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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
851
Richmond Investment Services
Wisconsin
$732K +$332K +1,795 +92%
WPA
852
Wealth Preservation Advisors
Tennessee
$731K – – –
LSPW
853
Lake Street Private Wealth
Illinois
$728K – – –
GWS
854
Glassman Wealth Services
Virginia
$726K – – –
GFL
855
Granite FO LLC
New Hampshire
$724K – – –
SHF
856
Stage Harbor Financial
Massachusetts
$722K -$58.5K -316 -8%
AWP
857
Accretive Wealth Partners
New Jersey
$722K – – –
PPW
858
Parcion Private Wealth
Washington
$721K -$23.1K -125 -3%
MCA
859
Magnolia Capital Advisors
Mississippi
$720K +$55.5K +300 +9%
CT
860
Caldwell Trust
Florida
$716K -$926 -5 -0.1%
SXL
861
Summit X LLC
Missouri
$711K +$337K +1,823 +100%
WFAG
862
Wescott Financial Advisory Group
Pennsylvania
$709K -$327K -1,765 -33%
AWM
863
Axxcess Wealth Management
California
$709K +$673K +3,638 New
LW
864
Libra Wealth
California
$707K +$185 +1 +0%
WC
865
Westhampton Capital
North Carolina
$707K – – –
MAG
866
Mayfair Advisory Group
Alabama
$707K +$18.9K +102 +3%
HPM
867
Hoxton Planning & Management
West Virginia
$703K +$100K +540 +18%
CTA
868
Chesley Taft & Associates
Illinois
$700K -$7.4K -40 -1%
SCA
869
Snowden Capital Advisors
New York
$692K -$38.1K -206 -6%
EWM
870
Evermay Wealth Management
Virginia
$690K -$14.6K -79 -2%
BCM
871
Becker Capital Management
Oregon
$689K +$2.78K +15 +0.4%
KNFPWM
872
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$688K -$3.7K -20 -0.6%
AFO
873
Arrowroot Family Office
California
$688K +$653K +3,527 New
LPP
874
Life Planning Partners
Florida
$687K -$13K -70 -2%
KA
875
Klingman & Associates
New York
$687K +$10.7K +58 +2%
33 34
35
36 37