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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
BigSur Wealth Management
Florida
$519K -$651K -4,137 -57%
OWA
802
Opal Wealth Advisors
New York
$517K -$50.4K -320 -9%
JCM
803
Jag Capital Management
Missouri
$516K – – –
WA
804
Wealthstream Advisors
New York
$515K +$1.1K +7 +0.2%
BFC
805
Bedel Financial Consulting
Indiana
$508K +$4.57K +29 +1%
PPW
806
Parcion Private Wealth
Washington
$502K +$2.83K +18 +0.6%
FHA
807
Flagship Harbor Advisors
Massachusetts
$500K +$36.7K +233 +8%
EPWM
808
Essex Private Wealth Management
Massachusetts
$500K – – –
UI
809
Unconventional Investor
New Hampshire
$500K – – –
FA
810
Flagstar Advisors
New York
$500K -$1.42K -9 -0.3%
PA
811
Procyon Advisors
Connecticut
$498K -$20.5K -130 -4%
LHEI
812
Leo H. Evart Inc
California
$495K -$1.57K -10 -0.3%
SOAG
813
Silver Oak Advisory Group
Oregon
$493K -$9.76K -62 -2%
RA
814
Resolute Advisors
California
$490K +$2.52K +16 +0.5%
CAM
815
Clark Asset Management
New Hampshire
$479K +$1.26K +8 +0.3%
AHC
816
Anderson Hoagland & Co
Missouri
$477K – – –
SB
817
Strategic Blueprint
Georgia
$474K +$2.36K +15 +0.5%
GC
818
Gibson Capital
Pennsylvania
$472K – – –
OPPS
819
Obsidian Personal Planning Solutions
Maryland
$470K +$120K +761 +37%
ECM
820
EMC Capital Management
Texas
$465K +$247K +1,567 +152%
SC
821
Stephens Consulting
Michigan
$464K +$231K +1,468 +110%
DWM
822
Dopkins Wealth Management
New York
$462K -$44.9K -285 -9%
CAC
823
Certified Advisory Corp
Florida
$460K -$39.2K -249 -8%
PK
824
Pflug Koory
Nebraska
$460K – – –
D
825
Diversified
Delaware
$459K -$28.3K -180 -6%
31 32
33
34 35