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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
951
Westover Capital Advisors
Delaware
$303K -$60.9K -387 -17%
BPFA
952
Barnes Pettey Financial Advisors
Mississippi
$301K – – –
GHAM
953
Gilman Hill Asset Management
Connecticut
$301K – – –
WTC
954
WhitTier Trust Company
Nevada
$300K – – –
SWA
955
Sightline Wealth Advisors
Connecticut
$299K – – –
C1AG
956
Client 1st Advisory Group
Florida
$299K -$8.03K -51 -3%
OA
957
Operose Advisors
Wisconsin
$298K +$1.42K +9 +0.5%
NL
958
NVWM LLC
Pennsylvania
$298K -$2.25M -14,273 -89%
DE
959
Day & Ennis
Georgia
$297K +$1.1K +7 +0.4%
CWA
960
CM Wealth Advisors
Ohio
$297K +$269K +1,711 New
AFO
961
Arrowroot Family Office
California
$295K -$9.92K -63 -3%
DWM
962
Defined Wealth Management
Oregon
$294K +$5.2K +33 +2%
KCM
963
Kanawha Capital Management
Virginia
$294K -$15K -95 -5%
BBA
964
BLB&B Advisors
Pennsylvania
$293K +$278K +1,769 New
PEA
965
Park Edge Advisors
Ohio
$292K +$157 +1 +0.1%
WFA
966
Wells Financial Advisors
Massachusetts
$292K – – –
RI
967
Ridgewood Investments
New Jersey
$291K +$69.7K +443 +34%
WCM
968
Weik Capital Management
Pennsylvania
$289K -$39.4K -250 -13%
B
969
Bridgeworth
Alabama
$288K – – –
CI
970
Ceera Investments
Texas
$287K – – –
IIC
971
Integrated Investment Consultants
Michigan
$286K – – –
TA
972
TFG Advisers
Michigan
$286K +$630 +4 +0.2%
CWP
973
Corepath Wealth Partners
Arizona
$286K +$25K +159 +10%
MPCL
974
My Personal CFO LLC
Washington
$283K +$630 +4 +0.2%
HIGP
975
Hill Investment Group Partners
Missouri
$283K -$39.5K -251 -13%
37 38
39
40 41