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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
801
Grimes & Company
Massachusetts
$1.03M +$14.8K +66 +1%
CL
802
CPWA LLC
Oregon
$1.03M +$992K +4,439 New
BIM
803
Baldwin Investment Management
Pennsylvania
$1.02M +$10.7K +48 +1%
SWM
804
Sagace Wealth Management
Florida
$1.02M +$3.8K +17 +0.4%
PCA
805
Providence Capital Advisors
North Carolina
$1.02M – – –
AFA
806
American Financial Advisors
Georgia
$1.02M -$75.6K -338 -7%
CPWM
807
Cypress Point Wealth Management
Texas
$1.01M +$3.13K +14 +0.3%
S
808
SignatureFD
Georgia
$1.01M +$221K +990 +27%
SOAG
809
Silver Oak Advisory Group
Oregon
$1.01M +$395K +1,769 +62%
SIA
810
Soltis Investment Advisors
Utah
$1M -$613K -2,744 -37%
BFA
811
Beacon Financial Advisory
Ohio
$1M +$2.24K +10 +0.2%
LFA
812
Level Financial Advisors
New York
$1M -$181K -809 -15%
OWA
813
Octavia Wealth Advisors
Ohio
$1M -$13.2K -59 -1%
CAG
814
Csenge Advisory Group
Florida
$1,000K +$2.91K +13 +0.3%
RWM
815
Ritholtz Wealth Management
New York
$996K +$55K +246 +6%
FFS
816
Founders Financial Securities
Maryland
$993K -$41.1K -184 -4%
GC
817
Grange Capital
Oregon
$988K -$139K -620 -12%
BGA
818
Battery Global Advisors
Massachusetts
$987K +$757K +3,387 +292%
BWA
819
Bestgate Wealth Advisors
Maryland
$976K -$161K -721 -14%
FA
820
Financial Alternatives
California
$975K – – –
BMCM
821
Burns Matteson Capital Management
New York
$974K -$33.8K -151 -3%
HA
822
HFG Advisors
Ohio
$974K +$12.3K +55 +1%
KAM
823
KEB Asset Management
Illinois
$973K -$55.2K -247 -5%
WWM
824
Western Wealth Management
Colorado
$972K -$9.84K -44 -1%
AWP
825
Accretive Wealth Partners
New Jersey
$963K +$176K +789 +22%
31 32
33
34 35