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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
451
Landmark Wealth Management (New York)
New York
$2.61M +$165K +1,013 +8%
PWM
452
Paulson Wealth Management
Illinois
$2.61M -$805K -4,934 -25%
LW
453
Linscomb Wealth
Texas
$2.6M -$115K -706 -5%
EWA
454
EverSource Wealth Advisors
Alabama
$2.57M -$152K -930 -6%
WCA
455
Waypoint Capital Advisors
Minnesota
$2.56M +$136K +835 +6%
LIG
456
Lokken Investment Group
Delaware
$2.55M +$52.4K +321 +2%
WCFA
457
Walkner Condon Financial Advisors
Wisconsin
$2.55M -$44.2K -271 -2%
WIP
458
WealthCare Investment Partners
Rhode Island
$2.55M -$498K -3,048 -18%
SWP
459
Stratos Wealth Partners
Ohio
$2.52M +$298K +1,825 +15%
IWC
460
Integrated Wealth Concepts
Massachusetts
$2.52M +$36.4K +223 +2%
AWM
461
Arista Wealth Management
Nevada
$2.51M -$214K -1,309 -9%
VF
462
Vawter Financial
Ohio
$2.51M -$14.5K -89 -0.6%
SMA
463
Sage Mountain Advisors
Georgia
$2.48M +$672K +4,118 +43%
CF
464
Corrigan Financial
Rhode Island
$2.47M +$1.47K +9 +0.1%
FFL
465
Financial Freedom LLC
Ohio
$2.44M -$43.1K -264 -2%
SWA
466
SOA Wealth Advisors
New York
$2.43M +$184K +1,125 +9%
CBFP
467
Cedar Brook Financial Partners
Ohio
$2.42M +$541K +3,314 +32%
MCA
468
MSH Capital Advisors
Arizona
$2.42M -$163 -1 -0%
WA
469
WP Advisors
California
$2.41M -$28.9K -177 -1%
LIM
470
Leavell Investment Management
Alabama
$2.4M -$165K -1,012 -7%
MCA
471
Maryland Capital Advisors
Maryland
$2.4M -$3.59K -22 -0.2%
MBI
472
May Barnhard Investments
Maryland
$2.39M +$2.17M +13,279 New
CANC
473
Culbertson A N & Co
Virginia
$2.38M +$40K +245 +2%
MOS
474
MGO One Seven
Ohio
$2.38M +$141K +862 +7%
R
475
Rebalance
California
$2.37M +$78K +478 +4%
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