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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
226
Swan Capital
Florida
$8.35M -$2.77M -13,568 -25%
PSA
227
Plum Street Advisors
Louisiana
$8.3M -$94.7K -463 -1%
KBFS
228
Kohmann Bosshard Financial Services
Ohio
$8.3M -$272K -1,330 -3%
CWA
229
Cornerstone Wealth Advisors
Minnesota
$8.26M -$492K -2,405 -6%
LFP
230
Leeward Financial Partners
Washington
$8.2M +$494K +2,414 +7%
RFA
231
RTD Financial Advisors
Pennsylvania
$8.15M -$6.34K -31 -0.1%
FCM
232
Fortis Capital Management
Washington
$8.13M +$15.3K +75 +0.2%
RZH
233
Relyea Zuckerberg Hanson
Connecticut
$8.08M +$68.3K +334 +0.9%
SRC
234
Shufro Rose & Co
New York
$8.06M -$340K -1,662 -4%
CFO
235
Collective Family Office
Pennsylvania
$8.05M +$20.4K +100 +0.3%
BFS
236
Bradley Foster & Sargent
Connecticut
$8.03M -$63.2K -309 -0.8%
CC
237
Courier Capital
New York
$7.91M +$31.7K +155 +0.4%
NHC
238
Nicholas Hoffman & Company
Georgia
$7.87M +$54.8K +268 +0.7%
NFW
239
Noble Family Wealth
Florida
$7.83M +$213K +1,042 +3%
QC
240
Quent Capital
New York
$7.81M -$35.4K -173 -0.5%
CWM
241
Cornerstone Wealth Management
Missouri
$7.79M -$166K -814 -2%
SLWA
242
San Luis Wealth Advisors
California
$7.79M -$260K -1,274 -3%
TW
243
Towerpoint Wealth
California
$7.69M +$201K +984 +3%
TCWM
244
Total Clarity Wealth Management
Illinois
$7.67M -$922K -4,507 -11%
SWM
245
Sterling Wealth Management
Illinois
$7.66M -$290K -1,420 -4%
ST
246
Spinnaker Trust
Maine
$7.64M -$36K -176 -0.5%
WT
247
Whittier Trust
California
$7.64M -$47.2K -231 -0.6%
EFG
248
Everhart Financial Group
Ohio
$7.59M +$537K +2,624 +8%
FFA
249
Farther Finance Advisors
California
$7.53M -$563K -2,754 -7%
FF
250
Fairway Financial
Florida
$7.48M +$107K +524 +1%
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