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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
576
Waller Financial Planning Group
Ohio
$883K +$27.8K +175 +3%
IA
577
Insight Advisors
Pennsylvania
$878K +$2.38K +15 +0.2%
WS
578
Wedbush Securities
California
$878K +$717K +4,515 +281%
GA
579
Greenspring Advisors
Maryland
$865K -$5.4K -34 -0.6%
ECG
580
Edge Capital Group
Georgia
$863K +$370K +2,328 +63%
WI
581
Wintrust Investments
Illinois
$861K +$29.5K +186 +3%
SFP
582
Strategic Financial Partners
Oregon
$860K -$80.4K -506 -8%
RRA
583
Round Rock Advisors
Connecticut
$853K -$11.1K -70 -1%
ABC
584
Associated Banc-Corp
Wisconsin
$848K +$51.1K +322 +6%
PCM
585
Parsons Capital Management
Rhode Island
$847K +$8.1K +51 +0.9%
IWA
586
Intercontinental Wealth Advisors
Texas
$845K – – –
WA
587
Wambolt & Associates
Colorado
$843K +$14.3K +90 +2%
BP
588
Ballentine Partners
Massachusetts
$839K -$26.7K -168 -3%
WWM
589
Western Wealth Management
Colorado
$839K +$1.27K +8 +0.1%
KA
590
Klingman & Associates
New York
$835K -$115K -722 -11%
GSWM
591
Greenup Street Wealth Management
Michigan
$833K +$373K +2,348 +68%
IGGA
592
Iron Gate Global Advisors
Utah
$831K – – –
TFGT
593
TS Financial Group (TSFG)
Illinois
$830K -$39.6K -249 -4%
SCG
594
Sonata Capital Group
Washington
$828K +$3.97K +25 +0.4%
WP
595
WealthSource Partners
California
$827K -$64.2K -404 -7%
CCG
596
Chatham Capital Group
Georgia
$823K – – –
CAG
597
Curtis Advisory Group
California
$816K +$80.5K +507 +10%
ACP
598
Aveo Capital Partners
Colorado
$801K -$26.7K -168 -3%
CIA
599
Compass Ion Advisors
Pennsylvania
$800K +$111K +697 +14%
OFS
600
OneAscent Financial Services
Alabama
$787K -$105K -661 -11%
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