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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
876
Soltis Investment Advisors
Utah
$918K -$197K -847 -18%
GWS
877
Glassman Wealth Services
Virginia
$918K +$233 +1 +0%
QFA
878
Quantum Financial Advisors
California
$915K -$2.79K -12 -0.3%
KA
879
Kovack Advisors
Florida
$914K +$63.5K +273 +8%
LSPW
880
Lake Street Private Wealth
Illinois
$911K +$233 +1 +0%
EFP
881
Envision Financial Planning
Tennessee
$905K -$58.4K -251 -6%
WC
882
Westhampton Capital
North Carolina
$901K -$4.42K -19 -0.5%
MP
883
McDonald Partners
Ohio
$898K +$20.7K +89 +2%
SWA
884
Sightline Wealth Advisors
Connecticut
$897K +$930 +4 +0.1%
LWM
885
LightSquare Wealth Management
Michigan
$897K -$94.2K -405 -10%
KA
886
KDT Advisors
New York
$887K – – –
BWA
887
Bestgate Wealth Advisors
Maryland
$879K -$203K -874 -19%
ACM
888
Armbruster Capital Management
New York
$878K – – –
GIM
889
Goelzer Investment Management
Indiana
$876K -$112K -481 -12%
CFG
890
Citizens Financial Group
Rhode Island
$875K -$130K -560 -13%
MWA
891
Medallion Wealth Advisors
Connecticut
$875K -$32.1K -138 -4%
PWA
892
Physician Wealth Advisors
Utah
$872K +$233 +1 +0%
CTA
893
Chesley Taft & Associates
Illinois
$872K – – –
LPP
894
Life Planning Partners
Florida
$864K -$25.4K -109 -3%
AFO
895
Arrowroot Family Office
California
$863K -$465 -2 -0.1%
BWM
896
BCS Wealth Management
Tennessee
$859K -$2.09K -9 -0.3%
MAG
897
Mayfair Advisory Group
Alabama
$856K -$37.2K -160 -4%
TWC
898
TD Waterhouse Canada
Ontario, Canada
$853K – – –
APIM
899
Agate Pass Investment Management
Washington
$851K – – –
KNFPWM
900
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$849K +$2.56K +11 +0.3%
34 35
36
37 38