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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1101
CEDRUS
Colorado
$270K +$12.2K +75 +5%
HIS
1102
Horizon Investment Services
Indiana
$270K -$4.57K -28 -2%
TSWM
1103
Tyler-Stone Wealth Management
Ohio
$268K +$1.14K +7 +0.5%
WCWM
1104
Willow Creek Wealth Management
California
$267K -$2.12K -13 -0.9%
PG
1105
Proffitt & Goodson
Tennessee
$267K – – –
BWP
1106
Barlow Wealth Partners
Kentucky
$266K +$241K +1,478 New
CT
1107
Colonial Trust
South Carolina
$263K -$6.37K -39 -3%
OWM
1108
Opes Wealth Management
California
$262K -$60.4K -370 -20%
TCPG
1109
Trivant Custom Portfolio Group
California
$261K +$237K +1,450 New
YWM
1110
Yoder Wealth Management
California
$261K +$237K +1,450 New
GL
1111
Graypoint LLC
New York
$260K -$364K -2,229 -61%
WIM
1112
Warwick Investment Management
Texas
$260K – – –
RPWA
1113
Regent Peak Wealth Advisors
Georgia
$258K -$20.9K -128 -8%
HAS
1114
Holland Advisory Services
Florida
$256K -$5.22K -32 -2%
SFG
1115
StrategIQ Financial Group
Indiana
$256K +$4.57K +28 +2%
AAM
1116
Aureus Asset Management
Massachusetts
$256K +$232K +1,420 New
PO
1117
Private Ocean
California
$255K +$72.6K +445 +46%
TFM
1118
TFC Financial Management
Massachusetts
$254K +$326 +2 +0.1%
CAM
1119
Columbia Asset Management
Michigan
$253K – – –
FFA
1120
First Foundation Advisors
California
$252K – – –
RBFC
1121
Roman Butler Fullerton & Co
Missouri
$250K +$163 +1 +0.1%
RIS
1122
Retirement Income Solutions
Michigan
$249K +$226K +1,382 New
BWL
1123
Bogart Wealth LLC
Virginia
$248K +$22K +135 +11%
TA
1124
TruWealth Advisors
Louisiana
$248K +$225K +1,379 New
BCM
1125
BluePointe Capital Management
California
$247K +$224K +1,373 New
43 44
45
46 47