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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
201
Capital Advisors Wealth Management
Washington
$10M +$133K +646 +1%
CIA
202
Concurrent Investment Advisors
Florida
$10M +$5.75K +28 +0.1%
AWS
203
Atria Wealth Solutions
New York
$10M +$2.49M +12,123 +32%
GIA
204
Goodwin Investment Advisory
Georgia
$9.96M -$779K -3,795 -7%
FWP
205
Family Wealth Partners
North Carolina
$9.92M +$509K +2,478 +5%
IHWM
206
Iron Horse Wealth Management
Iowa
$9.89M +$274K +1,333 +3%
HWM
207
HB Wealth Management
Georgia
$9.63M +$125K +609 +1%
SCM
208
Steele Capital Management
Iowa
$9.57M -$12.3K -60 -0.1%
FFP
209
Forbes Financial Planning
Rhode Island
$9.53M +$27.9K +136 +0.3%
CPA
210
Cardiff Park Advisors
California
$9.51M -$685K -3,339 -7%
FCM
211
Firestone Capital Management
Florida
$9.33M +$15.6K +76 +0.2%
VC
212
Veery Capital
Delaware
$9.28M +$1.65M +8,046 +21%
FPW
213
Flywheel Private Wealth
California
$9.28M +$9.61M +46,815 New
EWA
214
EP Wealth Advisors
California
$9.16M +$351K +1,712 +4%
SRC
215
Shufro Rose & Co
New York
$9.06M +$1.08M +5,270 +13%
PA
216
Parallel Advisors
California
$8.93M +$9.85K +48 +0.1%
ODA
217
One Degree Advisors
California
$8.84M +$119K +578 +1%
CIA
218
Compass Ion Advisors
Pennsylvania
$8.77M -$158K -771 -2%
CIM
219
Cambria Investment Management
California
$8.7M -$783K -3,815 -8%
FFA
220
Farther Finance Advisors
California
$8.69M +$2.19M +10,665 +32%
CWA
221
Cornerstone Wealth Advisors
Minnesota
$8.63M +$402K +1,958 +5%
KPWS
222
Kestra Private Wealth Services
Texas
$8.61M +$1.22M +5,936 +16%
SFG
223
Sage Financial Group
Pennsylvania
$8.5M +$121K +590 +1%
ONB
224
Old National Bancorp
Indiana
$8.43M -$603K -2,937 -6%
BFS
225
Bradley Foster & Sargent
Connecticut
$8.39M -$545K -2,657 -6%
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