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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
576
Resurgent Financial Advisors
Georgia
$1.27M +$101K +642 +9%
WAM
577
WNY Asset Management
New York
$1.25M -$4.95M -31,462 -81%
HA
578
HC Advisors
Georgia
$1.22M +$1.73K +11 +0.1%
SHFA
579
SC&H Financial Advisors
Maryland
$1.22M +$3.15K +20 +0.3%
OCPWS
580
One Charles Private Wealth Services
Massachusetts
$1.22M +$5.67K +36 +0.5%
EWA
581
Evolution Wealth Advisors
Florida
$1.22M -$47.5K -302 -4%
AA
582
Aire Advisors
California
$1.22M -$102K -648 -8%
RRC
583
Relaxing Retirement Coach
Massachusetts
$1.21M -$4.88K -31 -0.4%
CMBA
584
C.M. Bidwell & Associates
Hawaii
$1.21M +$315 +2 +0%
DAS
585
Dynamic Advisor Solutions
Arizona
$1.2M -$26.8K -170 -2%
PCIA
586
Prime Capital Investment Advisors
Kansas
$1.2M +$229K +1,456 +25%
CD
587
Chapin Davis
Maryland
$1.2M +$9.29K +59 +0.8%
FFN
588
Focus Financial Network
Minnesota
$1.19M -$303K -1,926 -21%
BF
589
BOK Financial
Oklahoma
$1.19M +$21.3K +135 +2%
BFA
590
Beacon Financial Advisory
Ohio
$1.19M -$94.8K -602 -8%
WAP
591
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$194K -1,231 -15%
FA
592
Fermata Advisors
California
$1.16M +$1.1M +7,008 New
LFA
593
Level Financial Advisors
New York
$1.16M -$72.1K -458 -6%
LWM
594
Liberty Wealth Management
California
$1.16M +$32.7K +208 +4%
CA
595
Clearstead Advisors
Ohio
$1.14M -$186K -1,183 -15%
FHC
596
Forest Hill Capital
Arkansas
$1.14M – – –
RTL
597
Red Tortoise LLC
Georgia
$1.13M +$143K +909 +15%
JC
598
Jentner Corp
Ohio
$1.12M -$5.83K -37 -0.5%
TC
599
Trust Company
Kansas
$1.12M -$12K -76 -1%
TDWM
600
Topel & Distasi Wealth Management
California
$1.11M – – –
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