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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
901
Astra Wealth Partners
New Jersey
$625K – – –
FHA
902
Flagship Harbor Advisors
Massachusetts
$624K – – –
DWP
903
Destiny Wealth Partners
Florida
$623K +$343K +1,853 +138%
MF
904
Manuka Financial
Virginia
$620K – – –
CAG
905
Crestwood Advisors Group
Massachusetts
$619K +$1.85K +10 +0.3%
RWM
906
Rockwood Wealth Management
Pennsylvania
$616K -$14.6K -79 -2%
MWA
907
Medallion Wealth Advisors
Connecticut
$614K +$40.4K +218 +8%
SG
908
StoneX Group
New York
$613K +$250K +1,351 +76%
WWM
909
Western Wealth Management
Colorado
$613K -$2.96K -16 -0.5%
AF
910
Apexium Financial
Texas
$613K +$13K +70 +2%
TC
911
Trilogy Capital
California
$612K -$4.81K -26 -0.8%
EB
912
Exchange Bank
California
$610K -$5.18K -28 -0.9%
THL
913
Tillman Hartley LLC
Colorado
$609K +$377K +2,036 +187%
WIC
914
Woodmont Investment Counsel
Tennessee
$609K -$27.8K -150 -5%
QCM
915
QRG Capital Management
Illinois
$608K +$14.4K +78 +3%
CCB
916
Country Club Bank
Missouri
$604K – – –
RA
917
Resolute Advisors
California
$604K – – –
WA
918
Wealthstream Advisors
New York
$603K – – –
FCH
919
Freestone Capital Holdings
Washington
$599K -$1.11K -6 -0.2%
UI
920
Unconventional Investor
New Hampshire
$599K – – –
SFPG
921
Stonebridge Financial Planning Group
Florida
$598K -$193K -1,040 -25%
TWA
922
TCI Wealth Advisors
Arizona
$596K +$71.6K +387 +15%
EPM
923
Elm Partners Management
Pennsylvania
$592K -$122K -659 -18%
FFS
924
Founders Financial Securities
Maryland
$591K +$22.6K +122 +4%
GGS
925
Galvin Gaustad & Stein
Arizona
$591K -$140K -755 -20%
35 36
37
38 39