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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
376
Glass Jacobson Investment Advisors
Maryland
$4.86M +$168K +752 +3%
FHC
377
First Horizon Corporation
Tennessee
$4.84M +$12.7K +57 +0.3%
WPC
378
Wedmont Private Capital
Pennsylvania
$4.76M +$688K +3,077 +17%
CA
379
CGN Advisors
Kansas
$4.75M +$19K +85 +0.4%
GWP
380
Gateway Wealth Partners
Wisconsin
$4.73M +$4.53M +20,259 +1,323%
MCCP
381
Mission Creek Capital Partners
California
$4.67M -$1.12K -5 -0%
RLWM
382
RF&L Wealth Management
Massachusetts
$4.67M -$298K -1,332 -6%
CPA
383
Cathy Pareto & Associates
Florida
$4.65M +$464K +2,076 +11%
CW
384
CreativeOne Wealth
Kansas
$4.64M +$371K +1,659 +8%
BJL
385
Brighton Jones LLC
Washington
$4.6M +$4.73M +21,152 New
VT
386
Vise Technologies
New York
$4.54M – – –
TWM
387
TriaGen Wealth Management
California
$4.53M +$23.7K +106 +0.5%
BSB
388
Bangor Savings Bank
Maine
$4.51M -$510K -2,283 -10%
BBFA
389
Brindle & Bay Financial Advisors
Texas
$4.48M +$1.24M +5,553 +37%
GVAG
390
Great Valley Advisor Group
Delaware
$4.47M +$2.78M +12,437 +152%
HNB
391
Hilltop National Bank
Wyoming
$4.47M +$114K +510 +3%
MHIC
392
Marble Harbor Investment Counsel
Massachusetts
$4.47M -$85K -380 -2%
TIM
393
Tortoise Investment Management
New York
$4.44M -$137K -614 -3%
BWA
394
BlueSky Wealth Advisors
North Carolina
$4.42M +$271K +1,213 +6%
AA
395
Apriem Advisors
California
$4.42M +$3.26M +14,592 +254%
SSW
396
Stone Summit Wealth
Florida
$4.41M -$673K -3,012 -13%
SWRP
397
Summit Wealth & Retirement Planning
California
$4.41M +$18.6K +83 +0.4%
BAM
398
Beaumont Asset Management
Texas
$4.38M -$89.9K -402 -2%
AIM
399
Alhambra Investment Management
Florida
$4.38M -$104K -464 -2%
SC
400
Scotia Capital
Ontario, Canada
$4.36M -$19.7K -88 -0.4%
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