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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
726
Independent Advisor Alliance
North Carolina
$1.33M +$1.36M +6,101 New
WMG
727
WESCAP Management Group
California
$1.32M +$78.7K +352 +6%
TAWM
728
Three Arch Wealth Management
California
$1.32M -$6.04K -27 -0.4%
CW
729
Cooksen Wealth
Texas
$1.31M -$232K -1,037 -15%
VWA
730
VSM Wealth Advisory
Maryland
$1.31M +$25.7K +115 +2%
SWM
731
Sherman Wealth Management
Maryland
$1.31M +$96.1K +430 +8%
PPA
732
Painted Porch Advisors
California
$1.31M +$168K +753 +14%
RWM
733
Revisor Wealth Management
Ohio
$1.3M +$105K +468 +8%
PSF
734
Pacific Sun Financial
California
$1.3M – – –
MF
735
Meridian Financial
Massachusetts
$1.3M -$3.58K -16 -0.3%
CAC
736
Certified Advisory Corp
Florida
$1.3M +$105K +469 +9%
PMG
737
ProVise Management Group
Florida
$1.29M -$137K -614 -9%
CBA
738
Coastal Bridge Advisors
Connecticut
$1.29M +$80.9K +362 +7%
EHAM
739
Eagle Harbor Asset Management
Washington
$1.28M -$24.4K -109 -2%
CFSG
740
Community Financial Services Group
Vermont
$1.28M -$36.9K -165 -3%
RSWM
741
Robertson Stephens Wealth Management
California
$1.28M -$78.7K -352 -6%
UAG
742
United Advisor Group
Ohio
$1.27M +$39.6K +177 +3%
GAM
743
Gotham Asset Management
New York
$1.27M +$1.31M +5,847 New
IP
744
Indivisible Partners
Florida
$1.26M +$2.01K +9 +0.2%
IA
745
Insight Advisors
Pennsylvania
$1.25M -$13.9K -62 -1%
ATI
746
ARK & TLK Investments
Oklahoma
$1.25M – – –
SWM
747
Silverlake Wealth Management
Vermont
$1.24M +$39.1K +175 +3%
MWM
748
Mascagni Wealth Management
Mississippi
$1.22M – – –
WA
749
Wealth Alliance
New York
$1.22M -$144K -644 -10%
CCG
750
Chatham Capital Group
Georgia
$1.21M – – –
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