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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
101
Empirical Wealth Management
Washington
$27.9M -$550K -2,461 -2%
BIA
102
BHK Investment Advisors
Alabama
$27.2M -$1.38M -6,194 -5%
BWM
103
Brickley Wealth Management
California
$27.1M +$63.7K +285 +0.2%
GFWA
104
Grey Fox Wealth Advisors
Delaware
$26.9M +$226K +1,012 +0.8%
WIA
105
World Investment Advisors
California
$26.8M -$460K -2,058 -2%
SWM
106
Shakespeare Wealth Management
Wisconsin
$24.9M +$300K +1,340 +1%
SCI
107
Silver Coast Investments
United States
$23.5M +$737K +3,295 +3%
WMWM
108
Whitaker-Myers Wealth Managers
Ohio
$23.4M +$994K +4,448 +4%
P
109
&Partners
Tennessee
$22.9M +$2.98M +13,338 +14%
SIA
110
Strategic Investment Advisors
Michigan
$22.9M +$3.84M +17,163 +19%
JIC
111
Johnson Investment Counsel
Ohio
$22.4M +$1.69M +7,551 +8%
PIFP
112
Partners in Financial Planning
Virginia
$22.1M +$62.6K +280 +0.3%
PAG
113
Private Advisor Group
New Jersey
$22.1M -$9.9M -44,302 -30%
PPW
114
Pasadena Private Wealth
California
$22.1M -$3.84M -17,181 -14%
IWA
115
Inspirion Wealth Advisors
Illinois
$21.7M -$5.54M -24,766 -20%
PP
116
PDS Planning
Ohio
$21.5M +$46.3K +207 +0.2%
PLU
117
Performa Ltd (US)
South Carolina
$21.4M +$2.45M +10,940 +12%
AI
118
Atria Investments
North Carolina
$21.2M -$3.18M -14,231 -13%
OCA
119
OpenArc Corporate Advisory
Georgia
$21.2M +$13.3M +59,464 +156%
AW
120
Avion Wealth
Texas
$20.6M -$154K -691 -0.7%
TFP
121
TrueWealth Financial Partners
Washington
$20.6M +$21.2M +94,707 New
AWM
122
Avior Wealth Management
Nebraska
$20.4M +$87.4K +391 +0.4%
CCA
123
Checchi Capital Advisers
California
$19.8M +$6.58M +29,443 +48%
ERWM
124
E&R Wealth Management
South Carolina
$19.7M +$726K +3,247 +4%
AAP
125
Arax Advisory Partners
Colorado
$19.1M +$11.2M +50,161 +133%
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