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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
576
Liberty Wealth Management
California
$1.81M +$285K +1,540 +20%
PVI
577
Pine Valley Investments
New Jersey
$1.81M +$18.9K +102 +1%
WP
578
Wealthspan Partners
Iowa
$1.8M -$36.3K -196 -2%
TFS
579
Thoroughbred Financial Services
Tennessee
$1.78M -$109K -587 -6%
TWM
580
Topsail Wealth Management
North Carolina
$1.78M – – –
TFP
581
Triune Financial Partners
Kansas
$1.78M -$20K -108 -1%
MCM
582
Manchester Capital Management
Vermont
$1.77M -$3.21M -17,341 -66%
UWM
583
USAdvisors Wealth Management
Minnesota
$1.76M -$75.3K -407 -4%
BF
584
BOK Financial
Oklahoma
$1.75M -$1.11K -6 -0.1%
FUBT
585
First United Bank & Trust
Maryland
$1.75M -$467K -2,523 -22%
WPWM
586
Windward Private Wealth Management
Kansas
$1.74M -$370 -2 -0%
BIP
587
Brandes Investment Partners
California
$1.74M -$3.71M -20,056 -69%
GPA
588
Guidance Point Advisors
Massachusetts
$1.74M – – –
VW
589
Vance Wealth
California
$1.73M -$170K -918 -9%
ANBT
590
American National Bank & Trust
Texas
$1.73M +$642K +3,466 +64%
AIM
591
Advyzon Investment Management
Illinois
$1.73M +$54.2K +293 +3%
MFIM
592
Mesirow Financial Investment Management
Illinois
$1.73M -$2.59K -14 -0.2%
OCFG
593
O'Connor Financial Group
Illinois
$1.71M -$921K -4,977 -37%
GBT
594
Grove Bank & Trust
Florida
$1.7M -$528K -2,853 -25%
DSC
595
Duncker Streett & Co
Missouri
$1.7M -$64.4K -348 -4%
NCM
596
Northwest Capital Management
Oregon
$1.69M -$609K -3,292 -27%
ISFAN
597
Investor's Fiduciary Advisor Network
Washington
$1.69M -$123K -662 -7%
BCG
598
Breakwater Capital Group
New Jersey
$1.67M +$77.4K +418 +5%
CWAG
599
Compton Wealth Advisory Group
Virginia
$1.67M +$21.3K +115 +1%
PWM
600
PBMares Wealth Management
Virginia
$1.65M -$1.48K -8 -0.1%
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