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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1001
TFO Wealth Partners
Ohio
$657K +$22.1K +95 +4%
SCA
1002
Strathmore Capital Advisors
North Carolina
$651K – – –
CWRP
1003
Cassady Wealth & Retirement Planning
Nevada
$650K -$2.09K -9 -0.3%
FT
1004
Fiduciary Trust
Massachusetts
$650K -$9.3K -40 -1%
IW
1005
Integrated Wealthcare
North Carolina
$647K -$698 -3 -0.1%
TWP
1006
Tyche Wealth Partners
Texas
$646K +$2.79K +12 +0.5%
GP
1007
Greenline Partners
New York
$646K – – –
FFC
1008
Frederick Financial Consultants
Maryland
$644K -$11.6K -50 -2%
SFM
1009
Systematic Financial Management
New Jersey
$643K +$559K +2,405 +994%
WF
1010
WoodTrust Financial
Wisconsin
$643K +$2.09K +9 +0.3%
CAS
1011
Coppell Advisory Solutions
Texas
$643K +$1.05M +4,511 New
HCA
1012
Harpswell Capital Advisors
Maine
$641K -$814K -3,500 -57%
GT
1013
Glenview Trust
Kentucky
$640K -$52.3K -225 -8%
PTC
1014
Private Trust Company
Ohio
$638K -$2.79K -12 -0.5%
LAM
1015
Lakewood Asset Management
Illinois
$635K -$38.4K -165 -6%
HCP
1016
Hexagon Capital Partners
Arkansas
$634K -$5.82K -25 -0.9%
TA
1017
Tactive Advisors
Florida
$633K -$22.1K -95 -4%
UF
1018
Univest Financial
Pennsylvania
$632K -$7.44K -32 -1%
SFPG
1019
Stonebridge Financial Planning Group
Florida
$631K -$23.3K -100 -4%
STA
1020
Smith Thornton Advisors
Alabama
$629K – – –
SAG
1021
SageView Advisory Group
California
$628K -$76.3K -328 -11%
WTA
1022
Washington Trust Advisors
Massachusetts
$624K +$127K +545 +27%
GWM
1023
Gilpin Wealth Management
Colorado
$620K -$4.88K -21 -0.8%
QHA
1024
Quarry Hill Advisors
Minnesota
$620K – – –
GWMI
1025
Guardian Wealth Management (Illinois)
Illinois
$619K +$10.5K +45 +2%
39 40
41
42 43