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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
951
Woodside Wealth Management
Massachusetts
$637K – – –
WCM
952
Weik Capital Management
Pennsylvania
$635K – – –
WIC
953
Woodmont Investment Counsel
Tennessee
$635K +$26.4K +126 +4%
ERIC
954
Eagle Rock Investment Company
Georgia
$634K +$1.88K +9 +0.3%
XPN
955
XY Planning Network
Montana
$634K +$71.2K +340 +13%
TCM
956
Triumph Capital Management
Colorado
$632K +$625K +2,986 New
TWA
957
TCI Wealth Advisors
Arizona
$629K -$2.51K -12 -0.4%
HPM
958
Hoxton Planning & Management
West Virginia
$629K -$117K -557 -16%
CF
959
Centaurus Financial
California
$627K +$2.93K +14 +0.5%
KF
960
K2 Financial
California
$621K +$14.9K +71 +3%
SG
961
StoneX Group
New York
$619K -$262K -1,249 -30%
LAM
962
Lakewood Asset Management
Illinois
$617K +$66K +315 +12%
BBA
963
BLB&B Advisors
Pennsylvania
$617K +$144K +689 +31%
DCM
964
DGS Capital Management
New Jersey
$617K +$5.44K +26 +0.9%
SAM
965
Silvercrest Asset Management
New York
$615K +$191K +911 +46%
CB
966
Community Bank
New York
$615K – – –
CWM
967
Collaborative Wealth Management
Florida
$614K +$13K +62 +2%
AT
968
American Trust
Kentucky
$614K +$22.2K +106 +4%
GC
969
Gibson Capital
Pennsylvania
$614K – – –
CWM
970
Centurion Wealth Management
Virginia
$613K +$93.4K +446 +18%
PLFS
971
Provident Living Financial Services
Utah
$611K +$604K +2,885 New
AHC
972
Anderson Hoagland & Co
Missouri
$610K – – –
EWM
973
Evermay Wealth Management
Virginia
$610K -$19.1K -91 -3%
TVAMP
974
Tennessee Valley Asset Management Partners
Tennessee
$608K -$43.1K -206 -7%
BC
975
Bowman & Company
Wisconsin
$608K +$2.93K +14 +0.5%
37 38
39
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