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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
426
Rialto Wealth Management
New York
$3.43M -$443K -2,168 -12%
MBI
427
May Barnhard Investments
Maryland
$3.4M -$592K -2,896 -15%
AC
428
Annandale Capital
Texas
$3.39M – – –
CFD
429
Creative Financial Designs
Indiana
$3.38M +$83.4K +408 +3%
3IP
430
3Chopt Investment Partners
Virginia
$3.35M -$102K -499 -3%
NW
431
NewEdge Wealth
Pennsylvania
$3.34M -$12.3K -60 -0.4%
CLGM
432
Capitolis Liquid Global Markets
New York
$3.34M +$3.27M +16,000 New
FWM
433
Forza Wealth Management
Florida
$3.32M – – –
GWM
434
Greenhouse Wealth Management
Connecticut
$3.32M -$52.5K -257 -2%
IWM
435
Inlight Wealth Management
Georgia
$3.31M +$1.08M +5,301 +50%
RF
436
rebel Financial
Ohio
$3.29M -$3.32M -16,240 Closed
BWP
437
Baldwin Wealth Partners
Massachusetts
$3.29M -$55.6K -272 -2%
NWP
438
NerdWallet Wealth Partners
New York
$3.29M +$3.23M +15,798 New
EFS
439
Essex Financial Services
Connecticut
$3.25M -$204K -998 -6%
DWM
440
Diversify Wealth Management
Utah
$3.24M -$80.8K -395 -2%
EAM
441
Evanson Asset Management
California
$3.23M +$19.8K +97 +0.6%
EF
442
Envision Financial
Wisconsin
$3.23M -$60.5K -296 -2%
GSWM
443
Greenup Street Wealth Management
Michigan
$3.22M -$143K -697 -4%
GWM
444
Geneos Wealth Management
Colorado
$3.21M -$2.12M -10,390 -40%
NWM
445
Northwest Wealth Management
Iowa
$3.21M +$2.86K +14 +0.1%
EWA
446
EverSource Wealth Advisors
Alabama
$3.21M +$266K +1,303 +9%
MF
447
Midwestern Financial
Iowa
$3.19M -$104K -511 -3%
HWA
448
Heartwood Wealth Advisors
Virginia
$3.19M +$49.9K +244 +2%
PFA
449
Pathway Financial Advisors
Vermont
$3.16M – – –
ST
450
Sageworth Trust
Pennsylvania
$3.15M +$211K +1,030 +7%
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