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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1451
CFO4Life Group
Texas
$232K +$930 +4 +0.4%
W
1452
WealthCollab
Washington
$231K +$30.2K +130 +16%
VDI
1453
Vaughan David Investments
Illinois
$231K – – –
MW
1454
Maia Wealth
Colorado
$231K +$221K +951 New
LNB
1455
Ledyard National Bank
$231K – – –
CCP
1456
Carmel Capital Partners
California
$231K -$16.7K -72 -7%
MAS
1457
Meeder Advisory Services
Ohio
$231K -$30K -129 -12%
GHAM
1458
Gilman Hill Asset Management
Connecticut
$230K -$86.1K -370 -28%
IWB
1459
Innovative Wealth Building
Maryland
$230K +$221K +948 New
IAG
1460
Ipsen Advisor Group
Arkansas
$230K +$930 +4 +0.4%
THL
1461
Tillman Hartley LLC
Colorado
$230K -$15.6K -67 -7%
LCA
1462
Legend Capital Advisors
New York
$230K – – –
TWIM
1463
TIAA Wealth Investment Management
New York
$230K -$81.9K -352 -27%
RAM
1464
Redmond Asset Management
Virginia
$229K +$219K +942 New
RIM
1465
RW Investment Management
Idaho
$229K – – –
IJWM
1466
Inman Jager Wealth Management
Mississippi
$228K – – –
RPWA
1467
Regent Peak Wealth Advisors
Georgia
$228K – – –
SWP
1468
Strategic Wealth Partners
Ohio
$228K -$8.84K -38 -4%
AIS
1469
Accredited Investor Services
Minnesota
$227K -$698 -3 -0.3%
FWP
1470
Forefront Wealth Partners
Texas
$227K +$217K +935 New
AFG
1471
Artesa Financial Group
Texas
$226K – – –
PHWA
1472
Petersen Hastings Wealth Advisors
Washington
$226K – – –
PFG
1473
PAX Financial Group
Texas
$225K -$930 -4 -0.4%
WAOI
1474
Wealth Advisors of Iowa
Iowa
$225K – – –
DAS
1475
Daybright Advisory Services
Florida
$225K -$13.5K -58 -6%
57 58
59
60 61