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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
751
Lane & Associates
New Jersey
$624K -$36.1K -229 -6%
LSPW
752
Lake Street Private Wealth
Illinois
$621K +$1.26K +8 +0.2%
GFL
753
Granite FO LLC
New Hampshire
$614K – – –
CWC
754
Carolinas Wealth Consulting
North Carolina
$614K +$2.52K +16 +0.4%
LFA
755
Landmark Financial Advisors
Kentucky
$613K -$9.45K -60 -2%
GLLW
756
Graves Light Lenhart Wealth
Virginia
$609K – – –
QFA
757
Quantum Financial Advisors
California
$608K -$177K -1,123 -23%
API
758
Advisor Partners II
California
$606K +$245K +1,554 +74%
1IA
759
1834 Investment Advisors
Wisconsin
$606K +$8.19K +52 +1%
MAM
760
McLean Asset Management
Virginia
$606K +$2.05K +13 +0.4%
CHC
761
City Holding Co
West Virginia
$602K -$12.6K -80 -2%
BMCM
762
Bryn Mawr Capital Management
Pennsylvania
$593K +$564K +3,584 New
SWRP
763
Summit Wealth & Retirement Planning
California
$591K +$11.8K +75 +2%
GIA
764
Gladstone Institutional Advisory
Florida
$589K -$29K -184 -5%
CPP
765
Capasso Planning Partners
South Carolina
$587K +$22.4K +142 +4%
FNBSF
766
First National Bank Sioux Falls
South Dakota
$585K -$305K -1,938 -35%
SWA
767
Stratos Wealth Advisors
Ohio
$585K -$11.3K -72 -2%
AIA
768
Ally Invest Advisors
North Carolina
$584K +$165K +1,045 +42%
NFP
769
Narus Financial Partners
Utah
$583K -$108K -687 -16%
EA
770
Eudaimonia Advisors
Tennessee
$580K +$6.93K +44 +1%
WP
771
WMS Partners
Maryland
$578K +$23.9K +152 +5%
LWM
772
Lodestone Wealth Management
Washington
$577K -$165K -1,048 -23%
FFP
773
Forbes Financial Planning
Rhode Island
$576K +$472 +3 +0.1%
AA
774
Advisory Alpha
Michigan
$576K +$548K +3,480 New
HPM
775
Hoxton Planning & Management
West Virginia
$575K -$209K -1,326 -28%
29 30
31
32 33