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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
701
Planning Directions
Pennsylvania
– -$1.49M -10,846 Closed
AIP
702
Almanack Investment Partners
Pennsylvania
– -$1.45M -10,591 Closed
VWM
703
Venturi Wealth Management
Texas
– -$1.39M -10,140 Closed
AR
704
Advisory Research
Illinois
– -$1.38M -10,040 Closed
JIC
705
JRM Investment Counsel
Nebraska
– -$1.37M -10,026 Closed
AI
706
Atria Investments
North Carolina
– -$1.29M -9,421 Closed
SWM
707
SeaCrest Wealth Management
New York
– -$1.18M -8,581 Closed
NCP
708
NexWave Capital Partners
New York
– -$1.09M -7,959 Closed
SEIA
709
Signature Estate & Investment Advisors
California
– -$1.06M -7,711 Closed
CG
710
Caprock Group
Idaho
– -$1.03M -7,519 Closed
CAM
711
Cresset Asset Management
Illinois
– -$1.01M -7,400 Closed
DSA
712
Droms Strauss Advisors
Missouri
– -$992K -7,249 Closed
CMO
713
Covenant Multifamily Offices
Texas
– -$522K -6,649 Closed
BAAM
714
Baker Avenue Asset Management
California
– -$898K -6,554 Closed
RIA
715
Regal Investment Advisors
Michigan
– -$886K -6,467 Closed
RA
716
Riversedge Advisors
Delaware
– -$877K -6,397 Closed
ACM
717
Armbruster Capital Management
New York
– -$794K -5,795 Closed
FLA
718
Financial Life Advisors
Texas
– -$754K -5,504 Closed
CCP
719
Corient Capital Partners
California
– -$736K -5,370 Closed
MA
720
Modus Advisors
Minnesota
– -$726K -5,297 Closed
CTA
721
Chesley Taft & Associates
Illinois
– -$684K -4,990 Closed
AA
722
Aufman Associates
Pennsylvania
– -$635K -4,634 Closed
HA
723
HC Advisors
Georgia
– -$589K -4,297 Closed
RMCM
724
Reynders McVeigh Capital Management
Massachusetts
– -$582K -4,245 Closed
PGAM
725
Princeton Global Asset Management
New Jersey
– -$488K -4,025 Closed
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