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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
576
Disciplined Investments
Oklahoma
$1.22M -$25.3K -153 -2%
EWA
577
Evolution Wealth Advisors
Florida
$1.22M -$4.97K -30 -0.4%
MOS
578
MGO One Seven
Ohio
$1.21M -$304K -1,839 -19%
ORC
579
O'Rourke & Company
Massachusetts
$1.21M +$92.5K +559 +8%
SF
580
Synovus Financial
Georgia
$1.2M -$140K -845 -10%
LFA
581
Level Financial Advisors
New York
$1.19M -$290K -1,754 -19%
DAS
582
Dynamic Advisor Solutions
Arizona
$1.18M +$55.6K +336 +5%
HA
583
HC Advisors
Georgia
$1.17M +$1.99K +12 +0.2%
SHFA
584
SC&H Financial Advisors
Maryland
$1.17M -$82.4K -498 -6%
RRC
585
Relaxing Retirement Coach
Massachusetts
$1.16M -$8.11K -49 -0.7%
OCPWS
586
One Charles Private Wealth Services
Massachusetts
$1.16M +$77.8K +470 +7%
CMBA
587
C.M. Bidwell & Associates
Hawaii
$1.16M +$5.13K +31 +0.4%
BWM
588
BigSur Wealth Management
Florida
$1.16M -$1.96M -11,825 -62%
WA
589
Wambolt & Associates
Colorado
$1.15M +$179K +1,083 +18%
CD
590
Chapin Davis
Maryland
$1.14M +$146K +880 +14%
BAM
591
BTS Asset Management
Massachusetts
$1.14M +$98.3K +594 +9%
MA
592
Mutual Advisors
Nebraska
$1.13M -$84.1K -508 -7%
DPI
593
Diversified Portfolios Inc
Michigan
$1.12M +$119K +716 +11%
BF
594
BOK Financial
Oklahoma
$1.12M -$738K -4,458 -39%
WA
595
Waverly Advisors
Alabama
$1.12M -$12.9K -78 -1%
RFA
596
Resurgent Financial Advisors
Georgia
$1.11M +$92.5K +559 +9%
SWP
597
Stratos Wealth Partners
Ohio
$1.11M -$1.04M -6,288 -47%
FHC
598
Forest Hill Capital
Arkansas
$1.1M – – –
WFAG
599
Wescott Financial Advisory Group
Pennsylvania
$1.09M -$72.8K -440 -6%
BWM
600
BCS Wealth Management
Tennessee
$1.09M +$119K +719 +12%
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