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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1426
Seven Mile Advisory
New Jersey
$243K -$6.75K -29 -3%
UBV
1427
United Bank (Virginia)
Virginia
$243K – – –
HSWM
1428
Hubbell Strickland Wealth Management
Louisiana
$242K +$930 +4 +0.4%
MWA
1429
Meridian Wealth Advisors
Texas
$242K – – –
GWA
1430
Geometric Wealth Advisors
District of Columbia
$241K -$4.19K -18 -2%
TC
1431
TAGStone Capital
North Carolina
$241K +$698 +3 +0.3%
LCWM
1432
Legacy Capital Wealth Management
Texas
$241K +$231K +991 New
SFG
1433
Sovereign Financial Group
Connecticut
$240K +$15.1K +65 +7%
AWM
1434
Abound Wealth Management
Tennessee
$240K +$19.1K +82 +9%
WRCM
1435
Western Reserve Capital Management
Ohio
$239K +$229K +983 New
WAM
1436
WNY Asset Management
New York
$238K -$47.7K -205 -17%
SAM
1437
Satovsky Asset Management
New York
$238K +$930 +4 +0.4%
QFPS
1438
Quantum Financial Planning Services
Washington
$238K +$228K +980 New
PRTG
1439
Post Resch Tallon Group
New York
$238K – – –
EK
1440
Evensky & Katz
Florida
$237K -$64K -275 -22%
AWA
1441
Aquire Wealth Advisors
Utah
$237K -$35.1K -151 -13%
FNT
1442
First National Trust
Pennsylvania
$236K +$6.51K +28 +3%
WWWM
1443
White Wing Wealth Management
Texas
$236K +$698 +3 +0.3%
HGWM
1444
Horst & Graben Wealth Management
Oregon
$236K -$17.4K -75 -7%
PWAM
1445
Private Wealth Asset Management
Iowa
$234K -$30.5K -131 -12%
MAM
1446
McLean Asset Management
Virginia
$234K – – –
JA
1447
JVL Associates
Michigan
$234K – – –
PW
1448
PUREfi Wealth
Massachusetts
$233K +$233 +1 +0.1%
EWA
1449
Encompass Wealth Advisors
Oregon
$233K +$223K +960 New
ACM
1450
Alpha Capital Management
Texas
$232K +$222K +956 New
56 57
58
59 60