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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1001
Marcum Wealth
Ohio
$249K -$8.03K -48 -3%
EK
1002
Evensky & Katz
Florida
$246K +$4.01K +24 +2%
IAG
1003
Investmark Advisory Group
Connecticut
$246K +$257K +1,540 New
HIS
1004
Horizon Investment Services
Indiana
$243K -$167 -1 -0.1%
AA
1005
Argent Advisors
Louisiana
$243K – – –
LB
1006
Legacy Bridge
Iowa
$242K – – –
SWA
1007
Sax Wealth Advisors
New Jersey
$240K +$252K +1,506 New
WJA
1008
Willis Johnson & Associates
Texas
$240K – – –
SPWM
1009
Schrum Private Wealth Management
Florida
$240K – – –
CT
1010
Colonial Trust
South Carolina
$240K – – –
SAM
1011
Summit Asset Management
Tennessee
$239K – – –
WCWM
1012
Willow Creek Wealth Management
California
$238K -$3.18K -19 -1%
GW
1013
GW & Wade
Massachusetts
$237K +$10.9K +65 +5%
PG
1014
Proffitt & Goodson
Tennessee
$236K – – –
TSWM
1015
Tyler-Stone Wealth Management
Ohio
$236K -$13.5K -81 -5%
KWMG
1016
King Wealth Management Group
Florida
$233K +$22.6K +135 +10%
HAS
1017
Holland Advisory Services
Florida
$232K -$18.7K -112 -7%
WIM
1018
Warwick Investment Management
Texas
$230K – – –
MWM
1019
Melfa Wealth Management
Massachusetts
$227K -$26.6K -159 -10%
C
1020
CEDRUS
Colorado
$227K -$1.17M -7,004 -83%
AWM
1021
Accel Wealth Management
Iowa
$227K – – –
RF
1022
RHS Financial
California
$226K +$237K +1,415 New
CAM
1023
Columbia Asset Management
Michigan
$225K – – –
TFM
1024
TFC Financial Management
Massachusetts
$225K -$131K -784 -36%
WHCI
1025
W.H. Cornerstone Investments
Massachusetts
$224K +$1.34K +8 +0.6%
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