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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
901
Fortis Advisors
Pennsylvania
$223K +$1.43K +9 +0.6%
GLA
902
Good Life Advisors
Pennsylvania
$223K +$247K +1,558 New
TSWM
903
Tyler-Stone Wealth Management
Ohio
$221K -$4.61K -29 -2%
HVP
904
Hudson Value Partners
Florida
$220K -$4.76K -30 -2%
FA
905
Fiducient Advisors
Illinois
$218K -$484K -3,049 -67%
WAG
906
Winthrop Advisory Group
Massachusetts
$218K +$1.11K +7 +0.5%
TA
907
TFG Advisers
Michigan
$218K +$1.75K +11 +0.7%
KFI
908
Key Financial Inc
Pennsylvania
$217K +$47.5K +299 +25%
SPWM
909
Schrum Private Wealth Management
Florida
$216K +$25.4K +160 +12%
CHA
910
Carmichael Hill & Associates
Maryland
$215K -$37.2K -234 -14%
AA
911
Argent Advisors
Louisiana
$215K – – –
SAM
912
Summit Asset Management
Tennessee
$215K – – –
LWP
913
Lumature Wealth Partners
Georgia
$214K -$23.5K -148 -9%
SCM
914
Shelton Capital Management
Colorado
$214K – – –
SFG
915
StrategIQ Financial Group
Indiana
$214K – – –
TWM
916
Thrive Wealth Management
Pennsylvania
$213K +$17.2K +108 +8%
PG
917
Proffitt & Goodson
Tennessee
$212K – – –
FWM
918
Fairhaven Wealth Management
Illinois
$211K +$1.11K +7 +0.5%
WHCI
919
W.H. Cornerstone Investments
Massachusetts
$210K +$225K +1,419 New
FMWA
920
Forvis Mazars Wealth Advisors
Missouri
$208K -$2.7K -17 -1%
WIM
921
Warwick Investment Management
Texas
$207K +$4.92K +31 +2%
CAM
922
Columbia Asset Management
Michigan
$204K +$226K +1,423 New
CAN
923
Claraphi Advisory Network
United States
$203K -$45.9K -289 -17%
T
924
TNF
Montana
$203K -$318 -2 -0.1%
CB
925
Community Bank
New York
$201K – – –
35 36
37
38 39