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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1101
Gerber Kawasaki Wealth & Investment Management
California
$394K +$64.2K +314 +20%
SW
1102
Simplicity Wealth
New Jersey
$393K -$583K -2,852 -60%
SA
1103
Skyline Advisors
Washington
$393K – – –
CCM
1104
Compass Capital Management
Minnesota
$392K +$384K +1,880 New
IFPL
1105
Investments & Financial Planning LLC
Kentucky
$392K -$14.3K -70 -4%
CCG
1106
Coastwise Capital Group
California
$391K +$22.1K +108 +6%
MAM
1107
MWA Asset Management
Massachusetts
$390K -$49.3K -241 -11%
TWM
1108
Thrive Wealth Management
Pennsylvania
$388K -$21.5K -105 -5%
SWP
1109
Sagespring Wealth Partners
Tennessee
$386K +$57K +279 +18%
CFS
1110
CGC Financial Services
Oregon
$384K – – –
S4W
1111
Solutions 4 Wealth
Texas
$384K – – –
OCM
1112
One Capital Management
California
$383K +$375K +1,834 New
WTC
1113
WhitTier Trust Company
Nevada
$383K -$31.1K -152 -8%
SFS
1114
Summit Financial Strategies
Ohio
$381K -$1.64K -8 -0.4%
BI
1115
Binnacle Investments
Iowa
$381K -$1.84K -9 -0.5%
CLA
1116
Carnegie Lake Advisors
New Jersey
$381K +$373K +1,825 New
NLP
1117
Next Level Private
New York
$380K -$4.91K -24 -1%
ONSWM
1118
Old North State Wealth Management
North Carolina
$380K -$12.9K -63 -3%
HWA
1119
HHM Wealth Advisors
Tennessee
$379K -$4.5K -22 -1%
LNWWM
1120
Laird Norton Wetherby Wealth Management
California
$377K -$2.45K -12 -0.7%
I
1121
INVST
Indiana
$377K -$891K -4,356 -71%
CIC
1122
Cutler Investment Counsel
Oregon
$377K – – –
CB
1123
Cadence Bank
Mississippi
$374K -$2.25K -11 -0.6%
CAL
1124
Capital Advisors Ltd
Ohio
$374K -$13.3K -65 -4%
UFA
1125
Uptown Financial Advisors
Texas
$373K – – –
43 44
45
46 47