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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
426
Evergreen Private Wealth
Colorado
$3.22M +$28.8K +150 +0.9%
SWA
427
SOA Wealth Advisors
New York
$3.21M +$94.6K +492 +3%
FWM
428
Forza Wealth Management
Florida
$3.21M -$192 -1 -0%
MCWS
429
McKinley Carter Wealth Services
West Virginia
$3.19M -$172K -893 -5%
AFTS
430
American Financial & Tax Strategies
New York
$3.17M -$90.9K -473 -3%
BWP
431
Baldwin Wealth Partners
Massachusetts
$3.16M +$12.5K +65 +0.4%
SOS
432
Silver Oak Securities
Tennessee
$3.13M +$498K +2,590 +20%
FFG
433
Fiduciary Financial Group
California
$3.12M +$132K +688 +5%
AF
434
Advisornet Financial
Minnesota
$3.05M -$108K -563 -4%
DWM
435
Diversify Wealth Management
Utah
$3.04M +$2.71M +14,086 +1,250%
BWM
436
Brown Wealth Management
Illinois
$3.04M -$29.6K -154 -1%
IA
437
IFG Advisory
Georgia
$3.03M +$13.1K +68 +0.5%
PFA
438
Pathway Financial Advisors
Vermont
$3.03M +$4.81K +25 +0.2%
GWM
439
Geneos Wealth Management
Colorado
$3.01M +$722K +3,754 +33%
AIM
440
Access Investment Management
Georgia
$3.01M – – –
WTFG
441
Wells Trecaso Financial Group
Ohio
$2.98M +$30.2K +157 +1%
LIA
442
LS Investment Advisors
Michigan
$2.98M -$167K -870 -6%
CFA
443
Cahill Financial Advisors
Minnesota
$2.97M -$101K -526 -3%
CTC
444
Central Trust Company
Missouri
$2.95M -$27.7K -144 -1%
EA
445
Echo45 Advisors
California
$2.95M +$118K +616 +4%
RC
446
Roundview Capital
New Jersey
$2.94M -$55.4K -288 -2%
EA
447
Eclectic Associates
California
$2.91M +$19.6K +102 +0.7%
RCM
448
RMR Capital Management
California
$2.88M +$40.4K +210 +1%
FFM
449
Forum Financial Management
Illinois
$2.87M +$9.8K +51 +0.4%
SW
450
SlateStone Wealth
Florida
$2.84M +$22.9K +119 +0.8%
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