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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
401
Fiduciary Financial Group
California
$3.76M +$302K +1,475 +9%
WPC
402
Wedmont Private Capital
Pennsylvania
$3.76M -$33.7K -165 -0.9%
JWCA
403
J.W. Cole Advisors
Florida
$3.75M +$329K +1,608 +10%
BWA
404
BlueSky Wealth Advisors
North Carolina
$3.73M -$234K -1,142 -6%
KSWA
405
Kathleen S. Wright Associates
Pennsylvania
$3.73M +$42.1K +206 +1%
APP
406
Avantax Planning Partners
Iowa
$3.72M -$11.7K -57 -0.3%
CAMG
407
CWA Asset Management Group
Florida
$3.69M -$22.7K -111 -0.6%
UB
408
UMB Bank
Missouri
$3.69M +$73.8K +361 +2%
WFA
409
Woodward Financial Advisors
North Carolina
$3.68M -$1.43K -7 -0%
CA
410
CWC Advisors
Oregon
$3.68M -$28.6K -140 -0.8%
IWS
411
Integrity Wealth Solutions
Colorado
$3.65M -$7.57K -37 -0.2%
PPWM
412
PFG Private Wealth Management
Florida
$3.65M +$3.58M +17,501 New
IFA
413
Index Fund Advisors
California
$3.65M +$8.59K +42 +0.2%
WP
414
WealthShield Partners
North Carolina
$3.61M +$149K +730 +4%
FWP
415
FAS Wealth Partners
Kansas
$3.59M +$9.61K +47 +0.3%
FFO
416
Fiduciary Family Office
Florida
$3.58M – – –
FAN
417
Financial Advisors Network
California
$3.58M +$269K +1,315 +8%
EA
418
Echo45 Advisors
California
$3.57M +$99.2K +485 +3%
AWS
419
Aspen Wealth Strategies
Colorado
$3.55M +$68.7K +336 +2%
WF
420
Warner Financial
Maryland
$3.54M +$100K +491 +3%
FA
421
FDx Advisors
Illinois
$3.52M -$113K -553 -3%
CWM
422
Cranbrook Wealth Management
Michigan
$3.51M -$256K -1,250 -7%
WRPWM
423
Werba Rubin Papier Wealth Management
California
$3.5M +$200K +978 +6%
JWA
424
JFS Wealth Advisors
Pennsylvania
$3.47M – – –
WFM
425
Wolff Financial Management
Michigan
$3.45M +$13.7K +67 +0.4%
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