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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
926
First Heartland Consultants
Missouri
$252K -$3.48K -20 -1%
TWM
927
Thrive Wealth Management
Pennsylvania
$251K +$25.9K +149 +12%
WIM
928
Warwick Investment Management
Texas
$249K – – –
CB
929
Community Bank
New York
$246K – – –
CAM
930
Crestone Asset Management
Colorado
$246K – – –
HJMC
931
Hellman Jordan Management Company
Massachusetts
$246K – – –
VA
932
Valmark Advisers
Ohio
$245K +$41.2K +237 +20%
IFO
933
Independent Family Office
New York
$245K +$242K +1,390 New
W
934
Wealthquest
Ohio
$244K – – –
GSWM
935
Golden State Wealth Management
California
$242K +$522 +3 +0.2%
RJTCONH
936
Raymond James Trust Company of New Hampshire
New Hampshire
$241K +$238K +1,370 New
GWM
937
Gray Wealth Management
Maine
$240K +$18.3K +105 +8%
WCAMG
938
Woodard & Company Asset Management Group
North Carolina
$238K – – –
WGCA
939
Wolf Group Capital Advisors
Virginia
$237K -$527K -3,031 -69%
VBWMG
940
Von Berge Wealth Management Group
California
$237K – – –
GWS
941
Glassman Wealth Services
Virginia
$237K +$13.9K +80 +6%
WFA
942
WMG Financial Advisors
Tennessee
$237K +$14.4K +83 +7%
RWM
943
Ritholtz Wealth Management
New York
$237K +$14.6K +84 +7%
IAG
944
Investment Advisory Group
Massachusetts
$236K – – –
COF
945
Capital One Financial
Virginia
$235K -$1.23M -7,057 -84%
W
946
WealthOne
New York
$235K +$233K +1,338 New
T
947
TNF
Montana
$234K – – –
GFS
948
GYL Financial Synergies
Connecticut
$234K +$231K +1,331 New
CA
949
Claro Advisors
Massachusetts
$233K – – –
FPCP
950
Fort Point Capital Partners
California
$227K -$120K -691 -35%
36 37
38
39 40