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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1301
DecisionMap Wealth Management
Virginia
$325K – – –
HFS
1302
Horizon Financial Services
North Carolina
$324K +$91.9K +395 +42%
SIS
1303
Sound Income Strategies
Florida
$322K -$13.3K -57 -4%
HL
1304
HeadInvest LLC
Maine
$322K – – –
HFA
1305
Hippocratic Financial Advisors
California
$321K – – –
KCM
1306
Kendall Capital Management
Maryland
$321K +$308K +1,323 New
SIM
1307
Synergy Investment Management
Florida
$321K +$191K +821 +166%
CCWM
1308
Cassaday & Co Wealth Management
Virginia
$321K – – –
HWA
1309
HHM Wealth Advisors
Tennessee
$320K – – –
CA
1310
Claris Advisors
Missouri
$319K -$233 -1 -0.1%
FCM
1311
Fell Capital Management
California
$319K +$24.7K +106 +9%
XWL
1312
XXI Wealth LLC
Illinois
$319K +$6.98K +30 +2%
AWMS
1313
Advocacy Wealth Management Services
Georgia
$317K – – –
CGPCS
1314
Capital Group Private Client Services
California
$316K +$35.4K +152 +13%
WQ
1315
Wealth Quarterback
New Jersey
$315K +$698 +3 +0.2%
KFI
1316
Key Financial Inc
Pennsylvania
$314K -$4.65K -20 -2%
RSWA
1317
Robinson Smith Wealth Advisors
Maine
$313K – – –
BMWS
1318
Brady Martz Wealth Solutions
North Dakota
$312K – – –
MWM
1319
MOR Wealth Management
Pennsylvania
$310K -$64.7K -278 -18%
WCM
1320
WealthTrak Capital Management
Virginia
$309K -$3.95K -17 -1%
AWM
1321
Austin Wealth Management
Texas
$308K -$2.56K -11 -0.9%
FWMP
1322
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$308K – – –
IWM
1323
Iams Wealth Management
Nebraska
$307K -$3.02K -13 -1%
TT
1324
TI-Trust
Illinois
$307K – – –
PCH
1325
PGIM Custom Harvest
New Jersey
$305K +$16.3K +70 +6%
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