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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1001
Tyler-Stone Wealth Management
Ohio
$258K +$246K +1,563 New
LL
1002
LPWM LLC
Minnesota
$257K -$67.5K -429 -22%
HIS
1003
Horizon Investment Services
Indiana
$253K -$17.6K -112 -7%
AA
1004
Argent Advisors
Louisiana
$252K +$240K +1,525 New
LB
1005
Legacy Bridge
Iowa
$251K +$142K +900 +146%
EK
1006
Evensky & Katz
Florida
$251K -$5.2K -33 -2%
WCWM
1007
Willow Creek Wealth Management
California
$250K +$238K +1,513 New
TDC
1008
Thompson Davis & Co
Virginia
$250K +$3.15K +20 +1%
WJA
1009
Willis Johnson & Associates
Texas
$249K -$37K -235 -14%
SPWM
1010
Schrum Private Wealth Management
Florida
$249K – – –
WPA
1011
West Paces Advisors
Georgia
$249K +$202K +1,286 +593%
CT
1012
Colonial Trust
South Carolina
$249K -$630 -4 -0.3%
CAS
1013
Coppell Advisory Solutions
Texas
$248K -$25K -159 -10%
SAM
1014
Summit Asset Management
Tennessee
$248K – – –
PG
1015
Proffitt & Goodson
Tennessee
$245K – – –
PIA
1016
Pinion Investment Advisors
Kansas
$244K +$232K +1,476 New
WI
1017
Wintrust Investments
Illinois
$244K -$722K -4,583 -76%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$242K +$230K +1,461 New
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$241K -$19.7K -125 -8%
WIM
1020
Warwick Investment Management
Texas
$239K – – –
AWM
1021
Accel Wealth Management
Iowa
$235K +$205K +1,303 +1,086%
GW
1022
GW & Wade
Massachusetts
$235K – – –
CAM
1023
Columbia Asset Management
Michigan
$233K -$2.36K -15 -1%
AA
1024
Addison Advisors
Vermont
$232K -$253K -1,610 -53%
CB
1025
Community Bank
New York
$232K – – –
39 40
41
42 43