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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
576
Newman Dignan & Sheerar Inc
Rhode Island
$675K -$5.14K -30 -0.7%
TWP
577
TFO Wealth Partners
Ohio
$667K -$28.6K -167 -4%
LA
578
LexAurum Advisors
Kansas
$666K +$65.6K +383 +11%
FLA
579
Financial Life Advisors
Texas
$665K -$171 -1 -0%
DBRC
580
D.B. Root & Company
Pennsylvania
$660K +$2.23K +13 +0.3%
CFGS
581
Concourse Financial Group Securities
Alabama
$656K +$59.2K +346 +10%
NRI
582
NFP Retirement Inc
California
$655K -$388K -2,268 -37%
CF
583
Centaurus Financial
California
$651K -$98.1K -573 -13%
ODIJL
584
One Day In July LLC
Vermont
$651K +$685 +4 +0.1%
RWM
585
Raffa Wealth Management
District of Columbia
$651K +$2.4K +14 +0.4%
CGL
586
Clarius Group LLC
Washington
$649K – – –
PCM
587
Pointe Capital Management
Michigan
$649K +$71.4K +417 +12%
TC
588
TownSquare Capital
Utah
$632K +$89.5K +523 +16%
TWA
589
TCI Wealth Advisors
Arizona
$626K +$91.1K +532 +17%
LWM
590
Liberty Wealth Management
California
$619K +$72.4K +423 +13%
RG
591
Retirement Group
California
$616K +$343K +2,003 +123%
VCM
592
Versant Capital Management
Arizona
$613K -$110K -640 -15%
BWA
593
BDO Wealth Advisors
Florida
$612K -$52.7K -308 -8%
CWC
594
Carolinas Wealth Consulting
North Carolina
$610K +$24K +140 +4%
CP
595
Camelot Portfolios
Ohio
$603K -$6.5K -38 -1%
IIC
596
Integrated Investment Consultants
Michigan
$601K – – –
CTFG
597
Capstone Triton Financial Group
Oklahoma
$600K +$229K +1,336 +67%
PPA
598
Parametric Portfolio Associates
Washington
$598K +$37.5K +219 +7%
CTC
599
Central Trust Company
Missouri
$596K +$1.71K +10 +0.3%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$596K +$5.14K +30 +0.9%
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