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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
676
Octavia Wealth Advisors
Ohio
$1.16M -$151K -784 -12%
QCG
677
Quadrant Capital Group
Ohio
$1.16M +$229K +1,189 +26%
D
678
Dentgroup
Louisiana
$1.15M -$100K -521 -8%
CCG
679
Chatham Capital Group
Georgia
$1.15M – – –
MF
680
Meridian Financial
Massachusetts
$1.14M +$75.2K +391 +7%
WA
681
Wealth Alliance
New York
$1.14M +$75.9K +395 +7%
CPP
682
Capasso Planning Partners
South Carolina
$1.13M -$256K -1,332 -19%
PIA
683
Perennial Investment Advisors
California
$1.13M +$7.3K +38 +0.7%
TCA
684
Transcend Capital Advisors
New Jersey
$1.12M -$90.3K -470 -8%
BWP
685
BSW Wealth Partners
Colorado
$1.12M +$18.1K +94 +2%
GIA
686
GHP Investment Advisors
Colorado
$1.12M -$20.6K -107 -2%
ATWA
687
Arbor Trust Wealth Advisors
Michigan
$1.11M – – –
PWA
688
Physician Wealth Advisors
Utah
$1.11M +$113K +590 +12%
IFWM
689
Institute for Wealth Management
Colorado
$1.11M -$3.85K -20 -0.4%
MWM
690
Meritas Wealth Management
California
$1.1M -$6.54K -34 -0.6%
MSFS
691
Main Street Financial Solutions
Pennsylvania
$1.1M -$45.4K -236 -4%
BFA
692
Beacon Financial Advisory
Ohio
$1.09M -$16.1K -84 -2%
IAS
693
Insigneo Advisory Services
Florida
$1.09M +$25.2K +131 +2%
MFT
694
Moisand Fitzgerald Tamayo
Florida
$1.09M -$20K -104 -2%
TCM
695
TruNorth Capital Management
Michigan
$1.08M – – –
TC
696
Trust Company
Kansas
$1.08M -$212K -1,104 -17%
DAS
697
Diversify Advisory Services
Utah
$1.08M -$219K -1,137 -17%
CFGSD
698
Compass Financial Group (South Dakota)
South Dakota
$1.07M -$6.92K -36 -0.7%
KAM
699
KEB Asset Management
Illinois
$1.07M -$16.1K -84 -2%
MCM
700
MidAtlantic Capital Management
Virginia
$1.07M +$43.4K +226 +4%
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