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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%
CA
409
CWC Advisors
Oregon
$3.68M -$28.6K -140 -0.8%
IWS
410
Integrity Wealth Solutions
Colorado
$3.65M -$7.57K -37 -0.2%
PPWM
411
PFG Private Wealth Management
Florida
$3.65M +$3.58M +17,501 New
IFA
412
Index Fund Advisors
California
$3.65M +$8.59K +42 +0.2%
WP
413
WealthShield Partners
North Carolina
$3.61M +$149K +730 +4%
FWP
414
FAS Wealth Partners
Kansas
$3.59M +$9.61K +47 +0.3%
FFO
415
Fiduciary Family Office
Florida
$3.58M – – –
FAN
416
Financial Advisors Network
California
$3.58M +$269K +1,315 +8%
EA
417
Echo45 Advisors
California
$3.57M +$99.2K +485 +3%
AWS
418
Aspen Wealth Strategies
Colorado
$3.55M +$68.7K +336 +2%
WF
419
Warner Financial
Maryland
$3.54M +$100K +491 +3%
FA
420
FDx Advisors
Illinois
$3.52M -$113K -553 -3%
CWM
421
Cranbrook Wealth Management
Michigan
$3.51M -$256K -1,250 -7%
WRPWM
422
Werba Rubin Papier Wealth Management
California
$3.5M +$200K +978 +6%
JWA
423
JFS Wealth Advisors
Pennsylvania
$3.47M – – –
WFM
424
Wolff Financial Management
Michigan
$3.45M +$13.7K +67 +0.4%
SCP
425
Stevens Capital Partners
Nebraska
$3.44M +$24.1K +118 +0.7%
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