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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
601
Belpointe Asset Management
Nevada
$1.58M +$336K +1,750 +29%
1IA
602
1834 Investment Advisors
Wisconsin
$1.58M +$152K +792 +11%
RPGK
603
Retirement Planning Group (Kansas)
Kansas
$1.57M +$766K +3,984 +103%
TCOV
604
Trust Company of Vermont
Vermont
$1.57M -$13.5K -70 -0.9%
SHFA
605
SC&H Financial Advisors
Maryland
$1.57M +$5.96K +31 +0.4%
GVAG
606
Great Valley Advisor Group
Delaware
$1.57M +$34.6K +180 +2%
MFS
607
McNamara Financial Services
Massachusetts
$1.57M -$61.9K -322 -4%
CD
608
Chapin Davis
Maryland
$1.55M +$91.9K +478 +7%
EE
609
EWG Elevate
California
$1.54M +$27.1K +141 +2%
NDSI
610
Newman Dignan & Sheerar Inc
Rhode Island
$1.54M +$12.7K +66 +0.9%
ECG
611
Edge Capital Group
Georgia
$1.54M +$1.35K +7 +0.1%
HB
612
Horizon Bancorp
Indiana
$1.54M -$2.12K -11 -0.1%
MSWM
613
McGlone Suttner Wealth Management
Wisconsin
$1.54M -$404K -2,104 -22%
RTL
614
Red Tortoise LLC
Georgia
$1.5M +$53.1K +276 +4%
BWM
615
BigSur Wealth Management
Florida
$1.5M – – –
HR
616
Hardy Reed
Mississippi
$1.49M -$196K -1,019 -12%
CW
617
Cooksen Wealth
Texas
$1.49M -$458K -2,381 -24%
DB
618
Dravo Bay
Delaware
$1.48M -$438K -2,281 -24%
SWM
619
Sagace Wealth Management
Florida
$1.45M +$110K +570 +9%
LWM
620
Liberty Wealth Management
California
$1.45M -$3.66M -19,021 -72%
CMBA
621
C.M. Bidwell & Associates
Hawaii
$1.45M -$961 -5 -0.1%
PBF
622
Petix & Botte Financial
California
$1.45M -$92.8K -483 -6%
EHAM
623
Eagle Harbor Asset Management
Washington
$1.45M -$29.4K -153 -2%
BEAM
624
Baker Ellis Asset Management
Washington
$1.45M – – –
BP
625
Ballentine Partners
Massachusetts
$1.44M – – –
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