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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1101
Romano Brothers & Co
Illinois
$296K – – –
GHAM
1102
Gilman Hill Asset Management
Connecticut
$296K -$105K -545 -27%
CT
1103
Colonial Trust
South Carolina
$295K -$794K -4,128 -74%
LWM
1104
LJI Wealth Management
Indiana
$294K +$7.3K +38 +3%
SFMG
1105
Sage Financial Management Group
Virginia
$294K +$282K +1,465 New
MW
1106
Marcum Wealth
Ohio
$294K +$2.31K +12 +0.8%
RWA
1107
River Wealth Advisors
Pennsylvania
$293K +$281K +1,461 New
PWP
1108
Perfromance Wealth Partners
Illinois
$293K +$281K +1,460 New
BWP
1109
Barlow Wealth Partners
Kentucky
$293K – – –
LB
1110
Legacy Bridge
Iowa
$293K – – –
YWM
1111
Yoder Wealth Management
California
$291K – – –
CCMG
1112
Clark Capital Management Group
Pennsylvania
$289K +$46.7K +243 +20%
IIA
1113
Integral Investment Advisors
California
$288K – – –
LCM
1114
Lazari Capital Management
California
$288K +$60.6K +315 +28%
EK
1115
Evensky & Katz
Florida
$286K -$21.5K -112 -7%
RF
1116
RHS Financial
California
$286K +$274K +1,424 New
VPWA
1117
Vestia Personal Wealth Advisors
Indiana
$284K -$192 -1 -0.1%
IC
1118
Iconiq Capital
California
$283K +$2.5K +13 +0.9%
GWANC
1119
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K -$2.69K -14 -1%
CAM
1120
Columbia Asset Management
Michigan
$283K – – –
RBFC
1121
Roman Butler Fullerton & Co
Missouri
$282K -$2.88K -15 -1%
AWM
1122
Ameliora Wealth Management
Switzerland
$281K – – –
TFM
1123
TFC Financial Management
Massachusetts
$281K +$769 +4 +0.3%
CAM
1124
Creekmur Asset Management
Illinois
$279K +$2.31K +12 +0.9%
HAS
1125
Holland Advisory Services
Florida
$279K +$2.69K +14 +1%
43 44
45
46 47