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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
951
ERn Financial LLC
Wisconsin
$581K – – –
AF
952
Apexium Financial
Texas
$579K -$74.4K -364 -12%
SS
953
Sunbelt Securities
Texas
$577K +$540K +2,643 +2,149%
EAM
954
Empirical Asset Management
Massachusetts
$577K – – –
TFCP
955
Twin Focus Capital Partners
Massachusetts
$576K +$129K +631 +30%
FWA
956
FSM Wealth Advisors
Ohio
$576K +$3.48K +17 +0.6%
MWM
957
Modern Wealth Management
Kansas
$576K -$2.04K -10 -0.4%
TWP
958
Tyche Wealth Partners
Texas
$575K -$315K -1,542 -36%
PW
959
Potentia Wealth
California
$572K +$6.13K +30 +1%
AWM
960
Aviso Wealth Management
Washington
$570K +$18.4K +90 +3%
WAG
961
Windsor Advisory Group
Ohio
$568K – – –
IAG
962
Investmark Advisory Group
Connecticut
$567K +$23.7K +116 +4%
FI
963
FWG Investments
Kentucky
$564K +$75K +367 +16%
FFC
964
Frederick Financial Consultants
Maryland
$563K – – –
FIA
965
FNY Investment Advisers
New York
$563K +$552K +2,700 New
KF
966
K2 Financial
California
$562K +$63.4K +310 +13%
GOCP
967
Great Oak Capital Partners
Massachusetts
$561K +$549K +2,687 New
AR
968
Apeiron RIA
Texas
$559K -$64.8K -317 -11%
FIC
969
Family Investment Center
Missouri
$557K +$1.43K +7 +0.3%
GP
970
Greenline Partners
New York
$555K -$13.9K -68 -2%
CWM
971
Copia Wealth Management
Oregon
$555K +$30.3K +148 +6%
CIC
972
Carnegie Investment Counsel
Ohio
$554K +$68.9K +337 +15%
RPGNY
973
Retirement Planning Group (New York)
New York
$553K +$123K +602 +30%
NWMG
974
National Wealth Management Group
Ohio
$552K +$541K +2,646 New
RWA
975
Rooted Wealth Advisors
Illinois
$551K +$46.6K +228 +10%
37 38
39
40 41