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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
801
Caitlin John
Michigan
$680K -$369 -2 -0.1%
PWP
802
Precedent Wealth Partners
Texas
$679K -$554 -3 -0.1%
GFL
803
Granite FO LLC
New Hampshire
$678K +$185 +1 +0%
RVPG
804
Relative Value Partners Group
$677K -$8.78M -47,543 -93%
LSPW
805
Lake Street Private Wealth
Illinois
$677K – – –
LPP
806
Life Planning Partners
Florida
$677K – – –
GC
807
Grimes & Company
Massachusetts
$674K +$3.14K +17 +0.5%
TC
808
TAP Consulting
Missouri
$672K -$12K -65 -2%
APIM
809
Agate Pass Investment Management
Washington
$671K +$18.5K +100 +3%
CWA
810
Cascade Wealth Advisors
Washington
$670K – – –
SWA
811
Sightline Wealth Advisors
Connecticut
$665K – – –
PPW
812
Parcion Private Wealth
Washington
$662K – – –
MAM
813
McLean Asset Management
Virginia
$657K +$2.4K +13 +0.4%
MP
814
McDonald Partners
Ohio
$651K -$4.99K -27 -0.8%
UAG
815
United Advisor Group
Ohio
$650K -$359K -1,942 -35%
CAM
816
Cozad Asset Management
Illinois
$647K -$20.3K -110 -3%
CIC
817
Carnegie Investment Counsel
Ohio
$645K -$417K -2,256 -39%
EW
818
Evoke Wealth
California
$638K -$211K -1,141 -25%
BCM
819
Becker Capital Management
Oregon
$631K – – –
IF
820
Integrity Financial
Wyoming
$621K +$181K +982 +41%
OHWA
821
Oak Hill Wealth Advisors
Virginia
$619K +$627K +3,394 New
TC
822
Trilogy Capital
California
$618K +$53.8K +291 +9%
LW
823
Libra Wealth
California
$618K – – –
SCA
824
Snowden Capital Advisors
New York
$612K +$10.9K +59 +2%
RIA
825
Realta Investment Advisors
Delaware
$608K +$124K +671 +25%
31 32
33
34 35