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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
426
Rockbridge Investment Management
New York
$4.27M -$95.8K -412 -2%
VFS
427
Valpey Financial Services
New Hampshire
$4.26M -$235K -1,011 -5%
IWS
428
Integrity Wealth Solutions
Colorado
$4.25M +$42.3K +182 +1%
FFO
429
Fiduciary Family Office
Florida
$4.21M +$34.9K +150 +0.9%
DWM
430
Diversify Wealth Management
Utah
$4.19M +$9.54K +41 +0.2%
DAS
431
Diversify Advisory Services
Utah
$4.19M +$3.97M +17,046 New
JWCA
432
J.W. Cole Advisors
Florida
$4.17M +$3.99M +17,157 New
PNC
433
Park National Corp
Ohio
$4.16M -$1.52M -6,519 -28%
SWA
434
Stratos Wealth Advisors
Ohio
$4.15M +$294K +1,264 +8%
IFA
435
Index Fund Advisors
California
$4.12M -$27K -116 -0.7%
JIR
436
James Investment Research
Ohio
$4.12M -$34.7K -149 -0.9%
FTUS
437
Flow Traders U.S.
New York
$4.1M +$2.24M +9,615 +133%
FWP
438
FAS Wealth Partners
Kansas
$4.06M -$45.6K -196 -1%
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$4.06M +$21.2K +91 +0.5%
NW
440
NewEdge Wealth
Pennsylvania
$4.05M +$36.1K +155 +0.9%
BAM
441
Beaumont Asset Management
Texas
$4.03M -$836K -3,594 -18%
JWA
442
JFS Wealth Advisors
Pennsylvania
$3.99M -$9.77K -42 -0.3%
RWM
443
Rialto Wealth Management
New York
$3.98M -$62.1K -267 -2%
LAM
444
LOM Asset Management
$3.98M -$811K -3,488 -18%
CA
445
CWC Advisors
Oregon
$3.97M -$215K -925 -5%
3IP
446
3Chopt Investment Partners
Virginia
$3.96M -$90.7K -390 -2%
MWM
447
Modern Wealth Management
Kansas
$3.95M +$3.08M +13,255 +444%
GPCM
448
Guardsman Private Capital Management
Florida
$3.94M – – –
IFG
449
Independent Financial Group
California
$3.93M -$213K -914 -5%
EFS
450
Essex Financial Services
Connecticut
$3.91M +$8.37K +36 +0.2%
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