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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
876
Spirepoint Private Client
Florida
$930K +$97K +417 +12%
RF
877
Rossby Financial
Florida
$923K -$2.79K -12 -0.3%
BI
878
Berkeley Inc
Idaho
$922K -$24.4K -105 -3%
CT
879
Caldwell Trust
Florida
$919K +$43.7K +188 +5%
SIA
880
Soltis Investment Advisors
Utah
$918K -$197K -847 -18%
GWS
881
Glassman Wealth Services
Virginia
$918K +$233 +1 +0%
QFA
882
Quantum Financial Advisors
California
$915K -$2.79K -12 -0.3%
KA
883
Kovack Advisors
Florida
$914K +$63.5K +273 +8%
LSPW
884
Lake Street Private Wealth
Illinois
$911K +$233 +1 +0%
EFP
885
Envision Financial Planning
Tennessee
$905K -$58.4K -251 -6%
WC
886
Westhampton Capital
North Carolina
$901K -$4.42K -19 -0.5%
MP
887
McDonald Partners
Ohio
$898K +$20.7K +89 +2%
SWA
888
Sightline Wealth Advisors
Connecticut
$897K +$930 +4 +0.1%
LWM
889
LightSquare Wealth Management
Michigan
$897K -$94.2K -405 -10%
AIM
890
Anchor Investment Management
South Carolina
$891K -$118K -508 -12%
KA
891
KDT Advisors
New York
$887K – – –
BWA
892
Bestgate Wealth Advisors
Maryland
$879K -$203K -874 -19%
ACM
893
Armbruster Capital Management
New York
$878K – – –
GIM
894
Goelzer Investment Management
Indiana
$876K -$112K -481 -12%
CFG
895
Citizens Financial Group
Rhode Island
$875K -$130K -560 -13%
MWA
896
Medallion Wealth Advisors
Connecticut
$875K -$32.1K -138 -4%
PWA
897
Physician Wealth Advisors
Utah
$872K +$233 +1 +0%
CTA
898
Chesley Taft & Associates
Illinois
$872K – – –
LPP
899
Life Planning Partners
Florida
$864K -$25.4K -109 -3%
AFO
900
Arrowroot Family Office
California
$863K -$465 -2 -0.1%
34 35
36
37 38