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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
101
Pasadena Private Wealth
California
$22.4M +$199K +1,103 +1%
Prudential Financial
102
Prudential Financial
New Jersey
$22.2M -$3.74M -20,716 -15%
SC
103
Sepio Capital
Utah
$22.1M +$669K +3,710 +3%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$22M -$2.21M -12,227 -10%
UOMF
105
University of Maryland Foundation
Maryland
$21.8M – – –
ML
106
McAdam LLC
Pennsylvania
$21M +$2.09M +11,604 +12%
AWM
107
Avior Wealth Management
Nebraska
$20.7M +$6.21M +34,413 +47%
AWAG
108
ARS Wealth Advisors Group
Florida
$20.4M +$1.71M +9,467 +10%
BPA
109
Beacon Pointe Advisors
California
$20.4M -$719K -3,982 -4%
KAS
110
Kestra Advisory Services
Texas
$20.3M +$1.12M +6,218 +6%
SIM
111
Studio Investment Management
Illinois
$20.2M -$2.63M -14,562 -12%
OWA
112
Opal Wealth Advisors
New York
$19.9M +$1.04M +5,781 +6%
WANY
113
Wealthspire Advisors (New York)
New York
$19.7M -$75.8K -420 -0.4%
SF
114
Safeguard Financial
Wisconsin
$18.3M +$2.15M +11,899 +14%
TWP
115
Total Wealth Planning
Ohio
$18.2M -$222K -1,233 -1%
EF
116
Empowered Funds
Pennsylvania
$18.2M +$16.7M +92,611 +4,442%
AW
117
Avion Wealth
Texas
$17.8M -$172K -951 -1%
PIFP
118
Partners in Financial Planning
Virginia
$17.5M +$59.7K +331 +0.4%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$17.3M +$641K +3,551 +4%
GT
120
Glenmede Trust
Pennsylvania
$17.3M +$260K +1,441 +2%
AC
121
Apella Capital
Connecticut
$16.9M -$1.75M -9,719 -10%
BFA
122
BBJS Financial Advisors
Washington
$16.6M +$1.56M +8,668 +11%
SWM
123
Shakespeare Wealth Management
Wisconsin
$16.6M +$128K +711 +0.8%
BF
124
Brooklyn FI
New York
$16.5M +$2.25M +12,487 +17%
RFS
125
Retirement Financial Solutions
Tennessee
$16.3M +$1.38M +7,661 +10%
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