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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1051
CM Wealth Advisors
Ohio
$308K – – –
HGERS
1052
Householder Group Estate & Retirement Specialist
Arizona
$307K +$221K +1,351 +375%
HBW
1053
Hazlett, Burt & Watson
West Virginia
$306K +$2.29K +14 +0.8%
BC
1054
Burney Company
Virginia
$304K -$51.3K -314 -16%
TA
1055
TFG Advisers
Michigan
$303K -$3.59K -22 -1%
RWM
1056
Revisor Wealth Management
Ohio
$301K -$304K -1,863 -53%
OFS
1057
OneAscent Financial Services
Alabama
$300K +$64.3K +394 +31%
DCM
1058
DGS Capital Management
New Jersey
$300K +$2.29K +14 +0.8%
WGCA
1059
Wolf Group Capital Advisors
Virginia
$299K +$3.43K +21 +1%
B
1060
Bridgeworth
Alabama
$299K -$5.39K -33 -2%
CCMG
1061
Clark Capital Management Group
Pennsylvania
$297K +$270K +1,652 New
AWA
1062
Amplius Wealth Advisors
Pennsylvania
$297K -$9.14K -56 -3%
FCH
1063
Freestone Capital Holdings
Washington
$296K +$58.3K +357 +28%
KWAG
1064
Kiely Wealth Advisory Group
North Carolina
$295K +$270K +1,651 New
MCM
1065
Mattern Capital Management
Colorado
$295K – – –
HIGP
1066
Hill Investment Group Partners
Missouri
$295K -$11.1K -68 -4%
TRCT
1067
Tower Research Capital (TRC)
New York
$294K -$395K -2,417 -60%
HWA
1068
HHM Wealth Advisors
Tennessee
$294K -$45.7K -280 -15%
CWP
1069
Corepath Wealth Partners
Arizona
$293K – – –
BWM
1070
Benchmark Wealth Management
Connecticut
$291K +$816 +5 +0.3%
CAM
1071
Creekmur Asset Management
Illinois
$291K +$264K +1,616 New
DE
1072
Day & Ennis
Georgia
$289K +$1.14K +7 +0.4%
FCP
1073
Fidelis Capital Partners
Florida
$289K – – –
LAM
1074
Lakewood Asset Management
Illinois
$289K -$168K -1,029 -39%
MWM
1075
Melfa Wealth Management
Massachusetts
$286K +$27.4K +168 +12%
41 42
43
44 45