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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
476
Liberty Wealth Management
California
$1.59M -$646K -3,635 -100%
AOWM
477
Alpha Omega Wealth Management
Virginia
$1.59M +$163K +914 +12%
LFP
478
Leeward Financial Partners
Washington
$1.59M +$1.58M +8,907 New
CWMGP
479
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.59M +$1.58M +8,894 New
LI
480
Latigo Investments
Florida
$1.58M +$1.58M +8,857 New
MFS
481
McNamara Financial Services
Massachusetts
$1.58M -$14.6K -82 -0.9%
PWM
482
Perigon Wealth Management
California
$1.57M +$147K +827 +10%
WF
483
Warner Financial
Maryland
$1.57M +$1.56M +8,775 New
CWAG
484
Compton Wealth Advisory Group
Virginia
$1.56M +$365K +2,052 +31%
FIG
485
FundX Investment Group
California
$1.56M +$1.55M +8,700 New
MIM
486
Marco Investment Management
Georgia
$1.55M – – –
GBT
487
Grove Bank & Trust
Florida
$1.54M -$1.6K -9 -0.1%
RCI
488
RS Crum Inc
California
$1.54M +$1.53M +8,617 New
CSB
489
City State Bank
Iowa
$1.54M +$1.53M +8,595 New
FMBTD
490
First Midwest Bank Trust Division
Illinois
$1.53M -$350K -1,967 -19%
GA
491
GFS Advisors
Texas
$1.53M -$34.9K -196 -2%
FPS
492
Fieldpoint Private Securities
Connecticut
$1.51M +$260K +1,460 +21%
GWM
493
Greenhouse Wealth Management
Connecticut
$1.51M +$9.6K +54 +0.6%
COF
494
Capital One Financial
Virginia
$1.5M -$1.42K -8 -0.1%
SHFA
495
SC&H Financial Advisors
Maryland
$1.5M +$1.49M +8,385 New
PD
496
Planning Directions
Pennsylvania
$1.5M -$27.9K -157 -2%
HWM
497
Hemington Wealth Management
Virginia
$1.49M +$300K +1,686 +19%
MA
498
MONECO Advisors
Connecticut
$1.48M +$20.6K +116 +1%
GPA
499
Guidance Point Advisors
Massachusetts
$1.48M +$9.6K +54 +0.7%
SF
500
Synovus Financial
Georgia
$1.47M +$75.2K +423 +5%
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