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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1176
Evercore Wealth Management
New York
$397K – – –
NLP
1177
Next Level Private
New York
$395K +$1.34K +6 +0.3%
SWA
1178
Sax Wealth Advisors
New Jersey
$393K -$12.5K -56 -3%
SFS
1179
Summit Financial Strategies
Ohio
$392K +$6.71K +30 +2%
MAM
1180
MWA Asset Management
Massachusetts
$390K +$3.13K +14 +0.8%
CAL
1181
Capital Advisors Ltd
Ohio
$389K – – –
UFA
1182
Uptown Financial Advisors
Texas
$388K – – –
GC
1183
Guidance Capital
Kentucky
$388K -$53.4K -239 -13%
SIC
1184
Sterling Investment Counsel
New York
$387K +$16.3K +73 +4%
CLA
1185
Carnegie Lake Advisors
New Jersey
$386K -$11.2K -50 -3%
NAS
1186
NWF Advisory Services
California
$385K – – –
CIC
1187
Cutler Investment Counsel
Oregon
$383K – – –
GWANC
1188
Guardian Wealth Advisors (North Carolina)
North Carolina
$381K +$117K +522 +42%
VCP
1189
Vista Capital Partners
Oregon
$379K +$4.02K +18 +1%
SA
1190
Stewardship Advisors
Pennsylvania
$378K +$52.8K +236 +16%
CPW
1191
Cove Private Wealth
New York
$378K -$989K -4,425 -72%
EFG
1192
Ethos Financial Group
Pennsylvania
$377K +$388K +1,735 New
EP
1193
Essential Partners
California
$376K +$13.2K +59 +4%
NHT
1194
New Hampshire Trust
New Hampshire
$374K +$7.82K +35 +2%
WJWM
1195
Williams Jones Wealth Management
New York
$374K +$385K +1,721 New
KFP
1196
KMG Fiduciary Partners
Ohio
$373K +$47.2K +211 +14%
BM
1197
Berman McAleer
Maryland
$371K – – –
VCA
1198
Verdence Capital Advisors
Maryland
$371K +$894 +4 +0.2%
MWM
1199
Melfa Wealth Management
Massachusetts
$370K +$1.56K +7 +0.4%
SWM
1200
Seed Wealth Management
Illinois
$369K – – –
46 47
48
49 50