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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1001
Regent Peak Wealth Advisors
Georgia
$261K -$18.6K -118 -7%
HAS
1002
Holland Advisory Services
Florida
$259K -$43.1K -274 -15%
TSWM
1003
Tyler-Stone Wealth Management
Ohio
$258K +$246K +1,563 New
LL
1004
LPWM LLC
Minnesota
$257K -$67.5K -429 -22%
HIS
1005
Horizon Investment Services
Indiana
$253K -$17.6K -112 -7%
AA
1006
Argent Advisors
Louisiana
$252K +$240K +1,525 New
LB
1007
Legacy Bridge
Iowa
$251K +$142K +900 +146%
EK
1008
Evensky & Katz
Florida
$251K -$5.2K -33 -2%
WCWM
1009
Willow Creek Wealth Management
California
$250K +$238K +1,513 New
TDC
1010
Thompson Davis & Co
Virginia
$250K +$3.15K +20 +1%
WJA
1011
Willis Johnson & Associates
Texas
$249K -$37K -235 -14%
SPWM
1012
Schrum Private Wealth Management
Florida
$249K – – –
WPA
1013
West Paces Advisors
Georgia
$249K +$202K +1,286 +593%
CT
1014
Colonial Trust
South Carolina
$249K -$630 -4 -0.3%
CAS
1015
Coppell Advisory Solutions
Texas
$248K -$25K -159 -10%
SAM
1016
Summit Asset Management
Tennessee
$248K – – –
PG
1017
Proffitt & Goodson
Tennessee
$245K – – –
PIA
1018
Pinion Investment Advisors
Kansas
$244K +$232K +1,476 New
WI
1019
Wintrust Investments
Illinois
$244K -$722K -4,583 -76%
RWA
1020
Ropes Wealth Advisors
Massachusetts
$242K +$230K +1,461 New
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$241K -$19.7K -125 -8%
WIM
1022
Warwick Investment Management
Texas
$239K – – –
AWM
1023
Accel Wealth Management
Iowa
$235K +$205K +1,303 +1,086%
GW
1024
GW & Wade
Massachusetts
$235K – – –
CAM
1025
Columbia Asset Management
Michigan
$233K -$2.36K -15 -1%
39 40
41
42 43