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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
376
TriaGen Wealth Management
California
$3.87M +$143K +746 +4%
CW
377
CreativeOne Wealth
Kansas
$3.85M +$458K +2,380 +14%
AAS
378
Ameritas Advisory Services
Nebraska
$3.85M -$282K -1,465 -7%
IWS
379
Integrity Wealth Solutions
Colorado
$3.81M -$69.4K -361 -2%
NFC
380
Northeast Financial Consultants
Connecticut
$3.8M – – –
APP
381
Avantax Planning Partners
Iowa
$3.78M -$353K -1,834 -9%
CFSG
382
Community Financial Services Group
Vermont
$3.75M -$195K -1,015 -5%
KDA
383
Kraft Davis & Associates
Missouri
$3.74M +$181K +940 +5%
CA
384
CSM Advisors
Pennsylvania
$3.7M +$71.3K +371 +2%
UB
385
UMB Bank
Missouri
$3.69M -$479K -2,491 -12%
SC
386
Scotia Capital
Ontario, Canada
$3.68M -$2.31K -12 -0.1%
FWP
387
Falcon Wealth Planning
California
$3.65M +$93.6K +487 +3%
CWM
388
Cranbrook Wealth Management
Michigan
$3.65M -$73.2K -381 -2%
FWP
389
FAS Wealth Partners
Kansas
$3.64M +$49K +255 +1%
VIA
390
Vickerman Investment Advisors
Washington
$3.64M +$80.7K +420 +2%
PAI
391
Pittenger & Anderson Inc
Nebraska
$3.63M -$17.3K -90 -0.5%
CA
392
Clearstead Advisors
Ohio
$3.62M -$106K -553 -3%
FCA
393
FinTrust Capital Advisors
South Carolina
$3.61M -$79.6K -414 -2%
TAM
394
Tocqueville Asset Management
New York
$3.61M -$96.7K -503 -3%
SFM
395
Signet Financial Management
New Jersey
$3.55M -$161K -840 -5%
GWM
396
Greenhouse Wealth Management
Connecticut
$3.54M +$32.1K +167 +1%
CA
397
CWC Advisors
Oregon
$3.53M +$3.38M +17,594 New
WP
398
WealthShield Partners
North Carolina
$3.53M +$432K +2,246 +15%
CAMG
399
CWA Asset Management Group
Florida
$3.53M +$3.38M +17,566 New
WPC
400
Wedmont Private Capital
Pennsylvania
$3.52M +$355K +1,845 +12%
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