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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GPCM
451
Guardsman Private Capital Management
Florida
$3.94M – – –
IFG
452
Independent Financial Group
California
$3.93M -$213K -914 -5%
EFS
453
Essex Financial Services
Connecticut
$3.91M +$8.37K +36 +0.2%
FWM
454
Forza Wealth Management
Florida
$3.87M – – –
MCA
455
MSH Capital Advisors
Arizona
$3.87M -$69.3K -298 -2%
ATC
456
Argent Trust Co
Tennessee
$3.86M +$1.75M +7,522 +90%
GSWM
457
Greenup Street Wealth Management
Michigan
$3.79M +$34.9K +150 +1%
WFA
458
Woodward Financial Advisors
North Carolina
$3.79M -$118K -509 -3%
CWM
459
Cranbrook Wealth Management
Michigan
$3.78M -$99.3K -427 -3%
WFM
460
Wolff Financial Management
Michigan
$3.77M -$213K -916 -6%
CHIA
461
Copper Harbor Investment Advisors
Wisconsin
$3.73M +$3.57M +15,333 New
SFO
462
Stokes Family Office
Louisiana
$3.72M -$1.72M -7,378 -33%
IWM
463
IHT Wealth Management
Illinois
$3.71M -$151K -648 -4%
CIA
464
Choate Investment Advisors
Massachusetts
$3.71M +$41.6K +179 +1%
AIM
465
Allen Investment Management
New York
$3.7M – – –
AF
466
Advisornet Financial
Minnesota
$3.7M +$15.6K +67 +0.4%
VAM
467
Verity Asset Management
North Carolina
$3.7M +$205K +880 +6%
3AM
468
3EDGE Asset Management
Florida
$3.69M +$1.76M +7,565 +99%
PFA
469
Pathway Financial Advisors
Vermont
$3.68M – – –
FA
470
FDx Advisors
Illinois
$3.68M -$140K -602 -4%
AIM
471
Access Investment Management
Georgia
$3.64M – – –
AFTS
472
American Financial & Tax Strategies
New York
$3.62M -$83.7K -360 -2%
SCG
473
Sonata Capital Group
Washington
$3.61M +$46.5K +200 +1%
EWA
474
EverSource Wealth Advisors
Alabama
$3.61M -$2.42M -10,387 -41%
APP
475
Avantax Planning Partners
Iowa
$3.56M -$79.6K -342 -2%
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