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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
376
Seek First
California
$4.6M +$71.8K +343 +2%
GJIA
377
Glass Jacobson Investment Advisors
Maryland
$4.58M -$551K -2,633 -11%
MCCP
378
Mission Creek Capital Partners
California
$4.56M -$67.8K -324 -1%
WA
379
Waverly Advisors
Alabama
$4.55M +$1.82M +8,691 +68%
VT
380
Vise Technologies
New York
$4.54M +$3.12M +14,919 +228%
REMPR
381
Roof Eidam Maycock Peralta (REMP)
California
$4.54M +$53.6K +256 +1%
TIM
382
Tortoise Investment Management
New York
$4.46M -$21.4K -102 -0.5%
MHIC
383
Marble Harbor Investment Counsel
Massachusetts
$4.44M +$378K +1,804 +9%
KAS
384
KPP Advisory Services
Kentucky
$4.43M -$2.52M -12,053 -37%
TWM
385
TriaGen Wealth Management
California
$4.39M +$102K +485 +2%
AIM
386
Alhambra Investment Management
Florida
$4.36M +$419 +2 +0%
BAM
387
Beaumont Asset Management
Texas
$4.35M -$25.1K -120 -0.6%
RIM
388
Rockbridge Investment Management
New York
$4.31M -$699K -3,338 -14%
SWRP
389
Summit Wealth & Retirement Planning
California
$4.28M +$59K +282 +1%
SA
390
Strategic Advisors
New York
$4.28M +$2.9M +13,847 +218%
SC
391
Scotia Capital
Ontario, Canada
$4.27M +$131K +628 +3%
AG
392
Ascent Group
Virginia
$4.27M -$136K -650 -3%
VFS
393
Valpey Financial Services
New Hampshire
$4.27M +$9.21K +44 +0.2%
SFG
394
SNS Financial Group
Minnesota
$4.26M -$25.8K -123 -0.6%
HNB
395
Hilltop National Bank
Wyoming
$4.25M +$269K +1,287 +7%
CA
396
Clearstead Advisors
Ohio
$4.21M -$99.2K -474 -2%
CFA
397
Cahill Financial Advisors
Minnesota
$4.21M +$53.8K +257 +1%
CW
398
CreativeOne Wealth
Kansas
$4.17M +$49K +234 +1%
LAM
399
LOM Asset Management
$4.16M +$177K +846 +5%
FWP
400
Falcon Wealth Planning
California
$4.13M -$38.3K -183 -0.9%
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