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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
701
U.S. Capital Wealth Advisors
Texas
$1.05M -$17.3K -96 -2%
SWRP
702
Summit Wealth & Retirement Planning
California
$1.04M +$251K +1,389 +34%
BWM
703
BCS Wealth Management
Tennessee
$1.02M +$5.96K +33 +0.6%
KNFPWM
704
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.02M -$151K -835 -14%
RWM
705
Revisor Wealth Management
Ohio
$1.02M +$686K +3,802 +227%
GP
706
Girard Partners
Pennsylvania
$1.02M -$304K -1,682 -24%
WFAG
707
Wescott Financial Advisory Group
Pennsylvania
$1.01M -$89.3K -495 -9%
KA
708
Klingman & Associates
New York
$1.01M -$17K -94 -2%
VAG
709
Vannoy Advisory Group
Texas
$1.01M -$8.66K -48 -0.9%
MF
710
Meridian Financial
Massachusetts
$1.01M +$47.8K +265 +5%
OC
711
Oppenheimer & Co
New York
$1.01M +$38.8K +215 +4%
SWM
712
Silverlake Wealth Management
Vermont
$1M -$7.94K -44 -0.8%
FNBOMD
713
First National Bank of Mount Dora
Florida
$997K -$23.8K -132 -2%
RRA
714
Round Rock Advisors
Connecticut
$992K -$33.4K -185 -3%
IGGA
715
Iron Gate Global Advisors
Utah
$987K -$87.7K -486 -9%
CFGSD
716
Compass Financial Group (South Dakota)
South Dakota
$984K +$20.8K +115 +2%
BAMG
717
Brand Asset Management Group
Missouri
$983K +$58.3K +323 +7%
ST
718
Smithfield Trust
Pennsylvania
$980K +$41.7K +231 +5%
KCM
719
Kathmere Capital Management
Pennsylvania
$980K +$1.62K +9 +0.2%
CFS
720
Coordinated Financial Services
Colorado
$980K +$921K +5,106 New
MSFS
721
Main Street Financial Solutions
Pennsylvania
$979K +$61K +338 +7%
MCM
722
MidAtlantic Capital Management
Virginia
$979K – – –
BAM
723
Belpointe Asset Management
Nevada
$976K +$918K +5,086 New
WA
724
Wealth Alliance
New York
$967K +$28.1K +156 +3%
GGS
725
Galvin Gaustad & Stein
Arizona
$959K -$33.4K -185 -4%
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