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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1451
First National Trust
Pennsylvania
$236K +$6.51K +28 +3%
WWWM
1452
White Wing Wealth Management
Texas
$236K +$698 +3 +0.3%
HGWM
1453
Horst & Graben Wealth Management
Oregon
$236K -$17.4K -75 -7%
PWAM
1454
Private Wealth Asset Management
Iowa
$234K -$30.5K -131 -12%
MAM
1455
McLean Asset Management
Virginia
$234K – – –
JA
1456
JVL Associates
Michigan
$234K – – –
PW
1457
PUREfi Wealth
Massachusetts
$233K +$233 +1 +0.1%
EWA
1458
Encompass Wealth Advisors
Oregon
$233K +$223K +960 New
ACM
1459
Alpha Capital Management
Texas
$232K +$222K +956 New
CG
1460
CFO4Life Group
Texas
$232K +$930 +4 +0.4%
W
1461
WealthCollab
Washington
$231K +$30.2K +130 +16%
VDI
1462
Vaughan David Investments
Illinois
$231K – – –
MW
1463
Maia Wealth
Colorado
$231K +$221K +951 New
LNB
1464
Ledyard National Bank
$231K – – –
CCP
1465
Carmel Capital Partners
California
$231K -$16.7K -72 -7%
MAS
1466
Meeder Advisory Services
Ohio
$231K -$30K -129 -12%
GHAM
1467
Gilman Hill Asset Management
Connecticut
$230K -$86.1K -370 -28%
IWB
1468
Innovative Wealth Building
Maryland
$230K +$221K +948 New
IAG
1469
Ipsen Advisor Group
Arkansas
$230K +$930 +4 +0.4%
THL
1470
Tillman Hartley LLC
Colorado
$230K -$15.6K -67 -7%
LCA
1471
Legend Capital Advisors
New York
$230K – – –
TWIM
1472
TIAA Wealth Investment Management
New York
$230K -$81.9K -352 -27%
RAM
1473
Redmond Asset Management
Virginia
$229K +$219K +942 New
RIM
1474
RW Investment Management
Idaho
$229K – – –
IJWM
1475
Inman Jager Wealth Management
Mississippi
$228K – – –
57 58
59
60 61