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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
826
Sightline Wealth Advisors
Connecticut
$728K +$593 +3 +0.1%
KWA
827
Kingswood Wealth Advisors
California
$725K +$53.9K +273 +8%
AIM
828
Anchor Investment Management
South Carolina
$721K -$6.72K -34 -0.9%
PPW
829
Parcion Private Wealth
Washington
$712K +$54.1K +274 +8%
QFA
830
Quantum Financial Advisors
California
$710K +$11.1K +56 +1%
PHS
831
Pekin Hardy Strauss
Illinois
$709K +$67.2K +340 +10%
OC
832
Oppenheimer & Co
New York
$708K -$104K -527 -12%
GGS
833
Galvin Gaustad & Stein
Arizona
$705K -$48.4K -245 -6%
TAM
834
Townsend Asset Management
North Carolina
$703K +$66.4K +336 +10%
CWA
835
Canvas Wealth Advisors
Kansas
$702K +$449K +2,275 +130%
UF
836
Univest Financial
Pennsylvania
$701K -$116K -586 -13%
CJ
837
Caitlin John
Michigan
$700K +$198 +1 +0%
WPA
838
Wealth Preservation Advisors
Tennessee
$698K +$740K +3,746 New
SCA
839
Snowden Capital Advisors
New York
$696K -$7.9K -40 -1%
LSPW
840
Lake Street Private Wealth
Illinois
$695K +$198 +1 +0%
GWS
841
Glassman Wealth Services
Virginia
$694K -$20.5K -104 -3%
GFL
842
Granite FO LLC
New Hampshire
$692K – – –
GC
843
Grimes & Company
Massachusetts
$690K -$9.29K -47 -1%
EPM
844
Elm Partners Management
Pennsylvania
$688K +$178K +901 +32%
VWA
845
Visionary Wealth Advisors
Illinois
$685K +$395 +2 +0.1%
CT
846
Caldwell Trust
Florida
$685K -$237K -1,200 -25%
CCC
847
Compass Capital Corp
Massachusetts
$684K -$86.5K -438 -10%
JSL
848
JT Stratford LLC
Georgia
$680K -$12.2K -62 -2%
MPW
849
Magnolia Private Wealth
Pennsylvania
$678K -$8.89K -45 -1%
AC
850
AlphaCore Capital
California
$676K +$717K +3,629 New
32 33
34
35 36