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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
801
Capasso Planning Partners
South Carolina
$487K -$83.1K -497 -14%
WA
802
Wealthstream Advisors
New York
$487K -$10.2K -61 -2%
FHA
803
Flagship Harbor Advisors
Massachusetts
$486K +$4.35K +26 +0.9%
RWM
804
Rockwood Wealth Management
Pennsylvania
$485K -$27.9K -167 -5%
EPWM
805
Essex Private Wealth Management
Massachusetts
$484K +$1.67K +10 +0.3%
PA
806
Procyon Advisors
Connecticut
$483K +$3.18K +19 +0.6%
UI
807
Unconventional Investor
New Hampshire
$482K – – –
PPW
808
Parcion Private Wealth
Washington
$482K -$3.01K -18 -0.6%
AGWCA
809
Annis Gardner Whiting Capital Advisors
Florida
$480K +$504K +3,012 New
SWA
810
Sightline Wealth Advisors
Connecticut
$478K +$186K +1,113 +59%
LFAS
811
Level Four Advisory Services
Texas
$478K +$84.4K +505 +20%
RA
812
Resolute Advisors
California
$476K +$2.84K +17 +0.6%
SOAG
813
Silver Oak Advisory Group
Oregon
$475K – – –
DWM
814
Dopkins Wealth Management
New York
$471K +$26.8K +160 +6%
LHEI
815
Leo H. Evart Inc
California
$471K -$7.02K -42 -1%
RMA
816
Roffman Miller Associates
Pennsylvania
$470K +$147K +879 +43%
CAM
817
Clark Asset Management
New Hampshire
$467K +$4.85K +29 +1%
WWM
818
Western Wealth Management
Colorado
$465K +$34.6K +207 +8%
GC
819
Gibson Capital
Pennsylvania
$463K +$8.19K +49 +2%
IP
820
Intellectus Partners
California
$463K +$119K +710 +32%
AHC
821
Anderson Hoagland & Co
Missouri
$459K – – –
TWA
822
TCI Wealth Advisors
Arizona
$456K -$70.7K -423 -13%
CB
823
Centennial Bank
Arkansas
$455K -$56.8K -340 -11%
D
824
Diversified
Delaware
$454K +$12.4K +74 +3%
BIM
825
Baldwin Investment Management
Pennsylvania
$447K +$14.7K +88 +3%
31 32
33
34 35