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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
351
Alpha Omega Wealth Management
Virginia
$4.17M +$181K +1,002 +5%
ACM
352
Advisors Capital Management
New Jersey
$4.16M -$504K -2,794 -11%
AWA
353
Arkadios Wealth Advisors
Georgia
$4.12M +$683K +3,785 +21%
CFGA
354
Cambridge Financial Group (Arizona)
Arizona
$4.11M +$867K +4,804 +29%
SFM
355
Signet Financial Management
New Jersey
$4.11M -$138K -764 -3%
RFC
356
Regions Financial Corp
Alabama
$4.11M -$458K -2,538 -11%
ICG
357
InterOcean Capital Group
Tennessee
$4.1M +$139K +769 +4%
CA
358
CSM Advisors
Pennsylvania
$4.09M +$700K +3,879 +22%
SPC
359
Sigma Planning Corp
Michigan
$4.07M +$2.51M +13,910 +191%
AA
360
Axiom Advisory
California
$4.07M +$140K +777 +4%
OIA
361
OneDigital Investment Advisors
Kansas
$4.07M +$331K +1,832 +9%
CW
362
CreativeOne Wealth
Kansas
$4.06M +$1.51M +8,372 +65%
UB
363
UMB Bank
Missouri
$4.04M -$178K -986 -4%
BAM
364
Beaumont Asset Management
Texas
$4.02M -$118K -653 -3%
AA
365
Advisory Alpha
Michigan
$3.96M +$3.22M +17,869 +650%
PA
366
PFG Advisors
Arizona
$3.95M +$262K +1,452 +8%
RLWM
367
RF&L Wealth Management
Massachusetts
$3.94M -$40.8K -226 -1%
MWA
368
Martel Wealth Advisors
Washington
$3.92M -$86.3K -478 -2%
SFO
369
Stokes Family Office
Louisiana
$3.9M +$47.8K +265 +1%
NFC
370
Northeast Financial Consultants
Connecticut
$3.9M -$226K -1,250 -6%
TNBTD
371
Trustmark National Bank Trust Department
Mississippi
$3.87M +$69.8K +387 +2%
NB
372
NBT Bank
New York
$3.87M +$590K +3,268 +19%
FWP
373
Falcon Wealth Planning
California
$3.8M -$394K -2,182 -10%
EGA
374
E&G Advisors
Texas
$3.8M +$6.86K +38 +0.2%
IFA
375
Index Fund Advisors
California
$3.78M +$12.6K +70 +0.4%
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