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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1426
Westmount Partners
California
$249K +$233 +1 +0.1%
WA
1427
WPG Advisers
Maryland
$248K +$698 +3 +0.3%
RF
1428
RetireMitten Financial
Michigan
$248K +$159K +682 +201%
RIP
1429
RAM Investment Partners
Washington
$247K +$1.4K +6 +0.6%
SWA
1430
Serenus Wealth Advisors
California
$247K – – –
AWM
1431
Axxcess Wealth Management
California
$245K +$235K +1,010 New
HIW
1432
Holos Integrated Wealth
Pennsylvania
$245K -$9.3K -40 -4%
EPA
1433
Element Pointe Advisors
Florida
$244K +$234K +1,004 New
IRAG
1434
Investment Research & Advisory Group
Georgia
$244K -$12.8K -55 -5%
SMA
1435
Seven Mile Advisory
New Jersey
$243K -$6.75K -29 -3%
UBV
1436
United Bank (Virginia)
Virginia
$243K – – –
HSWM
1437
Hubbell Strickland Wealth Management
Louisiana
$242K +$930 +4 +0.4%
MWA
1438
Meridian Wealth Advisors
Texas
$242K – – –
GWA
1439
Geometric Wealth Advisors
District of Columbia
$241K -$4.19K -18 -2%
TC
1440
TAGStone Capital
North Carolina
$241K +$698 +3 +0.3%
LCWM
1441
Legacy Capital Wealth Management
Texas
$241K +$231K +991 New
SFG
1442
Sovereign Financial Group
Connecticut
$240K +$15.1K +65 +7%
AWM
1443
Abound Wealth Management
Tennessee
$240K +$19.1K +82 +9%
WRCM
1444
Western Reserve Capital Management
Ohio
$239K +$229K +983 New
WAM
1445
WNY Asset Management
New York
$238K -$47.7K -205 -17%
SAM
1446
Satovsky Asset Management
New York
$238K +$930 +4 +0.4%
QFPS
1447
Quantum Financial Planning Services
Washington
$238K +$228K +980 New
PRTG
1448
Post Resch Tallon Group
New York
$238K – – –
EK
1449
Evensky & Katz
Florida
$237K -$64K -275 -22%
AWA
1450
Aquire Wealth Advisors
Utah
$237K -$35.1K -151 -13%
56 57
58
59 60