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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1101
Private Ocean
California
$272K – – –
HWP
1102
Hibernia Wealth Partners
Louisiana
$271K +$255K +1,414 New
TFM
1103
TFC Financial Management
Massachusetts
$271K +$361 +2 +0.1%
BWP
1104
Barlow Wealth Partners
Kentucky
$269K – – –
AWM
1105
Ameliora Wealth Management
Switzerland
$269K +$253K +1,400 New
TSWM
1106
Tyler-Stone Wealth Management
Ohio
$268K -$17.1K -95 -6%
MAG
1107
Mayfair Advisory Group
Alabama
$267K +$13.5K +75 +6%
TA
1108
TruWealth Advisors
Louisiana
$267K +$1.8K +10 +0.7%
BWL
1109
Bogart Wealth LLC
Virginia
$265K – – –
CAM
1110
Creekmur Asset Management
Illinois
$265K -$42.6K -236 -15%
WAG
1111
Winthrop Advisory Group
Massachusetts
$264K +$12.5K +69 +5%
HAS
1112
Holland Advisory Services
Florida
$264K -$8.84K -49 -3%
GL
1113
Graypoint LLC
New York
$264K -$13K -72 -5%
BCM
1114
BluePointe Capital Management
California
$263K – – –
EP
1115
Eudaimonia Partners
Tennessee
$263K +$248K +1,373 New
DFG
1116
Delta Financial Group
New Jersey
$263K +$5.41K +30 +2%
WIM
1117
Warwick Investment Management
Texas
$263K -$13.5K -75 -5%
RWM
1118
Ritholtz Wealth Management
New York
$262K -$34.5K -191 -12%
WHCI
1119
W.H. Cornerstone Investments
Massachusetts
$261K +$1.26K +7 +0.5%
GWMI
1120
Guardian Wealth Management (Illinois)
Illinois
$261K +$9.56K +53 +4%
ANBT
1121
American National Bank & Trust
Texas
$261K +$208K +1,153 +562%
MIA
1122
Milestone Investment Advisors
Wisconsin
$259K – – –
WCAMG
1123
Woodard & Company Asset Management Group
North Carolina
$259K – – –
GWM
1124
Gray Wealth Management
Maine
$259K – – –
IAG
1125
Investment Advisory Group
Massachusetts
$257K – – –
43 44
45
46 47