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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
826
Total Clarity Wealth Management
Illinois
$455K +$4.46K +28 +1%
TAM
827
Townsend Asset Management
North Carolina
$454K +$2.39K +15 +0.5%
GC
828
Gibson Capital
Pennsylvania
$453K -$15.9K -100 -3%
SMA
829
Sage Mountain Advisors
Georgia
$452K – – –
RWI
830
Red Wave Investments
Pennsylvania
$451K -$29.1K -183 -6%
SWRP
831
Summit Wealth & Retirement Planning
California
$449K +$16.2K +102 +4%
IAG
832
Ipsen Advisor Group
Arkansas
$446K +$447K +2,808 New
MFG
833
Magnus Financial Group
New York
$444K +$125K +787 +39%
RMA
834
Roffman Miller Associates
Pennsylvania
$442K +$1.75K +11 +0.4%
TC
835
TownSquare Capital
Utah
$442K +$151K +950 +52%
SWM
836
Selective Wealth Management
Virginia
$442K +$2.87K +18 +0.7%
PK
837
Pflug Koory
Nebraska
$442K – – –
PHS
838
Pekin Hardy Strauss
Illinois
$439K -$56.8K -357 -11%
CAC
839
Certified Advisory Corp
Florida
$435K +$45.4K +285 +12%
EBA
840
Eagle Bay Advisors
New York
$434K +$292K +1,837 +205%
WAG
841
Windsor Advisory Group
Ohio
$432K +$433K +2,720 New
OWA
842
Opal Wealth Advisors
New York
$426K +$427K +2,680 New
FLA
843
Financial Life Advisors
Texas
$423K -$156K -980 -27%
GP
844
Greenline Partners
New York
$422K – – –
FHA
845
Flagship Harbor Advisors
Massachusetts
$420K +$29.5K +185 +8%
NAS
846
Nicolet Advisory Services
Wisconsin
$419K +$152K +957 +61%
MCA
847
Magnolia Capital Advisors
Mississippi
$418K – – –
SB
848
Strategic Blueprint
Georgia
$416K -$1.11K -7 -0.3%
SBIA
849
Sheaff Brock Investment Advisors
Indiana
$412K -$7.8K -49 -2%
SL
850
Salomon & Ludwin
Virginia
$408K +$409K +2,572 New
32 33
34
35 36