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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
326
Black Diamond Financial
Maryland
$3.79M +$326K +2,046 +9%
NL
327
NWAM LLC
Washington
$3.78M +$139K +875 +4%
AWM
328
Apollon Wealth Management
South Carolina
$3.77M +$252K +1,584 +7%
ST
329
Sageworth Trust
Pennsylvania
$3.75M – – –
TC
330
Tenret Company
Florida
$3.74M -$12.4K -78 -0.3%
BOPW
331
Brandywine Oak Private Wealth
Pennsylvania
$3.7M +$56.8K +357 +2%
SSW
332
Stone Summit Wealth
Florida
$3.68M +$838K +5,265 +29%
FTS
333
Fifth Third Securities
Ohio
$3.67M +$64.6K +406 +2%
GIA
334
Goodwin Investment Advisory
Georgia
$3.65M +$3.65M +22,955 New
CB
335
Commerce Bank
Missouri
$3.63M -$521K -3,274 -13%
CTC
336
Central Trust Company
Missouri
$3.62M +$457K +2,873 +14%
CWM
337
Cranbrook Wealth Management
Michigan
$3.59M -$163K -1,026 -4%
APP
338
Avantax Planning Partners
Iowa
$3.59M -$540K -3,391 -13%
RLWM
339
RF&L Wealth Management
Massachusetts
$3.59M +$3.6M +22,607 New
WP
340
WealthShield Partners
North Carolina
$3.58M -$31.8K -200 -0.9%
SFS
341
Sowell Financial Services
Arkansas
$3.57M -$29.6K -186 -0.8%
TF
342
Theory Financial
Colorado
$3.55M +$3.56M +22,357 New
TWP
343
TFO Wealth Partners
Ohio
$3.55M +$6.3M +39,543 +1,150%
SG
344
Sharper & Granite
California
$3.54M +$3.55M +22,287 New
MCCP
345
Mission Creek Capital Partners
California
$3.53M +$382K +2,401 +12%
AFP
346
Ausdal Financial Partners
Iowa
$3.52M +$187K +1,173 +6%
CPIG
347
Chicago Partners Investment Group
Illinois
$3.51M -$117K -736 -4%
TI
348
Truepoint Inc
Ohio
$3.5M +$1.38M +8,686 +65%
CCA
349
Column Capital Advisors
Indiana
$3.46M +$428K +2,690 +14%
SPC
350
Sigma Planning Corp
Michigan
$3.46M -$829K -5,208 -19%
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