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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
776
Essex Private Wealth Management
Massachusetts
$487K – – –
RMA
777
Roffman Miller Associates
Pennsylvania
$482K +$522 +3 +0.1%
TAM
778
Townsend Asset Management
North Carolina
$479K -$2.96K -17 -0.6%
MWM
779
Mission Wealth Management
California
$478K +$22.3K +128 +5%
TWM
780
TriaGen Wealth Management
California
$476K +$98.2K +565 +26%
BC
781
Burney Company
Virginia
$468K -$514K -2,955 -53%
MWA
782
Motive Wealth Advisors
Michigan
$465K -$272K -1,562 -37%
MCA
783
Magnolia Capital Advisors
Mississippi
$463K -$1.91K -11 -0.4%
EWM
784
Evercore Wealth Management
New York
$462K +$120K +691 +36%
KM
785
Kalos Management
Georgia
$461K -$92.8K -534 -17%
TDC
786
Thompson Davis & Co
Virginia
$461K +$64.8K +373 +17%
SWM
787
Selective Wealth Management
Virginia
$458K -$1.39K -8 -0.3%
SBIA
788
Sheaff Brock Investment Advisors
Indiana
$453K -$8.87K -51 -2%
YIH
789
Y-Intercept (HK)
Hong Kong
$452K +$446K +2,568 New
SSCA
790
South Shore Capital Advisors
Massachusetts
$447K -$5.39K -31 -1%
DSA
791
Droms Strauss Advisors
Missouri
$437K +$2.78K +16 +0.7%
TCWM
792
Total Clarity Wealth Management
Illinois
$437K +$432K +2,484 New
TFM
793
TFC Financial Management
Massachusetts
$432K – – –
IA
794
IFG Advisors
Missouri
$432K +$6.43K +37 +2%
NCM
795
Novare Capital Management
North Carolina
$431K +$426K +2,452 New
SIC
796
Salem Investment Counselors
North Carolina
$430K +$23.3K +134 +6%
WCA
797
Westover Capital Advisors
Delaware
$429K -$166K -957 -28%
SFPM
798
Sensible Financial Planning & Management
Massachusetts
$427K – – –
VCA
799
Verdence Capital Advisors
Maryland
$426K +$869 +5 +0.2%
IC
800
Intersect Capital
California
$425K -$13.7K -79 -3%
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