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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
1176
Robinson Smith Wealth Advisors
Maine
$285K +$5.93K +30 +2%
VPWA
1177
Vestia Personal Wealth Advisors
Indiana
$284K +$13K +66 +5%
DWM
1178
DecisionMap Wealth Management
Virginia
$282K -$10.3K -52 -3%
SFG
1179
Snider Financial Group
Washington
$281K +$6.72K +34 +2%
SPWM
1180
Schrum Private Wealth Management
Florida
$280K – – –
EG
1181
Ellerson Group
Maryland
$279K – – –
JWM
1182
Jeppson Wealth Management
California
$279K +$296K +1,498 New
HIS
1183
Horizon Investment Services
Indiana
$278K -$790 -4 -0.3%
RBC
1184
Romano Brothers & Co
Illinois
$277K +$1.98K +10 +0.7%
AWM
1185
Accurate Wealth Management
Florida
$276K -$17.4K -88 -5%
WCWM
1186
Willow Creek Wealth Management
California
$276K – – –
HL
1187
HeadInvest LLC
Maine
$275K – – –
LL
1188
LPWM LLC
Minnesota
$274K -$22.1K -112 -7%
CDWM
1189
Campbell Deegan Wealth Management
Virginia
$274K -$39.5K -200 -12%
LA
1190
LexAurum Advisors
Kansas
$274K +$18.2K +92 +7%
SFMG
1191
Sage Financial Management Group
Virginia
$273K – – –
IA
1192
Inspire Advisors
Idaho
$271K -$29.2K -148 -9%
GHAM
1193
Gilman Hill Asset Management
Connecticut
$270K -$4.94K -25 -2%
HWMC
1194
Heritage Wealth Management (California)
California
$269K +$13K +66 +5%
EK
1195
Evensky & Katz
Florida
$268K +$1.58K +8 +0.6%
SA
1196
Stewardship Advisors
Pennsylvania
$268K +$34.2K +173 +14%
WP
1197
Westmount Partners
California
$266K +$69.1K +350 +33%
BWP
1198
Barlow Wealth Partners
Kentucky
$265K – – –
IC
1199
Iconiq Capital
California
$264K – – –
NEWAS
1200
N.E.W. Advisory Services
Wisconsin
$264K +$37.5K +190 +15%
46 47
48
49 50