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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
701
CreativeOne Wealth
Kansas
$381K -$19.4K -112 -5%
GIA
702
Gladstone Institutional Advisory
Florida
$380K -$520 -3 -0.1%
LWP
703
Lumature Wealth Partners
Georgia
$379K -$38K -219 -9%
WCA
704
Westover Capital Advisors
Delaware
$378K +$93.9K +542 +33%
BFM
705
Boothbay Fund Management
New York
$375K +$92K +531 +33%
TWM
706
TriaGen Wealth Management
California
$372K +$12.8K +74 +4%
CGH
707
CMG Global Holdings
Texas
$371K +$370K +2,135 New
QCG
708
Quadrant Capital Group
Ohio
$369K +$5.37K +31 +1%
LSPW
709
Lake Street Private Wealth
Illinois
$368K +$3.12K +18 +0.9%
EWMCB
710
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$365K – – –
OWP
711
Obermeyer Wealth Partners
Colorado
$365K – – –
RIA
712
Realta Investment Advisors
Delaware
$365K +$364K +2,102 New
WFA
713
West Financial Advisors
Iowa
$361K -$12K -69 -3%
RPG
714
Resource Planning Group
Georgia
$359K +$347 +2 +0.1%
MA
715
Mezzasalma Advisors
New Jersey
$356K – – –
BAS
716
Brown Advisory Securities
Maryland
$355K – – –
VVP
717
Venture Visionary Partners
Ohio
$355K +$16.3K +94 +5%
HIP
718
Harrell Investment Partners
Texas
$351K – – –
RG
719
Rathbones Group
United Kingdom
$347K – – –
BZWA
720
Blue Zone Wealth Advisors
California
$347K +$14.9K +86 +5%
MFA
721
Mayflower Financial Advisors
Massachusetts
$346K -$2.43K -14 -0.7%
CTFG
722
Capstone Triton Financial Group
Oklahoma
$346K +$346K +1,995 New
CIAS
723
Capital Investment Advisory Services
North Carolina
$344K -$18.4K -106 -5%
AIA
724
Arbor Investment Advisors
North Carolina
$344K -$2.25K -13 -0.7%
ECG
725
EPIQ Capital Group
California
$342K +$1.39K +8 +0.4%
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