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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
576
WNY Asset Management
New York
$1.25M -$4.95M -31,462 -81%
HA
577
HC Advisors
Georgia
$1.22M +$1.73K +11 +0.1%
SHFA
578
SC&H Financial Advisors
Maryland
$1.22M +$3.15K +20 +0.3%
OCPWS
579
One Charles Private Wealth Services
Massachusetts
$1.22M +$5.67K +36 +0.5%
EWA
580
Evolution Wealth Advisors
Florida
$1.22M -$47.5K -302 -4%
AA
581
Aire Advisors
California
$1.22M -$102K -648 -8%
RRC
582
Relaxing Retirement Coach
Massachusetts
$1.21M -$4.88K -31 -0.4%
CMBA
583
C.M. Bidwell & Associates
Hawaii
$1.21M +$315 +2 +0%
DAS
584
Dynamic Advisor Solutions
Arizona
$1.2M -$26.8K -170 -2%
PCIA
585
Prime Capital Investment Advisors
Kansas
$1.2M +$229K +1,456 +25%
CD
586
Chapin Davis
Maryland
$1.2M +$9.29K +59 +0.8%
FFN
587
Focus Financial Network
Minnesota
$1.19M -$303K -1,926 -21%
BF
588
BOK Financial
Oklahoma
$1.19M +$21.3K +135 +2%
BFA
589
Beacon Financial Advisory
Ohio
$1.19M -$94.8K -602 -8%
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$194K -1,231 -15%
FA
591
Fermata Advisors
California
$1.16M +$1.1M +7,008 New
LFA
592
Level Financial Advisors
New York
$1.16M -$72.1K -458 -6%
LWM
593
Liberty Wealth Management
California
$1.16M +$32.7K +208 +4%
CA
594
Clearstead Advisors
Ohio
$1.14M -$186K -1,183 -15%
FHC
595
Forest Hill Capital
Arkansas
$1.14M – – –
RTL
596
Red Tortoise LLC
Georgia
$1.13M +$143K +909 +15%
JC
597
Jentner Corp
Ohio
$1.12M -$5.83K -37 -0.5%
TC
598
Trust Company
Kansas
$1.12M -$12K -76 -1%
TDWM
599
Topel & Distasi Wealth Management
California
$1.11M – – –
WA
600
Wambolt & Associates
Colorado
$1.1M -$89.3K -567 -8%
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