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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
826
Western Wealth Management
Colorado
$457K -$477K -2,995 -51%
TCWM
827
Total Clarity Wealth Management
Illinois
$455K +$4.46K +28 +1%
TAM
828
Townsend Asset Management
North Carolina
$454K +$2.39K +15 +0.5%
GC
829
Gibson Capital
Pennsylvania
$453K -$15.9K -100 -3%
SMA
830
Sage Mountain Advisors
Georgia
$452K – – –
RWI
831
Red Wave Investments
Pennsylvania
$451K -$29.1K -183 -6%
SWRP
832
Summit Wealth & Retirement Planning
California
$449K +$16.2K +102 +4%
IAG
833
Ipsen Advisor Group
Arkansas
$446K +$447K +2,808 New
MFG
834
Magnus Financial Group
New York
$444K +$125K +787 +39%
RMA
835
Roffman Miller Associates
Pennsylvania
$442K +$1.75K +11 +0.4%
TC
836
TownSquare Capital
Utah
$442K +$151K +950 +52%
SWM
837
Selective Wealth Management
Virginia
$442K +$2.87K +18 +0.7%
PK
838
Pflug Koory
Nebraska
$442K – – –
PHS
839
Pekin Hardy Strauss
Illinois
$439K -$56.8K -357 -11%
CAC
840
Certified Advisory Corp
Florida
$435K +$45.4K +285 +12%
EBA
841
Eagle Bay Advisors
New York
$434K +$292K +1,837 +205%
WAG
842
Windsor Advisory Group
Ohio
$432K +$433K +2,720 New
OWA
843
Opal Wealth Advisors
New York
$426K +$427K +2,680 New
FLA
844
Financial Life Advisors
Texas
$423K -$156K -980 -27%
GP
845
Greenline Partners
New York
$422K – – –
FHA
846
Flagship Harbor Advisors
Massachusetts
$420K +$29.5K +185 +8%
NAS
847
Nicolet Advisory Services
Wisconsin
$419K +$152K +957 +61%
MCA
848
Magnolia Capital Advisors
Mississippi
$418K – – –
SB
849
Strategic Blueprint
Georgia
$416K -$1.11K -7 -0.3%
SBIA
850
Sheaff Brock Investment Advisors
Indiana
$412K -$7.8K -49 -2%
32 33
34
35 36