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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
826
Prospera Capital Management
Arizona
$961K – – –
CSIA
827
Conrad Siegel Investment Advisors
Pennsylvania
$954K +$224 +1 +0%
CCM
828
Canal Capital Management
Virginia
$952K – – –
GLLW
829
Graves Light Lenhart Wealth
Virginia
$948K +$8.72K +39 +0.9%
IA
830
IFG Advisors
Missouri
$942K +$1.12K +5 +0.1%
SWM
831
Schwallier Wealth Management
Michigan
$941K -$47.8K -214 -5%
DWM
832
Dopkins Wealth Management
New York
$940K – – –
MWP
833
Madison Wealth Partners
Wisconsin
$936K +$63K +282 +7%
OCM
834
One Capital Management
California
$934K +$100K +448 +12%
SAM
835
SVRN Asset Management
Texas
$933K – – –
FA
836
Fermata Advisors
California
$933K -$118K -528 -11%
BCIM
837
Bishop & Co Investment Management
Pennsylvania
$928K -$10.2M -45,707 -91%
MWM
838
Marion Wealth Management
Pennsylvania
$926K – – –
JCM
839
Jacobi Capital Management
Pennsylvania
$923K -$4.92K -22 -0.5%
MA
840
Mezzasalma Advisors
New Jersey
$923K +$4.47K +20 +0.5%
BCM
841
Becker Capital Management
Oregon
$921K +$1.56K +7 +0.2%
VAG
842
Vannoy Advisory Group
Texas
$917K -$37.3K -167 -4%
CJ
843
Caitlin John
Michigan
$916K +$25.7K +115 +3%
AIM
844
Anchor Investment Management
South Carolina
$907K +$30.6K +137 +3%
ADL
845
Asset Dedication LLC
California
$907K -$628K -2,809 -40%
CFG
846
Citizens Financial Group
Rhode Island
$904K -$21.2K -95 -2%
VIA
847
Victrix Investment Advisors
Florida
$896K +$126K +563 +16%
SWGC
848
Summit Wealth Group (Colorado)
Colorado
$896K +$148K +663 +19%
VAG
849
VisionPoint Advisory Group
Texas
$894K +$2.91K +13 +0.3%
SIG
850
Spinnaker Investment Group
California
$894K -$132K -590 -13%
32 33
34
35 36