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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
426
Armbruster Capital Management
New York
$1.77M – – –
SWA
427
SOA Wealth Advisors
New York
$1.76M +$29.2K +184 +2%
ANTB
428
AMG National Trust Bank
Colorado
$1.76M – – –
REMPR
429
Roof Eidam Maycock Peralta (REMP)
California
$1.76M +$138K +871 +8%
CSWM
430
Cassady Schiller Wealth Management
Ohio
$1.74M -$25.7K -162 -1%
CFD
431
Creative Financial Designs
Indiana
$1.73M +$54K +340 +3%
NSIM
432
North Star Investment Management
Illinois
$1.72M +$25.7K +162 +1%
CCM
433
Condor Capital Management
New Jersey
$1.71M -$43.7K -275 -2%
TFA
434
Tobias Financial Advisors
Florida
$1.7M -$642K -4,042 -25%
WF
435
Warner Financial
Maryland
$1.69M +$438K +2,756 +30%
BHWM
436
Beaird Harris Wealth Management
Texas
$1.69M -$39.7K -250 -2%
HI
437
Harbour Investments
Wisconsin
$1.67M – – –
PMG
438
ProVise Management Group
Florida
$1.66M +$55.1K +347 +3%
JWCA
439
J.W. Cole Advisors
Florida
$1.65M -$369K -2,321 -17%
SQA
440
Simon Quick Advisors
New Jersey
$1.64M -$27K -170 -1%
AA
441
Aire Advisors
California
$1.64M +$622K +3,917 +52%
WPC
442
Wedmont Private Capital
Pennsylvania
$1.6M +$142K +897 +9%
AWA
443
Arete Wealth Advisors
Illinois
$1.59M -$24.3M -152,972 -93%
TCOV
444
Trust Company of Vermont
Vermont
$1.58M +$10.8K +68 +0.6%
LWP
445
Legacy Wealth Planning
Nevada
$1.58M +$1.56M +9,844 +837%
LWMNY
446
Landmark Wealth Management (New York)
New York
$1.57M +$1.74M +10,981 New
DSC
447
Duncker Streett & Co
Missouri
$1.57M -$245K -1,540 -12%
HMS
448
Hanseatic Management Services
New Mexico
$1.56M +$22.9K +144 +1%
EA
449
Echo45 Advisors
California
$1.56M +$157K +990 +10%
SWP
450
Stratos Wealth Partners
Ohio
$1.56M +$12.4K +78 +0.7%
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