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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
751
Landmark Financial Advisors
Kentucky
$598K – – –
BFG
752
Bleakley Financial Group
New Jersey
$596K -$8.11K -49 -1%
GIA
753
Gladstone Institutional Advisory
Florida
$595K +$23.8K +144 +4%
LSPW
754
Lake Street Private Wealth
Illinois
$594K +$166 +1 +0%
BAM
755
Belpointe Asset Management
Nevada
$593K -$57.9K -350 -9%
JCIA
756
Jackson Creek Investment Advisors
Colorado
$591K +$617K +3,725 New
CHC
757
City Holding Co
West Virginia
$591K -$9.27K -56 -1%
CWC
758
Carolinas Wealth Consulting
North Carolina
$587K +$2.81K +17 +0.5%
GLLW
759
Graves Light Lenhart Wealth
Virginia
$584K +$50K +302 +9%
GFL
760
Granite FO LLC
New Hampshire
$584K +$296K +1,789 +93%
MAM
761
McLean Asset Management
Virginia
$579K -$20K -121 -3%
BIP
762
Brandes Investment Partners
California
$576K +$601K +3,629 New
1IA
763
1834 Investment Advisors
Wisconsin
$573K +$80.5K +486 +16%
SWA
764
Stratos Wealth Advisors
Ohio
$573K -$57.9K -350 -9%
WA
765
Wealth Alliance
New York
$569K +$8.77K +53 +1%
ACP
766
Aveo Capital Partners
Colorado
$567K -$178K -1,074 -23%
KA
767
Kovack Advisors
Florida
$563K -$138K -833 -19%
CF
768
Centaurus Financial
California
$556K -$93.2K -563 -14%
SWRP
769
Summit Wealth & Retirement Planning
California
$556K +$112K +675 +24%
FFP
770
Forbes Financial Planning
Rhode Island
$552K +$993 +6 +0.2%
EA
771
Eudaimonia Advisors
Tennessee
$550K +$11.4K +69 +2%
OWA
772
Opal Wealth Advisors
New York
$547K +$127K +765 +29%
BCM
773
Becker Capital Management
Oregon
$546K +$569K +3,439 New
CPP
774
Capasso Planning Partners
South Carolina
$541K -$58.6K -354 -9%
BOH
775
Bank of Hawaii
Hawaii
$540K +$6.46K +39 +1%
29 30
31
32 33