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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
576
Donalies Financial Planning
District of Columbia
$2.47M -$2.09K -9 -0.1%
GB
577
Goepper Burkhardt
South Carolina
$2.47M -$341K -1,467 -13%
LW
578
Livet Wealth
Utah
$2.46M -$19.5K -84 -0.8%
SB
579
Simmons Bank
Arkansas
$2.46M -$67.9K -292 -3%
TP
580
TritonPoint Partners
Maryland
$2.44M +$1.9M +8,177 +436%
EF
581
Empowered Funds
Pennsylvania
$2.44M +$503K +2,163 +27%
FFO
582
Fortitude Family Office
Arizona
$2.43M – – –
NOI
583
Newton One Investments
Delaware
$2.43M -$39.1K -168 -2%
RC
584
Roundview Capital
New Jersey
$2.41M +$12.3K +53 +0.5%
FLI
585
Family Legacy Inc
South Carolina
$2.4M -$20.9K -90 -0.9%
PA
586
Probity Advisors
Texas
$2.38M -$62.3K -268 -3%
OCPWS
587
One Charles Private Wealth Services
Massachusetts
$2.37M -$5.58K -24 -0.2%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$2.35M -$22.6K -97 -1%
JIG
589
Junk Investment Group
Maryland
$2.34M -$50K -215 -2%
LOWM
590
Laurel Oak Wealth Management
New Jersey
$2.32M -$272K -1,168 -11%
CAG
591
Curtis Advisory Group
California
$2.32M -$14.2K -61 -0.6%
1WA
592
180 Wealth Advisors
Washington
$2.31M -$68.6K -295 -3%
WA
593
WP Advisors
California
$2.31M -$258K -1,108 -10%
GCA
594
Gradient Capital Advisors
California
$2.31M -$89.1K -383 -4%
IA
595
IF Advisors
Texas
$2.3M -$12.1K -52 -0.5%
MGW
596
MB Generational Wealth
Washington
$2.3M – – –
CAG
597
Crestwood Advisors Group
Massachusetts
$2.29M -$17.4K -75 -0.8%
WB
598
WesBanco Bank
West Virginia
$2.29M +$90K +387 +4%
GA
599
Greenspring Advisors
Maryland
$2.24M -$5.12K -22 -0.2%
TFA
600
Tobias Financial Advisors
Florida
$2.24M -$30.2K -130 -1%
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