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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
876
Oak Hill Wealth Advisors
Virginia
$692K +$717K +3,494 New
BFG
877
Bleakley Financial Group
New Jersey
$691K +$147K +716 +26%
KA
878
Klingman & Associates
New York
$689K -$356K -1,734 -33%
MCA
879
Magnolia Capital Advisors
Mississippi
$689K +$714K +3,476 New
PHS
880
Pekin Hardy Strauss
Illinois
$687K -$18.5K -90 -3%
MWP
881
Madison Wealth Partners
Wisconsin
$684K -$15.6K -76 -2%
HCP
882
Hexagon Capital Partners
Arkansas
$682K -$46K -224 -6%
TAM
883
Townsend Asset Management
North Carolina
$681K +$112K +547 +19%
AFA
884
Atlas Financial Advisors
California
$676K +$700K +3,410 New
LW
885
Libra Wealth
California
$675K – – –
JWM
886
JPL Wealth Management
Colorado
$673K +$697K +3,394 New
MAM
887
McLean Asset Management
Virginia
$672K -$45.6K -222 -6%
CFG
888
Citizens Financial Group
Rhode Island
$672K +$13.3K +65 +2%
LWMNY
889
Landmark Wealth Management (New York)
New York
$665K -$20.1K -98 -3%
MAG
890
Mayfair Advisory Group
Alabama
$664K +$253K +1,233 +58%
WIC
891
Woodmont Investment Counsel
Tennessee
$663K -$38.6K -188 -5%
TC
892
Trilogy Capital
California
$662K +$1.64K +8 +0.2%
FH
893
Financial Harvest
Florida
$659K +$683K +3,325 New
WCM
894
Winebrenner Capital Management
Kentucky
$659K +$682K +3,323 New
PCP
895
Proficio Capital Partners
Massachusetts
$656K – – –
CA
896
Continuum Advisory
Idaho
$655K +$10.1K +49 +2%
OCM
897
Objective Capital Management
Ohio
$654K -$50.3K -245 -7%
CAM
898
Cozad Asset Management
Illinois
$653K -$51.1K -249 -7%
BTWM
899
Brass Tax Wealth Management
Ohio
$652K +$1.23K +6 +0.2%
SG
900
StoneX Group
New York
$652K +$675K +3,289 New
34 35
36
37 38