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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1401
Cidel Asset Management
Ontario, Canada
$234K -$78.2K -350 -25%
FFM
1402
Forum Financial Management
Illinois
$233K +$1.79K +8 +0.8%
4A
1403
4Wealth Advisors
Illinois
$232K +$5.37K +24 +2%
HIW
1404
Holos Integrated Wealth
Pennsylvania
$231K -$16.8K -75 -7%
IRAG
1405
Investment Research & Advisory Group
Georgia
$230K +$1.34K +6 +0.6%
WPW
1406
Winthrop Partners - WNY
New York
$230K – – –
CSA
1407
Cottage Street Advisors
Massachusetts
$229K – – –
GFL
1408
Granite FO LLC
New Hampshire
$229K -$398K -1,780 -63%
CWM
1409
Connecticut Wealth Management
Connecticut
$229K -$15.9K -71 -6%
MW
1410
MBL Wealth
North Carolina
$229K +$235K +1,053 New
IAIM
1411
International Assets Investment Management
Florida
$229K -$59.9K -268 -20%
PIA
1412
Pinion Investment Advisors
Kansas
$228K -$10.7K -48 -4%
LWMI
1413
Legacy Wealth Management (Idaho)
Idaho
$228K -$4.92K -22 -2%
NG
1414
Northstar Group
New York
$226K +$894 +4 +0.4%
BAM
1415
BTS Asset Management
Massachusetts
$226K -$9.17K -41 -4%
WA
1416
Winter & Associates
Minnesota
$226K – – –
BFA
1417
Beaumont Financial Advisors
Massachusetts
$226K -$5.81K -26 -2%
NS
1418
NBC Securities
Alabama
$226K – – –
EL
1419
EWA LLC
Pennsylvania
$225K +$224 +1 +0.1%
EIG
1420
Ellenbecker Investment Group
Wisconsin
$224K +$1.12K +5 +0.5%
SMA
1421
Seven Mile Advisory
New Jersey
$224K -$5.58M -24,968 -96%
PAM
1422
Peak Asset Management
Colorado
$223K +$224 +1 +0.1%
SSWM
1423
Smith Salley Wealth Management
North Carolina
$223K – – –
CWP
1424
Core Wealth Partners
California
$223K -$10.5K -47 -4%
WP
1425
Westmount Partners
California
$223K – – –
55 56
57
58 59