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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
426
Werba Rubin Papier Wealth Management
California
$2.92M -$176K -1,081 -6%
MHIC
427
Marble Harbor Investment Counsel
Massachusetts
$2.91M +$113K +690 +4%
CDH
428
Charles D. Hyman
$2.88M – – –
PS
429
Principal Securities
Iowa
$2.88M +$2.61M +15,977 New
REMPR
430
Roof Eidam Maycock Peralta (REMP)
California
$2.87M +$67.9K +416 +3%
WF
431
Warner Financial
Maryland
$2.83M +$27.3K +167 +1%
WPC
432
Wedmont Private Capital
Pennsylvania
$2.83M -$32.5K -199 -1%
WFM
433
Wolff Financial Management
Michigan
$2.83M -$716K -4,388 -22%
IA
434
IFG Advisory
Georgia
$2.82M +$90.1K +552 +4%
TC
435
TownSquare Capital
Utah
$2.81M -$162K -993 -6%
HWA
436
Heartwood Wealth Advisors
Virginia
$2.8M – – –
SOS
437
Silver Oak Securities
Tennessee
$2.79M +$547K +3,348 +28%
EA
438
Echo45 Advisors
California
$2.79M +$262K +1,603 +12%
BIA
439
Barry Investment Advisors
Massachusetts
$2.78M +$997K +6,106 +65%
SB
440
Simmons Bank
Arkansas
$2.78M -$46K -282 -2%
IFG
441
Independent Financial Group
California
$2.77M +$211K +1,292 +9%
TWM
442
TriaGen Wealth Management
California
$2.71M +$64K +392 +3%
PFA
443
Pathway Financial Advisors
Vermont
$2.71M – – –
NF
444
Nikulski Financial
Iowa
$2.7M -$120K -736 -5%
AIM
445
Access Investment Management
Georgia
$2.7M +$2.45M +15,000 New
CFA
446
Cahill Financial Advisors
Minnesota
$2.7M +$31.3K +192 +1%
SW
447
SlateStone Wealth
Florida
$2.67M -$84.7K -519 -3%
CWA
448
CJM Wealth Advisers
Virginia
$2.66M -$56K -343 -2%
PWMG
449
Pioneer Wealth Management Group
Texas
$2.63M -$506K -3,102 -18%
WTFG
450
Wells Trecaso Financial Group
Ohio
$2.63M -$24.6K -151 -1%
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