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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
451
Heartwood Wealth Advisors
Virginia
$2.93M +$3.89K +21 +0.1%
AFTS
452
American Financial & Tax Strategies
New York
$2.93M -$26.3K -142 -0.9%
AIM
453
Access Investment Management
Georgia
$2.93M +$2.78M +15,000 New
WTFG
454
Wells Trecaso Financial Group
Ohio
$2.9M -$6.48K -35 -0.2%
MCWS
455
McKinley Carter Wealth Services
West Virginia
$2.9M -$74K -400 -3%
CTC
456
Central Trust Company
Missouri
$2.87M -$10.7K -58 -0.4%
MMA
457
Miracle Mile Advisors
California
$2.87M +$521K +2,813 +24%
AF
458
Advisornet Financial
Minnesota
$2.83M -$109K -587 -4%
MWM
459
Mission Wealth Management
California
$2.82M +$1.83M +9,864 +215%
CPA
460
Capital Performance Advisors
California
$2.82M +$5.92K +32 +0.2%
LW
461
Linscomb Wealth
Texas
$2.81M +$23.5K +127 +0.9%
NF
462
Nikulski Financial
Iowa
$2.79M +$40.4K +218 +2%
MCA
463
MSH Capital Advisors
Arizona
$2.79M -$17.2K -93 -0.6%
LIA
464
LS Investment Advisors
Michigan
$2.77M -$33.3K -180 -1%
EA
465
Eclectic Associates
California
$2.77M -$16.5K -89 -0.6%
VAM
466
Verity Asset Management
North Carolina
$2.76M -$2.79M -15,095 -52%
EWA
467
EverSource Wealth Advisors
Alabama
$2.74M +$104K +561 +4%
ST
468
Sageworth Trust
Pennsylvania
$2.74M – – –
SWM
469
Spire Wealth Management
Virginia
$2.73M -$239K -1,290 -8%
CFAM
470
Center For Asset Management
Florida
$2.72M +$545K +2,943 +27%
TCOTS
471
Trust Company of the South
North Carolina
$2.72M +$942K +5,089 +58%
FFL
472
Financial Freedom LLC
Ohio
$2.69M +$15.5K +84 +0.6%
NFP
473
NorthLanding Financial Partners
New York
$2.66M +$260K +1,402 +11%
AWM
474
Arista Wealth Management
Nevada
$2.65M -$2.59K -14 -0.1%
PFA
475
Pillar Financial Advisors
Kentucky
$2.64M -$18.5K -100 -0.7%
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