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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
826
Concord Wealth Partners
Virginia
$23K +$20.5K +159 New
JWBC
827
John W. Brooker & Co
California
$22K – – –
JFGIW
828
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$8.38K +65 +71%
DAM
829
Delta Asset Management
Tennessee
$20K – – –
CAAS
830
Capital Asset Advisory Services
Michigan
$20K +$129 +1 +0.7%
AWM
831
Accel Wealth Management
Iowa
$20K +$17.9K +139 New
MAM
832
Meeder Asset Management
Ohio
$19K +$17.4K +135 New
OPW
833
Oxler Private Wealth
New York
$19K +$17.7K +137 New
HIA
834
Harbor Investment Advisory
Maryland
$18K +$1.29K +10 +8%
DOA
835
D'Orazio & Associates
Virginia
$18K +$12.9K +100 +417%
GLLW
836
Graves Light Lenhart Wealth
Virginia
$18K +$16.1K +125 New
GEA
837
Glen Eagle Advisors
New Jersey
$16.8K – – –
PCA
838
Peddock Capital Advisors
Massachusetts
$16K +$14.2K +110 New
TI
839
tru Independence
Oregon
$14.1K +$10.4M +80,713 +1,295%
LS
840
Leelyn Smith
Illinois
$14K -$2.58K -20 -17%
1IA
841
1834 Investment Advisors
Wisconsin
$14K – – –
LGWM
842
Litman Gregory Wealth Management
California
$14K – – –
FWM
843
FSA Wealth Management
Massachusetts
$14K +$12.9K +100 New
KTC
844
Kistler-Tiffany Companies
Pennsylvania
$14K +$12.9K +100 New
HWA
845
HHM Wealth Advisors
Tennessee
$13K – – –
SFG
846
Sowa Financial Group
Rhode Island
$13K – – –
CL
847
COWA LLC
Oklahoma
$13K +$11K +85 New
FHC
848
First Horizon Corporation
Tennessee
$13K +$11.9K +92 New
TAM
849
Tucker Asset Management
Colorado
$12.9K +$11.7K +91 New
CA
850
Clearstead Advisors
Ohio
$12K -$12.5K -97 -54%
32 33
34
35 36