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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
676
My Legacy Advisors
Oregon
$652K -$504K -3,071 -42%
LSPW
677
Lake Street Private Wealth
Illinois
$646K +$139K +846 +24%
BWA
678
BDO Wealth Advisors
Florida
$644K +$164 +1 +0%
NW
679
NewEdge Wealth
Pennsylvania
$643K -$358K -2,182 -34%
BDF
680
Balasa Dinverno & Foltz
$639K +$15.6K +95 +2%
ODIJL
681
One Day In July LLC
Vermont
$632K -$6.07K -37 -0.9%
SWA
682
Stratos Wealth Advisors
Ohio
$629K -$23.1K -141 -3%
FNBSF
683
First National Bank Sioux Falls
South Dakota
$627K +$125K +764 +22%
AIM
684
AMI Investment Management
Indiana
$626K -$15.6K -95 -2%
LPP
685
Life Planning Partners
Florida
$625K +$342K +2,083 +100%
LFG
686
Larson Financial Group
Missouri
$616K -$6.23K -38 -0.9%
AWCI
687
Alpine Woods Capital Investors
New York
$616K – – –
SWM
688
Soundmark Wealth Management
Washington
$615K -$934K -5,696 -58%
GIM
689
Goelzer Investment Management
Indiana
$615K -$5.9K -36 -0.9%
AT
690
American Trust
Kentucky
$614K -$399K -2,431 -37%
CP
691
Camelot Portfolios
Ohio
$613K +$33.5K +204 +5%
AIM
692
Anchor Investment Management
South Carolina
$611K +$71K +433 +12%
FF
693
Friedenthal Financial
New Jersey
$610K +$668K +4,071 New
RWM
694
Raffa Wealth Management
District of Columbia
$608K +$2.95K +18 +0.4%
JSL
695
JT Stratford LLC
Georgia
$607K +$664K +4,049 New
MAM
696
McLean Asset Management
Virginia
$605K -$13.4K -82 -2%
AWP
697
Accretive Wealth Partners
New Jersey
$604K -$13K -79 -2%
RFA
698
Resurgent Financial Advisors
Georgia
$602K -$22.1K -135 -3%
PFA
699
Pure Financial Advisors
California
$601K +$9.84K +60 +2%
GIA
700
Gladstone Institutional Advisory
Florida
$599K -$8.04K -49 -1%
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