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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1426
Carmel Capital Partners
California
$222K +$228K +1,021 New
WA
1427
WPG Advisers
Maryland
$221K -$7.6K -34 -3%
SPWM
1428
Straight Path Wealth Management
Michigan
$221K – – –
SWA
1429
Serenus Wealth Advisors
California
$221K – – –
THL
1430
Tillman Hartley LLC
Colorado
$220K -$16.8K -75 -7%
OA
1431
Operose Advisors
Wisconsin
$220K +$32.4K +145 +17%
RIP
1432
RAM Investment Partners
Washington
$220K +$1.56K +7 +0.7%
GWA
1433
Geometric Wealth Advisors
District of Columbia
$220K +$226K +1,011 New
CFG
1434
Cooper Financial Group
California
$218K +$224K +1,003 New
ATC
1435
Advantage Trust Company
Kansas
$217K – – –
UBV
1436
United Bank (Virginia)
Virginia
$217K – – –
MWA
1437
Meridian Wealth Advisors
Texas
$216K – – –
HSWM
1438
Hubbell Strickland Wealth Management
Louisiana
$215K +$1.34K +6 +0.6%
TC
1439
TAGStone Capital
North Carolina
$215K +$2.68K +12 +1%
IIL
1440
Insight Inv LLC
California
$214K -$82K -367 -27%
PRTG
1441
Post Resch Tallon Group
New York
$213K -$6.04K -27 -3%
DAS
1442
Daybright Advisory Services
Florida
$213K +$219K +978 New
SAM
1443
Satovsky Asset Management
New York
$212K -$13.6K -61 -6%
BLFG
1444
Brian Low Financial Group
Louisiana
$212K -$27.1K -121 -11%
SWP
1445
Strategic Wealth Partners
Ohio
$212K -$23K -103 -10%
BWM
1446
Bernicke Wealth Management
Wisconsin
$211K – – –
WWWM
1447
White Wing Wealth Management
Texas
$211K -$1.56K -7 -0.7%
VWM
1448
Venturi Wealth Management
Texas
$210K +$216K +968 New
JA
1449
JVL Associates
Michigan
$209K – – –
PW
1450
PUREfi Wealth
Massachusetts
$208K +$447 +2 +0.2%
56 57
58
59 60