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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1301
Milestone Investment Advisors
Wisconsin
$297K – – –
FFA
1302
Founders Financial Alliance
North Carolina
$295K +$236K +1,055 +348%
FHC
1303
First Heartland Consultants
Missouri
$293K – – –
DWM
1304
DecisionMap Wealth Management
Virginia
$290K -$7.82K -35 -3%
HL
1305
HeadInvest LLC
Maine
$288K – – –
HFA
1306
Hippocratic Financial Advisors
California
$287K – – –
CCWM
1307
Cassaday & Co Wealth Management
Virginia
$287K – – –
HWA
1308
HHM Wealth Advisors
Tennessee
$286K -$112K -503 -28%
GHAM
1309
Gilman Hill Asset Management
Connecticut
$286K – – –
CA
1310
Claris Advisors
Missouri
$286K – – –
KFI
1311
Key Financial Inc
Pennsylvania
$285K +$17.9K +80 +6%
PIN
1312
Prudent Investors Network
California
$285K +$53K +237 +22%
PCM
1313
Passive Capital Management
Maryland
$285K – – –
AWMS
1314
Advocacy Wealth Management Services
Georgia
$284K – – –
KDA
1315
Kraft Davis & Associates
Missouri
$283K – – –
AWA
1316
Amplius Wealth Advisors
Pennsylvania
$283K +$224 +1 +0.1%
VFP
1317
Vilga Financial Planning
New Jersey
$283K +$291K +1,301 New
WQ
1318
Wealth Quarterback
New Jersey
$280K +$1.12K +5 +0.4%
WCM
1319
WealthTrak Capital Management
Virginia
$280K -$224 -1 -0.1%
RSWA
1320
Robinson Smith Wealth Advisors
Maine
$280K -$47.4K -212 -14%
AWM
1321
Austin Wealth Management
Texas
$279K -$152K -682 -35%
BMWS
1322
Brady Martz Wealth Solutions
North Dakota
$279K – – –
XWL
1323
XXI Wealth LLC
Illinois
$278K +$224 +1 +0.1%
IWM
1324
Iams Wealth Management
Nebraska
$278K -$2.46K -11 -0.9%
LIA
1325
Lynx Investment Advisory
District of Columbia
$277K +$285K +1,276 New
51 52
53
54 55