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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1401
Winthrop Partners - WNY
New York
$257K – – –
GFL
1402
Granite FO LLC
New Hampshire
$256K – – –
MW
1403
MBL Wealth
North Carolina
$256K – – –
CSA
1404
Cottage Street Advisors
Massachusetts
$255K -$930 -4 -0.4%
TFM
1405
TFC Financial Management
Massachusetts
$255K -$48.6K -209 -17%
SL
1406
Salomon & Ludwin
Virginia
$254K -$10.7K -46 -4%
NG
1407
Northstar Group
New York
$253K – – –
CFP
1408
Cypress Financial Planning
New Jersey
$253K +$243K +1,043 New
4A
1409
4Wealth Advisors
Illinois
$253K -$12.1K -52 -5%
BFA
1410
Beaumont Financial Advisors
Massachusetts
$253K – – –
IAIM
1411
International Assets Investment Management
Florida
$253K -$1.63K -7 -0.7%
NS
1412
NBC Securities
Alabama
$252K – – –
CGFA
1413
Colton Groome Financial Advisors
North Carolina
$252K +$241K +1,038 New
LWM
1414
LongView Wealth Management
Georgia
$251K -$105K -450 -30%
PAM
1415
Peak Asset Management
Colorado
$250K +$233 +1 +0.1%
SSWM
1416
Smith Salley Wealth Management
North Carolina
$250K – – –
WP
1417
Westmount Partners
California
$249K +$233 +1 +0.1%
WA
1418
WPG Advisers
Maryland
$248K +$698 +3 +0.3%
RF
1419
RetireMitten Financial
Michigan
$248K +$159K +682 +201%
RIP
1420
RAM Investment Partners
Washington
$247K +$1.4K +6 +0.6%
SWA
1421
Serenus Wealth Advisors
California
$247K – – –
AWM
1422
Axxcess Wealth Management
California
$245K +$235K +1,010 New
HIW
1423
Holos Integrated Wealth
Pennsylvania
$245K -$9.3K -40 -4%
EPA
1424
Element Pointe Advisors
Florida
$244K +$234K +1,004 New
IRAG
1425
Investment Research & Advisory Group
Georgia
$244K -$12.8K -55 -5%
55 56
57
58 59