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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Accurate Wealth Management
Florida
$345K +$4.88K +21 +1%
PIN
1277
Prudent Investors Network
California
$344K +$24.4K +105 +8%
AWA
1278
Amplius Wealth Advisors
Pennsylvania
$343K +$25.8K +111 +9%
IWN
1279
Independent Wealth Network
Iowa
$342K +$9.3K +40 +3%
FB
1280
Finward Bancorp
Indiana
$342K – – –
SFMG
1281
Sage Financial Management Group
Virginia
$342K -$2.09K -9 -0.6%
SFS
1282
Strategic Financial Services
New York
$341K – – –
FFA
1283
Founders Financial Alliance
North Carolina
$341K +$10.5K +45 +3%
WI
1284
WrapManager Inc
California
$339K – – –
SW
1285
SVB Wealth
Massachusetts
$338K – – –
WPWM
1286
Western Pacific Wealth Management
Illinois
$336K – – –
MIA
1287
Milestone Investment Advisors
Wisconsin
$332K – – –
RBWA
1288
RFG - Bristol Wealth Advisors
Massachusetts
$331K -$3.02K -13 -0.9%
GK
1289
Graney & King
New York
$330K +$172K +738 +67%
JWM
1290
Jeppson Wealth Management
California
$329K -$24.4K -105 -7%
MF
1291
Montis Financial
Massachusetts
$326K -$40.9K -176 -12%
DWM
1292
DecisionMap Wealth Management
Virginia
$325K – – –
HFS
1293
Horizon Financial Services
North Carolina
$324K +$91.9K +395 +42%
SIS
1294
Sound Income Strategies
Florida
$322K -$13.3K -57 -4%
HL
1295
HeadInvest LLC
Maine
$322K – – –
HFA
1296
Hippocratic Financial Advisors
California
$321K – – –
KCM
1297
Kendall Capital Management
Maryland
$321K +$308K +1,323 New
SIM
1298
Synergy Investment Management
Florida
$321K +$191K +821 +166%
CCWM
1299
Cassaday & Co Wealth Management
Virginia
$321K – – –
HWA
1300
HHM Wealth Advisors
Tennessee
$320K – – –
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