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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
426
Forza Wealth Management
Florida
$2.93M -$453K -2,778 -15%
WRPWM
427
Werba Rubin Papier Wealth Management
California
$2.92M -$176K -1,081 -6%
MHIC
428
Marble Harbor Investment Counsel
Massachusetts
$2.91M +$113K +690 +4%
CDH
429
Charles D. Hyman
$2.88M – – –
PS
430
Principal Securities
Iowa
$2.88M +$2.61M +15,977 New
REMPR
431
Roof Eidam Maycock Peralta (REMP)
California
$2.87M +$67.9K +416 +3%
WF
432
Warner Financial
Maryland
$2.83M +$27.3K +167 +1%
WPC
433
Wedmont Private Capital
Pennsylvania
$2.83M -$32.5K -199 -1%
WFM
434
Wolff Financial Management
Michigan
$2.83M -$716K -4,388 -22%
IA
435
IFG Advisory
Georgia
$2.82M +$90.1K +552 +4%
TC
436
TownSquare Capital
Utah
$2.81M -$162K -993 -6%
HWA
437
Heartwood Wealth Advisors
Virginia
$2.8M – – –
SOS
438
Silver Oak Securities
Tennessee
$2.79M +$547K +3,348 +28%
EA
439
Echo45 Advisors
California
$2.79M +$262K +1,603 +12%
BIA
440
Barry Investment Advisors
Massachusetts
$2.78M +$997K +6,106 +65%
SB
441
Simmons Bank
Arkansas
$2.78M -$46K -282 -2%
IFG
442
Independent Financial Group
California
$2.77M +$211K +1,292 +9%
TWM
443
TriaGen Wealth Management
California
$2.71M +$64K +392 +3%
PFA
444
Pathway Financial Advisors
Vermont
$2.71M – – –
NF
445
Nikulski Financial
Iowa
$2.7M -$120K -736 -5%
AIM
446
Access Investment Management
Georgia
$2.7M +$2.45M +15,000 New
CFA
447
Cahill Financial Advisors
Minnesota
$2.7M +$31.3K +192 +1%
SW
448
SlateStone Wealth
Florida
$2.67M -$84.7K -519 -3%
CWA
449
CJM Wealth Advisers
Virginia
$2.66M -$56K -343 -2%
PWMG
450
Pioneer Wealth Management Group
Texas
$2.63M -$506K -3,102 -18%
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