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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
426
Echo45 Advisors
California
$2.99M +$21.3K +118 +0.8%
WPC
427
Wedmont Private Capital
Pennsylvania
$2.99M -$17.9K -99 -0.6%
JWCA
428
J.W. Cole Advisors
Florida
$2.98M -$1.2M -6,641 -30%
HWA
429
Heartwood Wealth Advisors
Virginia
$2.98M -$3.79K -21 -0.1%
CBFP
430
Cedar Brook Financial Partners
Ohio
$2.97M +$309K +1,713 +12%
WRPWM
431
Werba Rubin Papier Wealth Management
California
$2.95M -$152K -842 -5%
SB
432
Simmons Bank
Arkansas
$2.93M -$34.3K -190 -1%
PFA
433
Pathway Financial Advisors
Vermont
$2.89M – – –
SWA
434
SOA Wealth Advisors
New York
$2.89M +$279K +1,548 +11%
AIM
435
Access Investment Management
Georgia
$2.88M – – –
CWA
436
CJM Wealth Advisers
Virginia
$2.87M +$25.3K +140 +0.9%
IA
437
IFG Advisory
Georgia
$2.85M -$151K -837 -5%
FFM
438
Forum Financial Management
Illinois
$2.84M -$5.65M -31,333 -68%
WTFG
439
Wells Trecaso Financial Group
Ohio
$2.82M +$16.2K +90 +0.6%
NF
440
Nikulski Financial
Iowa
$2.81M -$65.3K -362 -2%
PS
441
Principal Securities
Iowa
$2.8M -$245K -1,359 -9%
WP
442
WealthShield Partners
North Carolina
$2.79M -$476K -2,638 -15%
LWMNY
443
Landmark Wealth Management (New York)
New York
$2.77M -$6.32K -35 -0.2%
MOS
444
MGO One Seven
Ohio
$2.74M +$193K +1,068 +8%
SW
445
SlateStone Wealth
Florida
$2.74M -$104K -576 -4%
RCM
446
RMR Capital Management
California
$2.73M +$202K +1,121 +9%
LW
447
Linscomb Wealth
Texas
$2.72M -$54K -299 -2%
EA
448
Eclectic Associates
California
$2.7M +$198K +1,099 +8%
CANC
449
Culbertson A N & Co
Virginia
$2.68M +$141K +780 +6%
WCFA
450
Walkner Condon Financial Advisors
Wisconsin
$2.65M -$65.5K -363 -3%
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