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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
2L
101
25 LLC
Missouri
$28.1M -$12.5M -59,499 -31%
BIA
102
BHK Investment Advisors
Alabama
$27.9M +$3.15M +15,046 +13%
EWM
103
Empirical Wealth Management
Washington
$27.7M -$276K -1,320 -1%
WIA
104
World Investment Advisors
California
$26.5M -$1.35M -6,431 -5%
IWA
105
Inspirion Wealth Advisors
Illinois
$26.4M -$20.8M -99,504 -44%
BWM
106
Brickley Wealth Management
California
$26.4M +$55.3K +264 +0.2%
GFWA
107
Grey Fox Wealth Advisors
Delaware
$26M +$584K +2,790 +2%
PPW
108
Pasadena Private Wealth
California
$25.2M +$128K +612 +0.5%
SWM
109
Shakespeare Wealth Management
Wisconsin
$24M +$383K +1,829 +2%
AI
110
Atria Investments
North Carolina
$23.7M +$1.19M +5,684 +5%
FA
111
Fiducient Advisors
Illinois
$22.5M +$129K +615 +0.6%
SCI
112
Silver Coast Investments
United States
$22.2M -$2.06M -9,822 -9%
WMWM
113
Whitaker-Myers Wealth Managers
Ohio
$21.9M +$554K +2,646 +3%
PIFP
114
Partners in Financial Planning
Virginia
$21.5M +$292K +1,393 +1%
PP
115
PDS Planning
Ohio
$20.9M -$32K -153 -0.2%
CT
116
Coastline Trust
Rhode Island
$20.5M -$42.3K -202 -0.2%
JIC
117
Johnson Investment Counsel
Ohio
$20.3M +$1.92M +9,171 +11%
AW
118
Avion Wealth
Texas
$20.3M +$340K +1,624 +2%
AWM
119
Avior Wealth Management
Nebraska
$19.8M -$16.3K -78 -0.1%
P
120
&Partners
Tennessee
$19.5M +$1.95M +9,328 +11%
SIA
121
Strategic Investment Advisors
Michigan
$18.7M +$13.3M +63,446 +256%
PLU
122
Performa Ltd (US)
South Carolina
$18.6M +$2.12M +10,113 +13%
DWS
123
Discipline Wealth Solutions
South Carolina
$18.5M +$13.8M +65,735 +303%
ERWM
124
E&R Wealth Management
South Carolina
$18.5M +$18.3M +87,204 New
MFG
125
Marmo Financial Group
Tennessee
$18M +$186K +886 +1%
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5
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