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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Melfa Wealth Management
Massachusetts
$286K +$27.4K +168 +12%
CI
1077
Ceera Investments
Texas
$286K – – –
EWMCB
1078
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$285K -$14.5K -89 -5%
GW
1079
GW & Wade
Massachusetts
$285K +$16.2K +99 +7%
1SB
1080
1ST Source Bank
Indiana
$285K – – –
BF
1081
Blankinship & Foster
California
$284K – – –
WJWM
1082
Williams Jones Wealth Management
New York
$283K -$9.79K -60 -4%
AWM
1083
Accel Wealth Management
Iowa
$283K +$24.5K +150 +11%
RC
1084
Rovin Capital
Arizona
$283K -$11.4K -70 -4%
LL
1085
LPWM LLC
Minnesota
$283K -$20.4K -125 -7%
RWM
1086
Ritholtz Wealth Management
New York
$280K +$254K +1,554 New
CAS
1087
Coppell Advisory Solutions
Texas
$277K +$22K +135 +10%
PWMAG
1088
Pinnacle Wealth Management Advisory Group
New Jersey
$277K +$251K +1,540 New
SWA
1089
Sax Wealth Advisors
New Jersey
$277K +$5.06K +31 +2%
GJWM
1090
Gilliland Jeter Wealth Management
Arkansas
$276K +$251K +1,536 New
CF
1091
Clarity Financial
Texas
$276K +$251K +1,536 New
EK
1092
Evensky & Katz
Florida
$276K -$1.47K -9 -0.6%
WJA
1093
Willis Johnson & Associates
Texas
$275K +$3.92K +24 +2%
AA
1094
Argent Advisors
Louisiana
$274K – – –
MW
1095
Marcum Wealth
Ohio
$274K -$6.04K -37 -2%
LB
1096
Legacy Bridge
Iowa
$273K – – –
BBI
1097
Baxter Bros Inc
Connecticut
$273K -$856K -5,242 -78%
SPWM
1098
Schrum Private Wealth Management
Florida
$271K – – –
SAM
1099
Summit Asset Management
Tennessee
$270K – – –
RSWA
1100
Robinson Smith Wealth Advisors
Maine
$270K +$245K +1,499 New
42 43
44
45 46