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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
951
Gilman Hill Asset Management
Connecticut
$301K – – –
WTC
952
WhitTier Trust Company
Nevada
$300K – – –
SWA
953
Sightline Wealth Advisors
Connecticut
$299K – – –
C1AG
954
Client 1st Advisory Group
Florida
$299K -$8.03K -51 -3%
OA
955
Operose Advisors
Wisconsin
$298K +$1.42K +9 +0.5%
NL
956
NVWM LLC
Pennsylvania
$298K -$2.25M -14,273 -89%
DE
957
Day & Ennis
Georgia
$297K +$1.1K +7 +0.4%
CWA
958
CM Wealth Advisors
Ohio
$297K +$269K +1,711 New
AFO
959
Arrowroot Family Office
California
$295K -$9.92K -63 -3%
DWM
960
Defined Wealth Management
Oregon
$294K +$5.2K +33 +2%
KCM
961
Kanawha Capital Management
Virginia
$294K -$15K -95 -5%
BBA
962
BLB&B Advisors
Pennsylvania
$293K +$278K +1,769 New
PEA
963
Park Edge Advisors
Ohio
$292K +$157 +1 +0.1%
WFA
964
Wells Financial Advisors
Massachusetts
$292K – – –
RI
965
Ridgewood Investments
New Jersey
$291K +$69.7K +443 +34%
WCM
966
Weik Capital Management
Pennsylvania
$289K -$39.4K -250 -13%
B
967
Bridgeworth
Alabama
$288K – – –
CI
968
Ceera Investments
Texas
$287K – – –
IIC
969
Integrated Investment Consultants
Michigan
$286K – – –
TA
970
TFG Advisers
Michigan
$286K +$630 +4 +0.2%
CWP
971
Corepath Wealth Partners
Arizona
$286K +$25K +159 +10%
MPCL
972
My Personal CFO LLC
Washington
$283K +$630 +4 +0.2%
HIGP
973
Hill Investment Group Partners
Missouri
$283K -$39.5K -251 -13%
WJWM
974
Williams Jones Wealth Management
New York
$283K +$25.8K +164 +11%
GWANC
975
Guardian Wealth Advisors (North Carolina)
North Carolina
$282K +$96.5K +613 +56%
37 38
39
40 41