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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
476
Creative Financial Designs
Indiana
$3.25M -$289K -1,292 -8%
SCG
477
Sonata Capital Group
Washington
$3.18M +$94.3K +422 +3%
HNB
478
Huntington National Bank
Ohio
$3.15M +$438K +1,961 New
KAS
479
KPP Advisory Services
Kentucky
$3.14M -$1.44M -6,455 -31%
NWP
480
NerdWallet Wealth Partners
New York
$3.13M -$331K -1,482 -9%
VAM
481
Verity Asset Management
North Carolina
$3.12M +$274K +1,225 +9%
LW
482
Linscomb Wealth
Texas
$3.07M -$230K -1,027 -7%
EAM
483
Evanson Asset Management
California
$3.05M -$397K -1,776 -11%
NFP
484
NorthLanding Financial Partners
New York
$3.05M -$2.24K -10 -0.1%
SWM
485
Spire Wealth Management
Virginia
$3.03M +$61.9K +277 +2%
BWP
486
Baldwin Wealth Partners
Massachusetts
$3.01M -$431K -1,926 -12%
OFG
487
Opulen Financial Group
Virginia
$3M +$22.8K +102 +0.7%
BAM
488
Belpointe Asset Management
Nevada
$2.97M -$990K -4,427 -24%
AIM
489
Acropolis Investment Management
Missouri
$2.97M +$58.1K +260 +2%
OFP
490
OLIO Financial Planning
Virginia
$2.96M -$92.1K -412 -3%
VF
491
Vawter Financial
Ohio
$2.96M – – –
5NPW
492
55 North Private Wealth
Florida
$2.95M -$61.3K -274 -2%
IWA
493
IVC Wealth Advisors
Pennsylvania
$2.93M +$295K +1,321 +11%
ANTB
494
AMG National Trust Bank
Colorado
$2.93M +$74.4K +333 +3%
EF
495
Envision Financial
Wisconsin
$2.92M -$303K -1,355 -9%
SDWMA
496
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.88M +$65.1K +291 +2%
CMP
497
Christine Messmer PC
Pennsylvania
$2.88M -$134K -600 -4%
FM
498
Foster & Motley
Ohio
$2.87M -$90.5K -405 -3%
PFA
499
Pillar Financial Advisors
Kentucky
$2.86M -$76K -340 -3%
GCM
500
Gibraltar Capital Management
Oklahoma
$2.85M -$88.1K -394 -3%
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