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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
926
Consilium Wealth Advisory
Texas
$319K – – –
RG
927
Rathbones Group
United Kingdom
$319K – – –
AIM
928
Athena Investment Management
California
$319K – – –
WFA
929
West Financial Advisors
Iowa
$316K -$11.7K -70 -3%
CHA
930
Carmichael Hill & Associates
Maryland
$316K -$2.67K -16 -0.8%
LCM
931
Liberty Capital Management
Michigan
$311K +$326K +1,951 New
EWM
932
Evercore Wealth Management
New York
$310K – – –
AWC
933
Adamsbrown Wealth Consultants
Kansas
$309K – – –
HIP
934
HUB Investment Partners
Texas
$308K -$12.7K -76 -4%
HWA
935
HHM Wealth Advisors
Tennessee
$305K – – –
MMHP
936
Murphy Middleton Hinkle & Parker
Georgia
$304K +$6.52K +39 +2%
MA
937
Mezzasalma Advisors
New Jersey
$304K – – –
CFS
938
CGC Financial Services
Oregon
$303K – – –
API
939
Advisor Partners II
California
$301K -$297K -1,779 -49%
BBA
940
BLB&B Advisors
Pennsylvania
$301K +$19.4K +116 +7%
DWM
941
Defined Wealth Management
Oregon
$299K +$15.5K +93 +5%
SFS
942
Summit Financial Strategies
Ohio
$295K +$1K +6 +0.3%
TFCP
943
Twin Focus Capital Partners
Massachusetts
$295K – – –
CAL
944
Capital Advisors Ltd
Ohio
$295K – – –
FWM
945
Fairhaven Wealth Management
Illinois
$295K – – –
SW
946
SteelPeak Wealth
California
$294K – – –
NLP
947
Next Level Private
New York
$293K – – –
OWM
948
Opes Wealth Management
California
$291K -$655K -3,916 -68%
KCM
949
Kanawha Capital Management
Virginia
$291K +$7.52K +45 +3%
BPFA
950
Barnes Pettey Financial Advisors
Mississippi
$290K – – –
36 37
38
39 40