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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
726
Kestra Private Wealth Services
Texas
$470K +$16.8K +106 +3%
BFC
727
Bedel Financial Consulting
Indiana
$466K +$3.18K +20 +0.7%
NW
728
NewEdge Wealth
Pennsylvania
$465K -$167K -1,052 -25%
TA
729
Trellis Advisors
Washington
$461K -$92.1K -580 -15%
LF
730
Lantz Financial
Illinois
$460K +$509K +3,205 New
TWA
731
TCI Wealth Advisors
Arizona
$459K -$10.2K -64 -2%
PA
732
Procyon Advisors
Connecticut
$457K -$56.9K -358 -10%
GT
733
Glenview Trust
Kentucky
$455K -$7.94K -50 -2%
VCM
734
Versant Capital Management
Arizona
$454K -$7.31K -46 -1%
WA
735
Wealthstream Advisors
New York
$453K +$8.58K +54 +2%
RFC
736
Regions Financial Corp
Alabama
$452K -$55.1K -347 -10%
SLT
737
St Louis Trust
Missouri
$450K -$282K -1,773 -36%
PHS
738
Pekin Hardy Strauss
Illinois
$448K -$79.4K -500 -14%
SFPM
739
Sensible Financial Planning & Management
Massachusetts
$447K +$4.61K +29 +0.9%
HIGP
740
Hill Investment Group Partners
Missouri
$446K -$294K -1,853 -37%
AHC
741
Anderson Hoagland & Co
Missouri
$445K – – –
API
742
Advisor Partners II
California
$445K +$494K +3,107 New
VCM
743
Vivaldi Capital Management
Illinois
$440K – – –
DWM
744
Dopkins Wealth Management
New York
$437K +$2.22K +14 +0.5%
GL
745
Graypoint LLC
New York
$434K +$481K +3,025 New
RWI
746
Red Wave Investments
Pennsylvania
$433K – – –
UI
747
Unconventional Investor
New Hampshire
$433K – – –
GC
748
Grimes & Company
Massachusetts
$432K -$15.9K -100 -3%
GWM
749
Grand Wealth Management
Michigan
$430K -$8.58K -54 -2%
LA
750
LexAurum Advisors
Kansas
$429K -$156K -984 -25%
28 29
30
31 32