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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
826
Landmark Wealth Management (New York)
New York
$693K +$664K +3,453 New
LW
827
Libra Wealth
California
$684K +$4.04K +21 +0.6%
CA
828
Continuum Advisory
Idaho
$678K +$18.5K +96 +3%
SFPM
829
Sensible Financial Planning & Management
Massachusetts
$678K +$650K +3,379 New
TC
830
Trilogy Capital
California
$669K -$10.2K -53 -2%
CFG
831
Citizens Financial Group
Rhode Island
$668K +$49.8K +259 +8%
PCP
832
Proficio Capital Partners
Massachusetts
$665K -$856K -4,455 -57%
LA
833
Lane & Associates
New Jersey
$661K -$961 -5 -0.2%
BTWM
834
Brass Tax Wealth Management
Ohio
$660K +$23.1K +120 +4%
ECM
835
Evergreen Capital Management
Washington
$659K – – –
EB
836
Exchange Bank
California
$654K +$45.8K +238 +8%
BB
837
Busey Bank
Illinois
$653K – – –
WP
838
WMS Partners
Maryland
$643K -$18.1K -94 -3%
HSA
839
HBK Sorce Advisory
Pennsylvania
$639K +$135K +701 +28%
NP
840
NorthRock Partners
Minnesota
$639K -$119K -619 -16%
FHA
841
Flagship Harbor Advisors
Massachusetts
$639K +$16K +83 +3%
WWM
842
Western Wealth Management
Colorado
$636K -$13.8K -72 -2%
BMCM
843
Bryn Mawr Capital Management
Pennsylvania
$636K -$30K -156 -5%
FFA
844
Fortune Financial Advisors
Kansas
$635K -$2.12K -11 -0.3%
SFPG
845
Stonebridge Financial Planning Group
Florida
$633K -$10.2K -53 -2%
GC
846
Gibson Capital
Pennsylvania
$633K +$37.7K +196 +7%
BFC
847
Bedel Financial Consulting
Indiana
$631K +$2.5K +13 +0.4%
HIP
848
HUB Investment Partners
Texas
$631K +$57.9K +301 +11%
TWA
849
TCI Wealth Advisors
Arizona
$628K -$34.2K -178 -5%
FCH
850
Freestone Capital Holdings
Washington
$627K +$220K +1,142 +58%
32 33
34
35 36