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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$2.16M -$43.6K -227 -2%
GSWM
527
Greenup Street Wealth Management
Michigan
$2.14M -$251K -1,306 -11%
MSF
528
Mustard Seed Financial
Arkansas
$2.13M +$106K +553 +5%
MFG
529
Magnus Financial Group
New York
$2.13M +$77.1K +401 +4%
AFAS
530
Acorn Financial Advisory Services
Virginia
$2.13M -$60.4K -314 -3%
RIA
531
Regal Investment Advisors
Michigan
$2.09M -$91.1K -474 -4%
MC
532
Matisse Capital
Oregon
$2.09M +$615K +3,199 +44%
FLI
533
Family Legacy Inc
South Carolina
$2.06M -$38.4K -200 -2%
MA
534
MONECO Advisors
Connecticut
$2.05M +$184K +958 +10%
GAM
535
Gotham Asset Management
New York
$2.04M – – –
NOI
536
Newton One Investments
Delaware
$2.04M -$12.7K -66 -0.6%
MGW
537
MB Generational Wealth
Washington
$2.04M -$6.15K -32 -0.3%
ATC
538
Argent Trust Co
Tennessee
$2.03M -$5K -26 -0.3%
TCM
539
Telos Capital Management
California
$2.03M -$41.9K -218 -2%
BHWM
540
Beaird Harris Wealth Management
Texas
$2.02M -$28.4K -148 -1%
WP
541
Wealthspan Partners
Iowa
$2M +$3.27K +17 +0.2%
CM
542
Columbus Macro
Pennsylvania
$2M -$16.7K -87 -0.9%
1WA
543
180 Wealth Advisors
Washington
$2M -$384 -2 -0%
SWP
544
Stratos Wealth Partners
Ohio
$2M -$632K -3,286 -25%
BCM
545
BTC Capital Management
Iowa
$1.99M -$11.7K -61 -0.6%
TP
546
Tranquility Partners
Tennessee
$1.99M -$24.2K -126 -1%
HI
547
Harbour Investments
Wisconsin
$1.97M -$41.3K -215 -2%
SWRP
548
Summit Wealth & Retirement Planning
California
$1.96M +$799K +4,155 +74%
WPWM
549
Windward Private Wealth Management
Kansas
$1.95M +$14.4K +75 +0.8%
PA
550
Probity Advisors
Texas
$1.95M -$61.9K -322 -3%
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