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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
376
Cathy Pareto & Associates
Florida
$5.21M +$7.21K +31 +0.1%
RLWM
377
RF&L Wealth Management
Massachusetts
$5.15M -$65.1K -280 -1%
TI
378
Truepoint Inc
Ohio
$5.11M -$407K -1,748 -8%
TWM
379
TriaGen Wealth Management
California
$5.11M +$39.3K +169 +0.8%
MHIC
380
Marble Harbor Investment Counsel
Massachusetts
$5.05M +$50.5K +217 +1%
TAM
381
Tocqueville Asset Management
New York
$5.04M +$247K +1,060 +5%
HNB
382
Hilltop National Bank
Wyoming
$5.03M +$30.2K +130 +0.6%
HWA
383
Heartwood Wealth Advisors
Virginia
$5M +$446K +1,917 +10%
GVAG
384
Great Valley Advisor Group
Delaware
$4.97M -$33K -142 -0.7%
BBFA
385
Brindle & Bay Financial Advisors
Texas
$4.94M -$73K -314 -2%
WPC
386
Wedmont Private Capital
Pennsylvania
$4.89M -$213K -916 -4%
QFA
387
Quattro Financial Advisors
Texas
$4.89M +$27.7K +119 +0.6%
IC
388
IEQ Capital
California
$4.89M -$1.8M -7,719 -28%
SSW
389
Stone Summit Wealth
Florida
$4.86M -$66.8K -287 -1%
SC
390
Scotia Capital
Ontario, Canada
$4.86M -$24.4K -105 -0.5%
CFA
391
Cahill Financial Advisors
Minnesota
$4.84M +$4.42K +19 +0.1%
FAN
392
Financial Advisors Network
California
$4.83M +$182K +784 +4%
SWRP
393
Summit Wealth & Retirement Planning
California
$4.81M -$121K -522 -3%
EA
394
Eclectic Associates
California
$4.72M -$102K -437 -2%
CTC
395
Central Trust Company
Missouri
$4.71M +$334K +1,435 +8%
MA
396
MCF Advisors
Kentucky
$4.7M +$816K +3,509 +22%
GWP
397
Gateway Wealth Partners
Wisconsin
$4.69M -$578K -2,486 -11%
TIM
398
Tortoise Investment Management
New York
$4.69M -$264K -1,134 -6%
AIA
399
Ally Invest Advisors
North Carolina
$4.67M +$102K +437 +2%
IA
400
IFP Advisors
Florida
$4.67M +$479K +2,060 +12%
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