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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
401
Greenhouse Wealth Management
Connecticut
$3.3M +$22.5K +114 +0.6%
UB
402
UMB Bank
Missouri
$3.29M -$86.5K -438 -2%
MHIC
403
Marble Harbor Investment Counsel
Massachusetts
$3.28M +$186K +940 +6%
CA
404
CWC Advisors
Oregon
$3.26M -$64.8K -328 -2%
FWP
405
FAS Wealth Partners
Kansas
$3.24M -$93.4K -473 -3%
EFS
406
Essex Financial Services
Connecticut
$3.23M -$9.88K -50 -0.3%
QC
407
Quadrature Capital
United Kingdom
$3.21M +$3.41M +17,255 New
TAM
408
Tocqueville Asset Management
New York
$3.21M -$129K -651 -4%
AWA
409
Arkadios Wealth Advisors
Georgia
$3.21M +$1.99M +10,070 +141%
FFO
410
Fiduciary Family Office
Florida
$3.2M +$3.39M +17,160 New
FYW
411
Future You Wealth
New York
$3.18M -$387K -1,960 -10%
WPC
412
Wedmont Private Capital
Pennsylvania
$3.13M +$40.5K +205 +1%
3IP
413
3Chopt Investment Partners
Virginia
$3.1M -$290K -1,469 -8%
JWA
414
JFS Wealth Advisors
Pennsylvania
$3.09M – – –
WP
415
WealthShield Partners
North Carolina
$3.08M +$113K +570 +4%
RIA
416
Regal Investment Advisors
Michigan
$3.07M +$1.14M +5,765 +54%
WFM
417
Wolff Financial Management
Michigan
$3.06M -$39.1K -198 -1%
FM
418
Foster & Motley
Ohio
$3.06M -$259K -1,312 -7%
SFM
419
Signet Financial Management
New Jersey
$3.05M -$226K -1,146 -7%
EPW
420
Evergreen Private Wealth
Colorado
$3.03M +$51K +258 +2%
EA
421
Echo45 Advisors
California
$3.02M +$48.2K +244 +2%
WRPWM
422
Werba Rubin Papier Wealth Management
California
$2.99M -$203K -1,030 -6%
FWM
423
Forza Wealth Management
Florida
$2.97M -$7.9K -40 -0.3%
BWP
424
Baldwin Wealth Partners
Massachusetts
$2.96M +$17.8K +90 +0.6%
EF
425
Envision Financial
Wisconsin
$2.96M -$89.5K -453 -3%
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