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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
926
Western Wealth Management
Colorado
$612K -$16.6K -81 -3%
WA
927
Wealthstream Advisors
New York
$611K +$1.44K +7 +0.2%
CCB
928
Country Club Bank
Missouri
$610K – – –
SCM
929
SOL Capital Management
Maryland
$609K – – –
RA
930
Resolute Advisors
California
$607K +$3.29K +16 +0.5%
UI
931
Unconventional Investor
New Hampshire
$605K +$3.29K +16 +0.5%
HPM
932
Hoxton Planning & Management
West Virginia
$605K -$1.44K -7 -0.2%
AF
933
Apexium Financial
Texas
$599K -$5.13K -25 -0.8%
AFA
934
Avant Financial Advisors
Texas
$598K +$620K +3,018 New
DWM
935
Dopkins Wealth Management
New York
$594K +$66.7K +325 +12%
FFA
936
Fortune Financial Advisors
Kansas
$593K -$34.9K -170 -5%
AHC
937
Anderson Hoagland & Co
Missouri
$589K – – –
CF
938
Centaurus Financial
California
$583K +$14.2K +69 +2%
BI
939
Beckerman Institutional
New Jersey
$583K +$41.1K +200 +7%
VCM
940
Vivaldi Capital Management
Illinois
$582K +$15.2K +74 +3%
AR
941
Apeiron RIA
Texas
$582K +$23.2K +113 +4%
CB
942
Centennial Bank
Arkansas
$580K +$25.7K +125 +4%
SOAG
943
Silver Oak Advisory Group
Oregon
$579K -$616 -3 -0.1%
FWP
944
Forefront Wealth Partners
Texas
$576K +$597K +2,906 New
CWM
945
Collaborative Wealth Management
Florida
$575K -$411 -2 -0.1%
TW
946
TrinityPoint Wealth
Connecticut
$573K +$8.21K +40 +1%
MF
947
Manuka Financial
Virginia
$572K +$593K +2,888 New
WA
948
Westfuller Advisors
New York
$572K +$592K +2,884 New
PCM
949
Pointe Capital Management
Michigan
$568K +$51.3K +250 +10%
CMMS
950
Comprehensive Money Management Services
Florida
$568K +$588K +2,866 New
36 37
38
39 40