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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
101
BHK Investment Advisors
Alabama
$27.9M +$3.15M +15,046 +13%
EWM
102
Empirical Wealth Management
Washington
$27.7M -$276K -1,320 -1%
WIA
103
World Investment Advisors
California
$26.5M -$1.35M -6,431 -5%
IWA
104
Inspirion Wealth Advisors
Illinois
$26.4M -$20.8M -99,504 -44%
BWM
105
Brickley Wealth Management
California
$26.4M +$55.3K +264 +0.2%
GFWA
106
Grey Fox Wealth Advisors
Delaware
$26M +$584K +2,790 +2%
PPW
107
Pasadena Private Wealth
California
$25.2M +$128K +612 +0.5%
SWM
108
Shakespeare Wealth Management
Wisconsin
$24M +$383K +1,829 +2%
AI
109
Atria Investments
North Carolina
$23.7M +$1.19M +5,684 +5%
FA
110
Fiducient Advisors
Illinois
$22.5M +$129K +615 +0.6%
SCI
111
Silver Coast Investments
United States
$22.2M -$2.06M -9,822 -9%
WMWM
112
Whitaker-Myers Wealth Managers
Ohio
$21.9M +$554K +2,646 +3%
PIFP
113
Partners in Financial Planning
Virginia
$21.5M +$292K +1,393 +1%
PP
114
PDS Planning
Ohio
$20.9M -$32K -153 -0.2%
CT
115
Coastline Trust
Rhode Island
$20.5M -$42.3K -202 -0.2%
JIC
116
Johnson Investment Counsel
Ohio
$20.3M +$1.92M +9,171 +11%
AW
117
Avion Wealth
Texas
$20.3M +$340K +1,624 +2%
AWM
118
Avior Wealth Management
Nebraska
$19.8M -$16.3K -78 -0.1%
P
119
&Partners
Tennessee
$19.5M +$1.95M +9,328 +11%
SIA
120
Strategic Investment Advisors
Michigan
$18.7M +$13.3M +63,446 +256%
PLU
121
Performa Ltd (US)
South Carolina
$18.6M +$2.12M +10,113 +13%
DWS
122
Discipline Wealth Solutions
South Carolina
$18.5M +$13.8M +65,735 +303%
ERWM
123
E&R Wealth Management
South Carolina
$18.5M +$18.3M +87,204 New
MFG
124
Marmo Financial Group
Tennessee
$18M +$186K +886 +1%
GFA
125
Gallagher Fiduciary Advisors
Illinois
$18M -$266K -1,269 -1%
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5
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