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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
751
Petix & Botte Financial
California
$1.17M -$96.7K -462 -8%
GIA
752
GHP Investment Advisors
Colorado
$1.17M -$9.63K -46 -0.8%
TDWM
753
Topel & Distasi Wealth Management
California
$1.17M – – –
MCM
754
MidAtlantic Capital Management
Virginia
$1.16M – – –
LFA
755
Level Financial Advisors
New York
$1.15M -$66.8K -319 -6%
DG
756
Dala Group
Illinois
$1.15M +$1.13M +5,413 New
TCM
757
TruNorth Capital Management
Michigan
$1.14M – – –
CCM
758
Cambridge Capital Management
Illinois
$1.14M +$11.3K +54 +1%
MWM
759
Maimon Wealth Management
Israel
$1.13M +$1.12M +5,335 New
RFA
760
Resurgent Financial Advisors
Georgia
$1.12M +$14.9K +71 +1%
MSFS
761
Main Street Financial Solutions
Pennsylvania
$1.12M -$20.9K -100 -2%
IGGA
762
Iron Gate Global Advisors
Utah
$1.12M +$16.3K +78 +2%
MWM
763
Meritas Wealth Management
California
$1.12M +$3.14K +15 +0.3%
PPA
764
Painted Porch Advisors
California
$1.12M +$80.4K +384 +8%
BWA
765
Bestgate Wealth Advisors
Maryland
$1.1M +$161K +769 +17%
DAS
766
Diversify Advisory Services
Utah
$1.1M +$628 +3 +0.1%
MFT
767
Moisand Fitzgerald Tamayo
Florida
$1.1M -$8.59K -41 -0.8%
FNBOMD
768
First National Bank of Mount Dora
Florida
$1.1M – – –
GC
769
Grange Capital
Oregon
$1.09M -$38.5K -184 -3%
JAWA
770
John A. Wolfe & Associates
Michigan
$1.09M +$1.08M +5,164 New
KWMG
771
King Wealth Management Group
Florida
$1.09M -$24.3K -116 -2%
HNWAG
772
High Net Worth Advisory Group
Florida
$1.09M -$63.2K -302 -6%
D
773
Dentgroup
Louisiana
$1.08M – – –
WS
774
Wedbush Securities
California
$1.08M +$50.9K +243 +5%
EW
775
Evoke Wealth
California
$1.08M – – –
29 30
31
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