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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
701
Narus Financial Partners
Utah
$509K -$294K -1,848 -34%
CWM
702
Cahill Wealth Management
Michigan
$507K +$477 +3 +0.1%
JCM
703
Jag Capital Management
Missouri
$506K – – –
PCM
704
Pointe Capital Management
Michigan
$506K – – –
NF
705
Nikulski Financial
Iowa
$505K -$6.35K -40 -1%
NP
706
NorthRock Partners
Minnesota
$500K +$953 +6 +0.2%
SCM
707
SOL Capital Management
Maryland
$500K +$38.9K +245 +8%
FFP
708
Forbes Financial Planning
Rhode Island
$498K +$477 +3 +0.1%
MWM
709
Mission Wealth Management
California
$498K +$29.7K +187 +6%
WA
710
Wealth Alliance
New York
$498K +$60.4K +380 +12%
EWM
711
Evermay Wealth Management
Virginia
$496K -$62.6K -394 -10%
LHEI
712
Leo H. Evart Inc
California
$496K -$14K -88 -2%
SW
713
SVB Wealth
Massachusetts
$495K -$51.6K -325 -9%
TWP
714
TFO Wealth Partners
Ohio
$493K +$12.7K +80 +2%
OSAM
715
O'Shaughnessy Asset Management
Connecticut
$493K +$21.8K +137 +4%
HSA
716
HBK Sorce Advisory
Pennsylvania
$490K +$317K +1,993 +140%
CFG
717
Citizens Financial Group
Rhode Island
$488K -$562K -3,539 -51%
CWA
718
Canvas Wealth Advisors
Kansas
$488K -$20K -126 -4%
LW
719
Libra Wealth
California
$485K +$538K +3,385 New
AWA
720
Amplius Wealth Advisors
Pennsylvania
$483K -$11.4M -71,628 -96%
IC
721
IEQ Capital
California
$483K +$15.7K +99 +3%
PLU
722
Performa Ltd (US)
South Carolina
$483K +$535K +3,370 New
CAM
723
Cozad Asset Management
Illinois
$478K – – –
CSPIA
724
Cary Street Partners Investment Advisory
Virginia
$478K +$369K +2,322 +230%
FA
725
Flagstar Advisors
New York
$475K -$23.5K -148 -4%
27 28
29
30 31