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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
451
3Chopt Investment Partners
Virginia
$3.38M – – –
FWM
452
Forza Wealth Management
Florida
$3.37M – – –
MF
453
Midwestern Financial
Iowa
$3.36M +$117K +557 +4%
NWP
454
NerdWallet Wealth Partners
New York
$3.35M +$14.4K +69 +0.4%
EAM
455
Evanson Asset Management
California
$3.35M +$73.1K +349 +2%
BWP
456
Baldwin Wealth Partners
Massachusetts
$3.34M +$2.09K +10 +0.1%
PFA
457
Pathway Financial Advisors
Vermont
$3.33M – – –
AFTS
458
American Financial & Tax Strategies
New York
$3.33M +$171K +816 +5%
IFG
459
Independent Financial Group
California
$3.32M +$1.19M +5,683 +57%
SWA
460
Stratos Wealth Advisors
Ohio
$3.31M +$196K +938 +6%
WP
461
WealthShield Partners
North Carolina
$3.3M -$362K -1,729 -10%
GWM
462
Greenhouse Wealth Management
Connecticut
$3.23M -$136K -648 -4%
AF
463
Advisornet Financial
Minnesota
$3.23M +$49.4K +236 +2%
LW
464
Linscomb Wealth
Texas
$3.21M +$111K +531 +4%
APP
465
Avantax Planning Partners
Iowa
$3.21M -$554K -2,648 -15%
BBFA
466
Brindle & Bay Financial Advisors
Texas
$3.19M +$3.16M +15,076 New
CIA
467
Choate Investment Advisors
Massachusetts
$3.19M -$999K -4,773 -24%
ST
468
Sageworth Trust
Pennsylvania
$3.18M -$17K -81 -0.5%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$3.16M -$7.54K -36 -0.2%
AIM
470
Access Investment Management
Georgia
$3.13M – – –
EF
471
Envision Financial
Wisconsin
$3.13M -$144K -688 -4%
LOWM
472
Laurel Oak Wealth Management
New Jersey
$3.11M +$3.07M +14,667 New
EA
473
Eclectic Associates
California
$3.05M +$151K +721 +5%
MCA
474
MSH Capital Advisors
Arizona
$3.02M -$838 -4 -0%
GSWM
475
Greenup Street Wealth Management
Michigan
$3.02M -$244K -1,165 -8%
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