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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
751
Lake Street Private Wealth
Illinois
$621K +$1.26K +8 +0.2%
GFL
752
Granite FO LLC
New Hampshire
$614K – – –
CWC
753
Carolinas Wealth Consulting
North Carolina
$614K +$2.52K +16 +0.4%
LFA
754
Landmark Financial Advisors
Kentucky
$613K -$9.45K -60 -2%
GLLW
755
Graves Light Lenhart Wealth
Virginia
$609K – – –
QFA
756
Quantum Financial Advisors
California
$608K -$177K -1,123 -23%
API
757
Advisor Partners II
California
$606K +$245K +1,554 +74%
1IA
758
1834 Investment Advisors
Wisconsin
$606K +$8.19K +52 +1%
MAM
759
McLean Asset Management
Virginia
$606K +$2.05K +13 +0.4%
CHC
760
City Holding Co
West Virginia
$602K -$12.6K -80 -2%
BMCM
761
Bryn Mawr Capital Management
Pennsylvania
$593K +$564K +3,584 New
SWRP
762
Summit Wealth & Retirement Planning
California
$591K +$11.8K +75 +2%
GIA
763
Gladstone Institutional Advisory
Florida
$589K -$29K -184 -5%
CPP
764
Capasso Planning Partners
South Carolina
$587K +$22.4K +142 +4%
FNBSF
765
First National Bank Sioux Falls
South Dakota
$585K -$305K -1,938 -35%
SWA
766
Stratos Wealth Advisors
Ohio
$585K -$11.3K -72 -2%
AIA
767
Ally Invest Advisors
North Carolina
$584K +$165K +1,045 +42%
NFP
768
Narus Financial Partners
Utah
$583K -$108K -687 -16%
EA
769
Eudaimonia Advisors
Tennessee
$580K +$6.93K +44 +1%
WP
770
WMS Partners
Maryland
$578K +$23.9K +152 +5%
LWM
771
Lodestone Wealth Management
Washington
$577K -$165K -1,048 -23%
FFP
772
Forbes Financial Planning
Rhode Island
$576K +$472 +3 +0.1%
AA
773
Advisory Alpha
Michigan
$576K +$548K +3,480 New
HPM
774
Hoxton Planning & Management
West Virginia
$575K -$209K -1,326 -28%
KA
775
Kovack Advisors
Florida
$572K -$13.4K -85 -2%
29 30
31
32 33