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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
601
Monument Group Wealth Advisors
Massachusetts
$1.72M +$281K +1,373 +20%
BAMG
602
Brand Asset Management Group
Missouri
$1.71M +$665K +3,254 +66%
CSB
603
City State Bank
Iowa
$1.71M -$17.4K -85 -1%
BWP
604
BSW Wealth Partners
Colorado
$1.7M +$76.5K +374 +5%
FFN
605
Focus Financial Network
Minnesota
$1.68M +$44.4K +217 +3%
ISFAN
606
Investor's Fiduciary Advisor Network
Washington
$1.67M -$136K -664 -8%
PWS
607
Precision Wealth Strategies
Missouri
$1.66M -$93K -455 -5%
TCOV
608
Trust Company of Vermont
Vermont
$1.66M -$6.54K -32 -0.4%
CFO
609
CVA Family Office
Colorado
$1.66M -$102K -499 -6%
MSWM
610
McGlone Suttner Wealth Management
Wisconsin
$1.66M +$409 +2 +0%
GVAG
611
Great Valley Advisor Group
Delaware
$1.62M +$162K +792 +11%
CCA
612
Clarity Capital Advisors
Florida
$1.61M +$7.16K +35 +0.5%
MSWMA
613
Market Street Wealth Management Advisors
Indiana
$1.6M -$63.2K -309 -4%
VA
614
VestGen Advisors
Illinois
$1.59M -$48.9K -239 -3%
CFSG
615
Community Financial Services Group
Vermont
$1.59M -$177K -868 -10%
RTL
616
Red Tortoise LLC
Georgia
$1.58M +$125K +613 +9%
BTI
617
Blue Trust Inc
Georgia
$1.57M +$126K +614 +9%
BWM
618
BigSur Wealth Management
Florida
$1.57M – – –
BOH
619
Bank of Hawaii
Hawaii
$1.56M – – –
3AM
620
3EDGE Asset Management
Florida
$1.56M +$167K +815 +12%
RFS
621
Richardson Financial Services
Massachusetts
$1.55M -$13.9K -68 -0.9%
HR
622
Hardy Reed
Mississippi
$1.55M – – –
IP
623
Intellectus Partners
California
$1.55M +$18.8K +92 +1%
CW
624
Cooksen Wealth
Texas
$1.54M -$10.8K -53 -0.7%
OFS
625
OneAscent Financial Services
Alabama
$1.53M +$45K +220 +3%
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