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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
801
Ballast Financial Advisors
Pennsylvania
$1.12M -$71.4K -307 -6%
AFAS
802
Acorn Financial Advisory Services
Virginia
$1.12M -$48.8K -210 -4%
PBF
803
Petix & Botte Financial
California
$1.12M +$447K +1,923 +72%
SOAG
804
Silver Oak Advisory Group
Oregon
$1.11M -$17.9K -77 -2%
LFA
805
Level Financial Advisors
New York
$1.11M -$13K -56 -1%
BGA
806
Battery Global Advisors
Massachusetts
$1.1M – – –
CFO
807
CVA Family Office
Colorado
$1.1M -$149K -641 -12%
NB
808
Nicolet Bankshares
Wisconsin
$1.09M +$129K +555 +14%
OWA
809
Octavia Wealth Advisors
Ohio
$1.09M -$25.8K -111 -2%
OC
810
Oppenheimer & Co
New York
$1.09M +$98.6K +424 +10%
FA
811
Financial Alternatives
California
$1.09M – – –
HA
812
HFG Advisors
Ohio
$1.09M – – –
WA
813
Wealth Alliance
New York
$1.08M -$271K -1,165 -21%
PCM
814
Prospera Capital Management
Arizona
$1.08M +$7.68K +33 +0.7%
SWGC
815
Summit Wealth Group (Colorado)
Colorado
$1.08M +$77.9K +335 +8%
CL
816
CPWA LLC
Oregon
$1.07M -$12.1K -52 -1%
RWA
817
Rooted Wealth Advisors
Illinois
$1.07M +$141K +607 +16%
CCM
818
Canal Capital Management
Virginia
$1.06M – – –
CSIA
819
Conrad Siegel Investment Advisors
Pennsylvania
$1.06M -$2.09K -9 -0.2%
KAM
820
KEB Asset Management
Illinois
$1.06M -$24.2K -104 -2%
GLLW
821
Graves Light Lenhart Wealth
Virginia
$1.06M +$465 +2 +0%
YWM
822
Yukon Wealth Management
Kansas
$1.06M +$296K +1,273 +41%
MA
823
Mezzasalma Advisors
New Jersey
$1.05M +$21.4K +92 +2%
IA
824
IFG Advisors
Missouri
$1.05M +$698 +3 +0.1%
WWM
825
Western Wealth Management
Colorado
$1.05M -$31.9K -137 -3%
31 32
33
34 35