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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
201
Grey Fox Wealth Advisors
Delaware
$7.8M +$847K +5,382 +13%
AWE
202
Avidian Wealth Enterprises
Texas
$7.78M +$1.95M +12,383 +36%
FFM
203
Forum Financial Management
Illinois
$7.72M +$38.4K +244 +0.5%
BMM
204
Buffington Mohr McNeal
Idaho
$7.66M -$253K -1,607 -3%
FAAM
205
First Ascent Asset Management
Colorado
$7.63M +$1.31M +8,296 +22%
IFS
206
Ifrah Financial Services
Arkansas
$7.63M +$8.03K +51 +0.1%
ASN
207
Advisory Services Network
Georgia
$7.43M -$2.64M -16,780 -27%
GI
208
Glovista Investments
New Jersey
$7.36M +$7.01M +44,526 New
PA
209
Parallel Advisors
California
$7.3M -$310K -1,966 -4%
SFG
210
Sage Financial Group
Pennsylvania
$7.11M -$21.7K -138 -0.3%
CFO
211
Collective Family Office
Pennsylvania
$7.09M -$1.94M -12,346 -22%
HWM
212
HB Wealth Management
Georgia
$7.06M -$57.6K -366 -0.9%
E
213
ETFidea
New York
$7.05M -$88.6K -563 -1%
TC
214
Tacita Capital
Ontario, Canada
$7.04M +$124K +785 +2%
WWM
215
Windsor Wealth Management
Indiana
$7.02M -$459K -2,916 -6%
AM
216
AGF Management
Ontario, Canada
$6.92M -$262K -1,665 -4%
CM
217
Cornerstone Management
Georgia
$6.88M +$150K +952 +2%
WMWM
218
Whitaker-Myers Wealth Managers
Ohio
$6.84M +$916K +5,821 +16%
IHWM
219
Iron Horse Wealth Management
Iowa
$6.77M +$530K +3,368 +9%
PP
220
PrairieView Partners
Minnesota
$6.76M +$211K +1,342 +3%
I
221
INVST
Indiana
$6.65M +$80.4K +511 +1%
FCM
222
Firestone Capital Management
Florida
$6.62M +$55.3K +351 +0.9%
QC
223
Quent Capital
New York
$6.61M -$57.5K -365 -0.9%
OFP
224
OLIO Financial Planning
Virginia
$6.61M +$47.4K +301 +0.8%
FCM
225
Fortis Capital Management
Washington
$6.53M +$550K +3,494 +10%
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