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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1051
DeLarme Wealth Management
California
$535K -$4.92K -22 -0.9%
AWM
1052
Atticus Wealth Management
Florida
$534K -$10.1K -45 -2%
SCM
1053
SCS Capital Management
Massachusetts
$534K -$65.7K -294 -11%
PCG
1054
Prosperity Consulting Group
Maryland
$533K – – –
RWI
1055
Red Wave Investments
Pennsylvania
$533K -$1.79K -8 -0.3%
MWM
1056
Manske Wealth Management
Texas
$532K +$305K +1,363 +125%
XPN
1057
XY Planning Network
Montana
$531K -$125K -559 -19%
HAG
1058
HighPoint Advisor Group
Illinois
$528K +$28.8K +129 +6%
PWP
1059
Precedent Wealth Partners
Texas
$525K -$13K -58 -2%
DWT
1060
Dorsey & Whitney Trust
South Dakota
$525K -$85.4K -382 -14%
CFP
1061
Cascade Financial Partners
California
$522K -$1.56K -7 -0.3%
TFGT
1062
TS Financial Group (TSFG)
Illinois
$521K – – –
RI
1063
Rinkey Investments
California
$520K – – –
GT
1064
GreatBanc Trust
Illinois
$519K -$81.6K -365 -13%
VA
1065
Valmark Advisers
Ohio
$519K +$4.92K +22 +0.9%
FSA
1066
Fort Sheridan Advisors
Illinois
$518K +$533K +2,385 New
MF
1067
Manuka Financial
Virginia
$517K – – –
LWMNY
1068
Landmark Wealth Management (New York)
New York
$516K +$6.26K +28 +1%
OCM
1069
Orleans Capital Management
Louisiana
$516K – – –
LPT
1070
Legacy Private Trust
Wisconsin
$514K +$3.58K +16 +0.7%
LWM
1071
Lodestone Wealth Management
Washington
$512K -$27.1K -121 -5%
NAMNJ
1072
NorthStar Asset Management (New Jersey)
New Jersey
$509K -$894 -4 -0.2%
RMA
1073
Roffman Miller Associates
Pennsylvania
$507K +$2.91K +13 +0.6%
CTA
1074
Camelot Technology Advisors
California
$506K +$894 +4 +0.2%
MA
1075
Montag & Associates
Georgia
$503K – – –
41 42
43
44 45