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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1001
Warwick Investment Management
Texas
$229K – – –
MW
1002
Marcum Wealth
Ohio
$228K – – –
CAM
1003
Columbia Asset Management
Michigan
$226K – – –
GW
1004
GW & Wade
Massachusetts
$226K +$331 +2 +0.1%
FFA
1005
First Foundation Advisors
California
$226K +$20.9K +126 +10%
CA
1006
Claro Advisors
Massachusetts
$225K +$235K +1,418 New
IAG
1007
Investment Advisory Group
Massachusetts
$224K – – –
CB
1008
Community Bank
New York
$222K – – –
SFG
1009
StrategIQ Financial Group
Indiana
$221K – – –
WHCI
1010
W.H. Cornerstone Investments
Massachusetts
$220K -$5.46K -33 -2%
SAM
1011
Smithbridge Asset Management
Pennsylvania
$220K – – –
KWMG
1012
King Wealth Management Group
Florida
$220K +$229K +1,385 New
FW
1013
FirstPurpose Wealth
Utah
$220K +$20.4K +123 +10%
GI
1014
Gradient Investments
Minnesota
$219K +$33.3K +201 +17%
KWS
1015
Keystone Wealth Services
California
$218K – – –
LWP
1016
Lumature Wealth Partners
Georgia
$217K – – –
MIA
1017
Milestone Investment Advisors
Wisconsin
$214K – – –
WCAMG
1018
Woodard & Company Asset Management Group
North Carolina
$214K – – –
GWM
1019
Gray Wealth Management
Maine
$214K – – –
FHC
1020
First Heartland Consultants
Missouri
$213K -$828 -5 -0.4%
SC
1021
Stephens Consulting
Michigan
$213K -$17.2K -104 -7%
SFMG
1022
Sage Financial Management Group
Virginia
$212K – – –
LWM
1023
LJI Wealth Management
Indiana
$211K +$331 +2 +0.2%
RI
1024
Ridgewood Investments
New Jersey
$209K +$7.62K +46 +4%
WP
1025
Westmount Partners
California
$208K +$497 +3 +0.2%
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