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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
201
Whitegate Investment Counselors
New Hampshire
$8.16M +$124K +739 +1%
CAWM
202
Capital Advisors Wealth Management
Washington
$8.12M +$101K +603 +1%
CWM
203
Cornerstone Wealth Management
Missouri
$7.94M -$1.56M -9,319 -16%
FWI
204
Facet Wealth Inc
Maryland
$7.89M +$5.28M +31,606 +155%
FAT
205
First American Trust
California
$7.81M +$56K +335 +0.7%
LI
206
LMCG Investments
Massachusetts
$7.75M -$152K -908 -2%
WMWM
207
Whitaker-Myers Wealth Managers
Ohio
$7.74M +$1.2M +7,196 +17%
FAAM
208
First Ascent Asset Management
Colorado
$7.72M +$379K +2,269 +5%
ASN
209
Advisory Services Network
Georgia
$7.53M +$389K +2,324 +5%
ACS
210
Archford Capital Strategies
Illinois
$7.5M -$52.2K -312 -0.7%
FFM
211
Forum Financial Management
Illinois
$7.4M -$39.3K -235 -0.5%
IFS
212
Ifrah Financial Services
Arkansas
$7.31M -$44.6K -267 -0.6%
CIA
213
Compass Ion Advisors
Pennsylvania
$7.29M +$5.79M +34,607 +311%
HWM
214
HB Wealth Management
Georgia
$7.15M +$362K +2,167 +5%
BMM
215
Buffington Mohr McNeal
Idaho
$6.98M -$424K -2,535 -5%
SFG
216
Sage Financial Group
Pennsylvania
$6.9M +$48.3K +289 +0.7%
PA
217
Parallel Advisors
California
$6.83M -$218K -1,305 -3%
TC
218
Tacita Capital
Ontario, Canada
$6.82M +$30.1K +180 +0.4%
FCI
219
Financial Counselors Inc
Kansas
$6.82M +$733K +4,386 +11%
E
220
ETFidea
New York
$6.82M +$19.9K +119 +0.3%
IHWM
221
Iron Horse Wealth Management
Iowa
$6.76M +$240K +1,436 +4%
CFO
222
Collective Family Office
Pennsylvania
$6.76M -$76.6K -458 -1%
AM
223
AGF Management
Ontario, Canada
$6.68M +$2.51K +15 +0%
EL
224
EWA LLC
Pennsylvania
$6.61M +$555K +3,322 +9%
AWE
225
Avidian Wealth Enterprises
Texas
$6.58M -$968K -5,790 -12%
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