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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1401
Obermeyer Wealth Partners
Colorado
$266K +$254K +1,094 New
MPAM
1402
Murphy Pohlad Asset Management
Minnesota
$265K -$124K -532 -33%
WCAMG
1403
Woodard & Company Asset Management Group
North Carolina
$264K – – –
IAG
1404
Investment Advisory Group
Massachusetts
$264K – – –
RH
1405
RFG Holdings
Texas
$264K -$5.12K -22 -2%
SWA
1406
SFMG Wealth Advisors
Texas
$264K +$252K +1,085 New
CAM
1407
Cidel Asset Management
Ontario, Canada
$261K – – –
SIG
1408
Sargent Investment Group
Maryland
$258K -$17.9K -77 -7%
FDW
1409
Fourth Dimension Wealth
Ohio
$257K -$6.51K -28 -3%
WPW
1410
Winthrop Partners - WNY
New York
$257K – – –
GFL
1411
Granite FO LLC
New Hampshire
$256K – – –
MW
1412
MBL Wealth
North Carolina
$256K – – –
CSA
1413
Cottage Street Advisors
Massachusetts
$255K -$930 -4 -0.4%
TFM
1414
TFC Financial Management
Massachusetts
$255K -$48.6K -209 -17%
SL
1415
Salomon & Ludwin
Virginia
$254K -$10.7K -46 -4%
NG
1416
Northstar Group
New York
$253K – – –
CFP
1417
Cypress Financial Planning
New Jersey
$253K +$243K +1,043 New
4A
1418
4Wealth Advisors
Illinois
$253K -$12.1K -52 -5%
BFA
1419
Beaumont Financial Advisors
Massachusetts
$253K – – –
IAIM
1420
International Assets Investment Management
Florida
$253K -$1.63K -7 -0.7%
NS
1421
NBC Securities
Alabama
$252K – – –
CGFA
1422
Colton Groome Financial Advisors
North Carolina
$252K +$241K +1,038 New
LWM
1423
LongView Wealth Management
Georgia
$251K -$105K -450 -30%
PAM
1424
Peak Asset Management
Colorado
$250K +$233 +1 +0.1%
SSWM
1425
Smith Salley Wealth Management
North Carolina
$250K – – –
55 56
57
58 59