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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
751
Octavia Wealth Advisors
Ohio
$993K -$81.4K -440 -8%
AA
752
Apriem Advisors
California
$989K +$338K +1,824 +56%
BWM
753
BKM Wealth Management
Wisconsin
$984K +$42.9K +232 +5%
MSFS
754
Main Street Financial Solutions
Pennsylvania
$981K -$5.55K -30 -0.6%
PPH
755
Pure Portfolios Holdings
Oregon
$979K +$443K +2,394 +91%
CWA
756
Canvas Wealth Advisors
Kansas
$967K +$138K +747 +19%
BIM
757
Baldwin Investment Management
Pennsylvania
$965K -$25.9K -140 -3%
BAMG
758
Brand Asset Management Group
Missouri
$963K -$138K -743 -13%
DAS
759
Diversify Advisory Services
Utah
$958K +$28.3K +153 +3%
PCA
760
Providence Capital Advisors
North Carolina
$957K +$908K +4,907 New
HFS
761
Hoge Financial Services
Pennsylvania
$953K +$21.7K +117 +2%
RFG
762
RFP Financial Group
Georgia
$952K -$210K -1,134 -19%
AFA
763
American Financial Advisors
Georgia
$949K +$901K +4,867 New
VWA
764
VSM Wealth Advisory
Maryland
$939K -$69.6K -376 -7%
KAM
765
KEB Asset Management
Illinois
$937K -$36.5K -197 -4%
BMCM
766
Burns Matteson Capital Management
New York
$932K -$4.81K -26 -0.5%
PHS
767
Pekin Hardy Strauss
Illinois
$928K +$177K +955 +25%
SW
768
Simplicity Wealth
New Jersey
$924K +$877K +4,736 New
LWM
769
LongView Wealth Management
Georgia
$922K -$27.8K -150 -3%
BFA
770
Beacon Financial Advisory
Ohio
$918K -$95.7K -517 -10%
PPA
771
Painted Porch Advisors
California
$917K +$86.1K +465 +11%
LFG
772
Larson Financial Group
Missouri
$913K -$7.03K -38 -0.8%
VP
773
Verisail Partners
Georgia
$904K +$2.22K +12 +0.3%
SIA
774
Soltis Investment Advisors
Utah
$900K +$41.6K +225 +5%
DI
775
Disciplined Investments
Oklahoma
$898K +$34.6K +187 +4%
29 30
31
32 33