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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIWM
1151
Investment Insight Wealth Management
New York
$421K +$894 +4 +0.2%
CWA
1152
CM Wealth Advisors
Ohio
$418K – – –
BWS
1153
BCR Wealth Strategies
Alabama
$416K -$261K -1,168 -38%
BBHC
1154
Brown Brothers Harriman & Co
New York
$415K -$1.12K -5 -0.3%
SA
1155
Skyline Advisors
Washington
$415K – – –
WCM
1156
Winthrop Capital Management
Indiana
$415K -$26.8K -120 -6%
AGC
1157
Aspen Grove Capital
Colorado
$413K – – –
RC
1158
Rexford Capital
Texas
$413K – – –
A
1159
Argentarii
Ohio
$412K +$34.9K +156 +9%
SF
1160
SeedSafe Financial
Texas
$411K – – –
PPF
1161
Pacific Park Financial
California
$410K +$422K +1,887 New
TP
1162
TritonPoint Partners
Maryland
$408K -$46.5K -208 -10%
I
1163
INVST
Indiana
$407K +$51.9K +232 +14%
SWM
1164
SeaCrest Wealth Management
New York
$407K -$23.9K -107 -5%
RI
1165
Ridgewood Investments
New Jersey
$404K +$416K +1,861 New
TFCP
1166
Twin Focus Capital Partners
Massachusetts
$402K – – –
CWS
1167
Cypress Wealth Services
California
$401K – – –
CFS
1168
CGC Financial Services
Oregon
$400K – – –
S4W
1169
Solutions 4 Wealth
Texas
$400K – – –
IFPL
1170
Investments & Financial Planning LLC
Kentucky
$399K -$1.79K -8 -0.4%
TP
1171
Thayer Partners
Pennsylvania
$399K +$4.47K +20 +1%
STA
1172
Summit Trail Advisors
New York
$399K -$19.9K -89 -5%
RPSA
1173
Richard P. Slaughter Associates
Texas
$399K -$49.9K -223 -11%
WTC
1174
WhitTier Trust Company
Nevada
$398K – – –
ONSWM
1175
Old North State Wealth Management
North Carolina
$398K -$1.34K -6 -0.3%
45 46
47
48 49