +12 +0.1%
CCA
337
Column Capital Advisors
Indiana
$3.62M – – –
BRG
338
Bay Rivers Group
Virginia
$3.61M +$88K +559 +3%
MWA
339
Martel Wealth Advisors
Washington
$3.6M -$102K -645 -3%
AAP
340
Arax Advisory Partners
Colorado
$3.58M -$2.4M -15,236 -41%
FWI
341
Facet Wealth Inc
Maryland
$3.52M -$340K -2,159 -10%
VC
342
Veery Capital
Delaware
$3.51M +$228K +1,448 +7%
3IP
343
3Chopt Investment Partners
Virginia
$3.49M +$165K +1,050 +5%
TI
344
Truepoint Inc
Ohio
$3.47M +$123K +783 +4%
RLWM
345
RF&L Wealth Management
Massachusetts
$3.44M -$235K -1,495 -7%
VIA
346
Vickerman Investment Advisors
Washington
$3.42M -$107K -678 -3%
TAM
347
Tocqueville Asset Management
New York
$3.4M -$3.07M -19,487 -49%
ML
348
Mayport LLC
Massachusetts
$3.38M +$187K +1,189 +6%
CWM
349
Cranbrook Wealth Management
Michigan
$3.38M -$69K -438 -2%
RWG
350
Ratio Wealth Group
Colorado
$3.38M +$3.21M +20,420 New
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