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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1126
Elevation Wealth Partners
California
$491K -$4.88K -21 -1%
CCMG
1127
Clark Capital Management Group
Pennsylvania
$489K +$91K +391 +24%
BCA
1128
Ballentine Capital Advisors
South Carolina
$488K -$3.49K -15 -0.7%
BAM
1129
Bosun Asset Management
Illinois
$486K – – –
RG
1130
Rathbones Group
United Kingdom
$486K – – –
CA
1131
CoreCap Advisors
Michigan
$483K +$233 +1 +0.1%
VCP
1132
Verus Capital Partners
Arizona
$481K -$2.22M -9,547 -83%
AIA
1133
AssuredPartners Investment Advisors
Florida
$481K +$460K +1,979 New
SSCA
1134
South Shore Capital Advisors
Massachusetts
$481K – – –
FMWA
1135
Forvis Mazars Wealth Advisors
Missouri
$480K +$233 +1 +0.1%
TL
1136
Tradewinds LLC
North Carolina
$479K +$3.8M +16,331 +1,261%
FFM
1137
Forum Financial Management
Illinois
$479K +$209K +898 +84%
C1AG
1138
Client 1st Advisory Group
Florida
$478K +$4.88K +21 +1%
GAM
1139
Gemmer Asset Management
California
$478K +$930 +4 +0.2%
HCM
1140
Hall Capital Management
Rhode Island
$477K -$936K -4,023 -67%
AWC
1141
Adamsbrown Wealth Consultants
Kansas
$475K – – –
WKWM
1142
Walter & Keenan Wealth Management
Indiana
$475K +$1.86K +8 +0.4%
CIC
1143
Carnegie Investment Counsel
Ohio
$474K -$179K -770 -28%
GWM
1144
Grand Wealth Management
Michigan
$474K +$1.4K +6 +0.3%
AWAU
1145
Alliance Wealth Advisors (Utah)
Utah
$472K +$452K +1,943 New
IIWM
1146
Investment Insight Wealth Management
New York
$472K +$465 +2 +0.1%
STA
1147
Summit Trail Advisors
New York
$471K +$23.3K +100 +5%
A
1148
Argentarii
Ohio
$469K -$4.42K -19 -1%
NWMG
1149
National Wealth Management Group
Ohio
$468K -$23.5K -101 -5%
CWA
1150
CM Wealth Advisors
Ohio
$468K – – –
44 45
46
47 48