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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
851
Annis Gardner Whiting Capital Advisors
Florida
$585K -$38.8K -215 -7%
WA
852
Wambolt & Associates
Colorado
$585K -$479K -2,655 -46%
CFG
853
Citizens Financial Group
Rhode Island
$584K +$15.5K +86 +3%
RWM
854
Rockwood Wealth Management
Pennsylvania
$582K – – –
UI
855
Unconventional Investor
New Hampshire
$580K – – –
RA
856
Resolute Advisors
California
$579K +$2.89K +16 +0.5%
SCA
857
STALEY CAPITAL ADVISERS
Pennsylvania
$576K -$349K -1,934 -39%
WWM
858
Western Wealth Management
Colorado
$572K -$9.38K -52 -2%
AWM
859
Axxcess Wealth Management
California
$572K -$296K -1,639 -35%
DWM
860
Dopkins Wealth Management
New York
$567K +$26.2K +145 +5%
DAM
861
Derbend Asset Management
Georgia
$565K +$180 +1 +0%
TWA
862
TCI Wealth Advisors
Arizona
$563K +$6.32K +35 +1%
RI
863
Rinkey Investments
California
$562K – – –
IFPL
864
Investments & Financial Planning LLC
Kentucky
$562K -$37.7K -209 -7%
IAS
865
Insigneo Advisory Services
Florida
$562K +$52.9K +293 +11%
RMA
866
Roffman Miller Associates
Pennsylvania
$560K -$11.9K -66 -2%
GC
867
Gibson Capital
Pennsylvania
$557K – – –
SOAG
868
Silver Oak Advisory Group
Oregon
$556K +$180 +1 +0%
SFPG
869
Stonebridge Financial Planning Group
Florida
$551K +$27.1K +150 +6%
GHAM
870
Gilman Hill Asset Management
Connecticut
$551K +$190K +1,053 +58%
CAM
871
Clark Asset Management
New Hampshire
$550K +$1.44K +8 +0.3%
TW
872
TrinityPoint Wealth
Connecticut
$548K -$18.6K -103 -3%
GWS
873
Glassman Wealth Services
Virginia
$548K +$18.8K +104 +4%
SPW
874
Sonoma Private Wealth
California
$548K +$541 +3 +0.1%
CTA
875
Camelot Technology Advisors
California
$547K – – –
33 34
35
36 37