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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
926
Glassman Wealth Services
Virginia
$227K -$14K -79 -6%
WA
927
Wealth Advisors
California
$227K – – –
RWM
928
Ritholtz Wealth Management
New York
$226K -$17.6K -99 -7%
SG
929
StoneX Group
New York
$225K +$224K +1,258 New
CS
930
Cannell & Spears
New York
$225K – – –
DCM
931
Dimension Capital Management
Florida
$225K – – –
GWM
932
Gray Wealth Management
Maine
$225K – – –
WFA
933
WMG Financial Advisors
Tennessee
$225K +$224K +1,259 New
LCM
934
Liberty Capital Management
Michigan
$223K -$8.89K -50 -4%
AWA
935
Alaska Wealth Advisors
Alaska
$220K -$2.31K -13 -1%
HW
936
Hancock Whitney
Mississippi
$220K +$219K +1,230 New
MLFP
937
MPS Loria Financial Planners
Illinois
$219K – – –
PWM
938
Paulson Wealth Management
Illinois
$218K +$217K +1,218 New
BWM
939
Benchmark Wealth Management
Connecticut
$218K +$217K +1,219 New
C
940
CEDRUS
Colorado
$217K +$216K +1,214 New
KFI
941
Key Financial Inc
Pennsylvania
$217K -$15.7K -88 -7%
CB
942
Cadence Bank
Mississippi
$216K – – –
JWM
943
Jeppson Wealth Management
California
$216K – – –
B
944
BetterWealth
California
$216K +$215K +1,208 New
CCM
945
Colorado Capital Management
Colorado
$215K – – –
MJRIC
946
Mogy Joel R Investment Counsel
California
$215K – – –
GLA
947
Good Life Advisors
Pennsylvania
$214K -$66.7K -375 -24%
PWP
948
Perfromance Wealth Partners
Illinois
$213K +$212K +1,191 New
S
949
Surevest
California
$212K +$534 +3 +0.3%
PA
950
Pinnacle Associates
New York
$211K -$28.8K -162 -12%
36 37
38
39 40