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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
801
IFG Advisors
Missouri
$682K – – –
CJ
802
Caitlin John
Michigan
$680K -$369 -2 -0.1%
PWP
803
Precedent Wealth Partners
Texas
$679K -$554 -3 -0.1%
GFL
804
Granite FO LLC
New Hampshire
$678K +$185 +1 +0%
RVPG
805
Relative Value Partners Group
$677K -$8.78M -47,543 -93%
LSPW
806
Lake Street Private Wealth
Illinois
$677K – – –
LPP
807
Life Planning Partners
Florida
$677K – – –
GC
808
Grimes & Company
Massachusetts
$674K +$3.14K +17 +0.5%
TC
809
TAP Consulting
Missouri
$672K -$12K -65 -2%
APIM
810
Agate Pass Investment Management
Washington
$671K +$18.5K +100 +3%
CWA
811
Cascade Wealth Advisors
Washington
$670K – – –
SWA
812
Sightline Wealth Advisors
Connecticut
$665K – – –
PPW
813
Parcion Private Wealth
Washington
$662K – – –
MAM
814
McLean Asset Management
Virginia
$657K +$2.4K +13 +0.4%
MP
815
McDonald Partners
Ohio
$651K -$4.99K -27 -0.8%
UAG
816
United Advisor Group
Ohio
$650K -$359K -1,942 -35%
CAM
817
Cozad Asset Management
Illinois
$647K -$20.3K -110 -3%
CIC
818
Carnegie Investment Counsel
Ohio
$645K -$417K -2,256 -39%
EW
819
Evoke Wealth
California
$638K -$211K -1,141 -25%
BCM
820
Becker Capital Management
Oregon
$631K – – –
IF
821
Integrity Financial
Wyoming
$621K +$181K +982 +41%
OHWA
822
Oak Hill Wealth Advisors
Virginia
$619K +$627K +3,394 New
TC
823
Trilogy Capital
California
$618K +$53.8K +291 +9%
LW
824
Libra Wealth
California
$618K – – –
SCA
825
Snowden Capital Advisors
New York
$612K +$10.9K +59 +2%
31 32
33
34 35