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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
801
Graves Light Lenhart Wealth
Virginia
$717K – – –
IA
802
IFG Advisors
Missouri
$717K -$13.2K -73 -2%
CJ
803
Caitlin John
Michigan
$716K -$40.8K -226 -6%
PWP
804
Precedent Wealth Partners
Texas
$715K -$17.5K -97 -3%
BWM
805
BKM Wealth Management
Wisconsin
$714K +$13.2K +73 +2%
LSPW
806
Lake Street Private Wealth
Illinois
$712K +$180 +1 +0%
LPP
807
Life Planning Partners
Florida
$712K +$4.69K +26 +0.7%
GC
808
Grimes & Company
Massachusetts
$705K +$1.8K +10 +0.3%
CAM
809
Cozad Asset Management
Illinois
$701K +$180 +1 +0%
SWA
810
Sightline Wealth Advisors
Connecticut
$699K +$116K +641 +21%
P
811
&Partners
Tennessee
$699K +$323K +1,792 +97%
PPW
812
Parcion Private Wealth
Washington
$696K -$4.69K -26 -0.7%
MP
813
McDonald Partners
Ohio
$690K – – –
GIA
814
Gladstone Institutional Advisory
Florida
$687K -$67.8K -376 -10%
APIM
815
Agate Pass Investment Management
Washington
$686K -$36.1K -200 -5%
FNBSF
816
First National Bank Sioux Falls
South Dakota
$679K – – –
MAM
817
McLean Asset Management
Virginia
$679K -$6.32K -35 -1%
BCM
818
Becker Capital Management
Oregon
$660K – – –
CA
819
Continuum Advisory
Idaho
$660K -$844K -4,679 -57%
TVM
820
True Vision MN
Minnesota
$656K -$29.4K -163 -4%
SCM
821
SOL Capital Management
Maryland
$651K – – –
LW
822
Libra Wealth
California
$650K – – –
CF
823
Centaurus Financial
California
$646K -$1.62K -9 -0.3%
LA
824
Lane & Associates
New Jersey
$644K +$2.53K +14 +0.4%
WP
825
WMS Partners
Maryland
$641K – – –
31 32
33
34 35