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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
651
Brand Asset Management Group
Missouri
$639K +$11.3K +71 +2%
WH
652
Willner & Heller
California
$635K +$3.5K +22 +0.5%
CCM
653
Canal Capital Management
Virginia
$628K – – –
CT
654
Caldwell Trust
Florida
$622K -$40.3K -254 -6%
LPP
655
Life Planning Partners
Florida
$617K +$20.6K +130 +3%
AWA
656
Arkadios Wealth Advisors
Georgia
$614K +$198K +1,246 +41%
BDF
657
Balasa Dinverno & Foltz
$613K +$1.27K +8 +0.2%
AIM
658
Anchor Investment Management
South Carolina
$610K +$28.3K +178 +4%
AT
659
American Trust
Kentucky
$610K +$24.8K +156 +4%
ODIJL
660
One Day In July LLC
Vermont
$607K +$2.54K +16 +0.4%
JSL
661
JT Stratford LLC
Georgia
$602K +$24K +151 +4%
ORC
662
O'Rourke & Company
Massachusetts
$601K +$101K +636 +18%
AIM
663
AMI Investment Management
Indiana
$600K – – –
SWA
664
Stratos Wealth Advisors
Ohio
$599K -$3.18K -20 -0.5%
AWCI
665
Alpine Woods Capital Investors
New York
$590K – – –
GIM
666
Goelzer Investment Management
Indiana
$589K – – –
FF
667
Friedenthal Financial
New Jersey
$589K +$5.72K +36 +0.9%
RWM
668
Raffa Wealth Management
District of Columbia
$584K +$3.34K +21 +0.5%
SOAG
669
Silver Oak Advisory Group
Oregon
$578K +$78.5K +494 +14%
DBRC
670
D.B. Root & Company
Pennsylvania
$574K +$3.02K +19 +0.5%
WIA
671
World Investment Advisors
California
$573K -$11.4K -72 -2%
ASI
672
Advisory Services & Investments
Oregon
$569K -$1.97M -12,429 -76%
LFG
673
Larson Financial Group
Missouri
$569K -$22.4K -141 -3%
BAM
674
Belpointe Asset Management
Nevada
$567K +$21.8K +137 +4%
CPP
675
Capasso Planning Partners
South Carolina
$564K +$624K +3,930 New
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