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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1401
Lifeworks Advisors
Michigan
$216K -$1.47K -7 -0.7%
SPWM
1402
Straight Path Wealth Management
Michigan
$216K +$213K +1,018 New
SWA
1403
Serenus Wealth Advisors
California
$215K +$2.93K +14 +1%
RCP
1404
Rothschild Capital Partners
New York
$215K +$213K +1,016 New
MAM
1405
McLean Asset Management
Virginia
$214K -$579K -2,765 -74%
IAG
1406
Investment Advisory Group
Massachusetts
$214K – – –
PRTG
1407
Post Resch Tallon Group
New York
$213K – – –
RIP
1408
RAM Investment Partners
Washington
$213K -$19.7K -94 -9%
ATC
1409
Advantage Trust Company
Kansas
$212K – – –
UBV
1410
United Bank (Virginia)
Virginia
$212K – – –
MWA
1411
Meridian Wealth Advisors
Texas
$211K – – –
RIL
1412
Rothschild Investment LLC
Illinois
$210K -$209 -1 -0.1%
PFG
1413
PAX Financial Group
Texas
$210K -$85.4K -408 -29%
CA
1414
Crumly & Associates
Illinois
$209K – – –
HSWM
1415
Hubbell Strickland Wealth Management
Louisiana
$209K +$1.88K +9 +0.9%
LNB
1416
Ledyard National Bank
$208K +$206K +984 New
AIS
1417
Accredited Investor Services
Minnesota
$208K – – –
FFP
1418
Freedom Financial Partners
Minnesota
$208K +$838 +4 +0.4%
WWWM
1419
White Wing Wealth Management
Texas
$207K +$628 +3 +0.3%
BWM
1420
Bernicke Wealth Management
Wisconsin
$206K +$203K +971 New
LGWM
1421
Litman Gregory Wealth Management
California
$206K – – –
MFA
1422
Mayflower Financial Advisors
Massachusetts
$205K +$203K +969 New
MW
1423
Maia Wealth
Colorado
$205K +$188K +896 New
MPW
1424
MASECO Private Wealth
$205K +$202K +967 New
TC
1425
TAGStone Capital
North Carolina
$205K – – –
55 56
57
58 59