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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
876
Fonville Wealth Management
Virginia
$626K +$396K +2,007 +145%
SOAG
877
Silver Oak Advisory Group
Oregon
$623K +$83.4K +422 +14%
CPW
878
Cove Private Wealth
New York
$622K +$660K +3,340 New
CAM
879
Cozad Asset Management
Illinois
$614K +$198 +1 +0%
AWP
880
Axis Wealth Partners
Rhode Island
$613K +$8.89K +45 +1%
WCM
881
Winebrenner Capital Management
Kentucky
$612K -$7.31K -37 -1%
SAM
882
Silvercrest Asset Management
New York
$611K +$21.9K +111 +4%
ECM
883
Evergreen Capital Management
Washington
$611K – – –
WIC
884
Woodmont Investment Counsel
Tennessee
$609K -$15K -76 -2%
CPP
885
Capasso Planning Partners
South Carolina
$609K -$130K -660 -17%
BB
886
Busey Bank
Illinois
$608K +$2.57K +13 +0.4%
BTWM
887
Brass Tax Wealth Management
Ohio
$608K -$5.33K -27 -0.8%
AFM
888
Abbot Financial Management
Massachusetts
$608K +$198 +1 +0%
HSA
889
HBK Sorce Advisory
Pennsylvania
$606K -$81.2K -411 -11%
AA
890
Apriem Advisors
California
$605K +$261K +1,323 +69%
RWM
891
Rockwood Wealth Management
Pennsylvania
$603K -$3.56K -18 -0.6%
GWS
892
Greykasell Wealth Strategies
California
$603K +$988 +5 +0.2%
NPFS
893
Novak & Powell Financial Services
Florida
$599K -$540K -2,733 -46%
BFC
894
Bedel Financial Consulting
Indiana
$599K +$25.5K +129 +4%
BPFA
895
Barnes Pettey Financial Advisors
Mississippi
$598K +$273K +1,384 +76%
AWP
896
Astra Wealth Partners
New Jersey
$597K – – –
FHA
897
Flagship Harbor Advisors
Massachusetts
$596K +$1.78K +9 +0.3%
LWMNY
898
Landmark Wealth Management (New York)
New York
$595K -$32K -162 -5%
MF
899
Manuka Financial
Virginia
$592K +$57.5K +291 +10%
CAG
900
Crestwood Advisors Group
Massachusetts
$590K – – –
34 35
36
37 38