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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
451
SlateStone Wealth
Florida
$2.56M -$47.1K -255 -2%
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.55M -$1.89M -10,238 -42%
CPA
453
Capital Performance Advisors
California
$2.54M +$109K +589 +4%
JWCA
454
J.W. Cole Advisors
Florida
$2.53M -$318K -1,719 -11%
CWA
455
CJM Wealth Advisers
Virginia
$2.52M -$178K -965 -6%
TW
456
TritonPoint Wealth
Maryland
$2.52M -$171K -926 -6%
AG
457
Ascent Group
Virginia
$2.52M +$491K +2,658 +24%
WCA
458
Waypoint Capital Advisors
Minnesota
$2.5M – – –
AWM
459
Arista Wealth Management
Nevada
$2.49M +$1.39M +7,547 +124%
BWA
460
BlueSky Wealth Advisors
North Carolina
$2.49M +$2.52M +13,641 New
WCFA
461
Walkner Condon Financial Advisors
Wisconsin
$2.49M -$33.3K -180 -1%
FFL
462
Financial Freedom LLC
Ohio
$2.48M – – –
VF
463
Vawter Financial
Ohio
$2.47M +$103K +559 +4%
MCA
464
MSH Capital Advisors
Arizona
$2.45M – – –
SWP
465
Stratos Wealth Partners
Ohio
$2.41M +$20.7K +112 +0.9%
BW
466
BIP Wealth
Georgia
$2.41M -$1.06M -5,729 -30%
RPSA
467
Richard P. Slaughter Associates
Texas
$2.39M +$177K +960 +8%
TCWM
468
Total Clarity Wealth Management
Illinois
$2.38M +$1.66M +8,988 +221%
ORC
469
O'Rourke & Company
Massachusetts
$2.38M +$250K +1,354 +12%
NSIM
470
North Star Investment Management
Illinois
$2.38M -$55.2K -299 -2%
SOS
471
Silver Oak Securities
Tennessee
$2.37M +$1.29K +7 +0.1%
CFAM
472
Center For Asset Management
Florida
$2.37M +$47.3K +256 +2%
WA
473
WP Advisors
California
$2.37M -$93.7K -507 -4%
DPI
474
Diversified Portfolios Inc
Michigan
$2.36M +$32.9K +178 +1%
TCMP
475
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.35M +$2.38M +12,861 New
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