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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
601
Lumature Wealth Partners
Georgia
$371K +$337K +2,612 New
EFL
602
ERn Financial LLC
Wisconsin
$370K +$32K +248 +11%
OFS
603
Oldfather Financial Services
Nebraska
$362K -$8K -62 -3%
DE
604
Day & Ennis
Georgia
$359K -$12.4K -96 -4%
SWM
605
Soundmark Wealth Management
Washington
$350K +$318K +2,463 New
SW
606
SVB Wealth
Massachusetts
$348K +$316K +2,449 New
DSA
607
Droms Strauss Advisors
Missouri
$347K +$774 +6 +0.2%
MPM
608
Meritage Portfolio Management
Kansas
$347K +$315K +2,440 New
GGI
609
Godsey & Gibb Inc
Virginia
$346K +$313K +2,430 New
CA
610
Calton & Associates
Florida
$345K +$45.7K +354 +17%
PG
611
Prostatis Group
Maryland
$345K +$313K +2,426 New
TFA
612
TPG Financial Advisors
Oregon
$341K +$5.29K +41 +2%
TCOV
613
Trust Company of Vermont
Vermont
$338K +$17.8K +138 +6%
CIAS
614
Capital Investment Advisory Services
North Carolina
$338K +$28K +217 +10%
EK
615
Evensky & Katz
Florida
$337K -$9.42K -73 -3%
BOS
616
Bingham Osborn & Scarborough
California
$337K +$306K +2,370 New
CFGS
617
Concourse Financial Group Securities
Alabama
$335K -$94.8K -735 -24%
TFS
618
Thoroughbred Financial Services
Tennessee
$335K +$5.16K +40 +2%
LWM
619
Laidlaw Wealth Management
New York
$334K +$303K +2,347 New
IA
620
IFG Advisors
Missouri
$333K – – –
SSCA
621
South Shore Capital Advisors
Massachusetts
$332K +$301K +2,336 New
GLA
622
Good Life Advisors
Pennsylvania
$331K +$2.06K +16 +0.7%
CFG
623
Citizens Financial Group
Rhode Island
$329K -$3.61K -28 -1%
AIP
624
Almanack Investment Partners
Pennsylvania
$327K +$297K +2,301 New
CFM
625
Comprehensive Financial Management
California
$321K +$3.35K +26 +1%
23 24
25
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