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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSCA
801
South Shore Capital Advisors
Massachusetts
$385K +$4.43K +27 +1%
IC
802
Intersect Capital
California
$377K +$16.6K +101 +4%
MWM
803
Minot Wealth Management
Massachusetts
$375K +$65.6K +400 +19%
NCM
804
Novare Capital Management
North Carolina
$372K +$4.92K +30 +1%
CW
805
CreativeOne Wealth
Kansas
$370K +$71.5K +436 +21%
TFM
806
TFC Financial Management
Massachusetts
$368K – – –
EFL
807
ERn Financial LLC
Wisconsin
$368K +$6.07K +37 +2%
AR
808
Apeiron RIA
Texas
$368K +$40.3K +246 New
SG
809
StoneX Group
New York
$367K +$108K +658 +37%
GGI
810
Godsey & Gibb Inc
Virginia
$365K +$400K +2,439 New
VCA
811
Verdence Capital Advisors
Maryland
$364K +$1.15K +7 +0.3%
OFS
812
Oldfather Financial Services
Nebraska
$362K – – –
RPWA
813
Regent Peak Wealth Advisors
Georgia
$360K +$119K +725 +43%
CWP
814
Curated Wealth Partners
California
$355K +$388K +2,369 New
WCA
815
Westover Capital Advisors
Delaware
$351K -$15.1K -92 -4%
ERIC
816
Eagle Rock Investment Company
Georgia
$350K +$16.1K +98 +4%
SFA
817
Sequoia Financial Advisors
Ohio
$349K -$585K -3,566 -60%
DWT
818
Dorsey & Whitney Trust
South Dakota
$349K -$141K -857 -27%
DSA
819
Droms Strauss Advisors
Missouri
$349K -$14.6K -89 -4%
LL
820
LPWM LLC
Minnesota
$348K +$38.7K +236 +12%
TFA
821
Triad Financial Advisors
North Carolina
$347K -$85.8K -523 -18%
RBFC
822
Roman Butler Fullerton & Co
Missouri
$341K -$94.1K -574 -20%
DI
823
DAGCO Inc
Ohio
$335K -$1.31K -8 -0.4%
SAM
824
SignalPoint Asset Management
Missouri
$334K +$21.3K +130 +6%
ECM
825
Evergreen Capital Management
Washington
$334K +$24.3K +148 +7%
31 32
33
34 35