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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
901
BCS Wealth Management
Tennessee
$859K -$2.09K -9 -0.3%
MAG
902
Mayfair Advisory Group
Alabama
$856K -$37.2K -160 -4%
TWC
903
TD Waterhouse Canada
Ontario, Canada
$853K – – –
APIM
904
Agate Pass Investment Management
Washington
$851K – – –
KNFPWM
905
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$849K +$2.56K +11 +0.3%
GWS
906
Greykasell Wealth Strategies
California
$846K +$698 +3 +0.1%
LW
907
Libra Wealth
California
$845K – – –
EPM
908
Elm Partners Management
Pennsylvania
$838K -$4.88K -21 -0.6%
PFS
909
Prospect Financial Services
New York
$837K +$328K +1,411 +69%
TFS
910
truNorth Financial Services
Pennsylvania
$833K -$68.6K -295 -8%
BFC
911
Bedel Financial Consulting
Indiana
$819K +$3.95K +17 +0.5%
GP
912
GLR Partners
Maryland
$815K -$32.6K -140 -4%
FNBOO
913
First National Bank of Omaha
Nebraska
$808K – – –
MWM
914
MorganRosel Wealth Management
Colorado
$806K +$87.5K +376 +13%
AFM
915
Abbot Financial Management
Massachusetts
$805K +$11.6K +50 +2%
KIA
916
Koenig Investment Advisory
Oregon
$805K -$142K -609 -16%
RWM
917
Rockwood Wealth Management
Pennsylvania
$804K +$8.84K +38 +1%
CWA
918
Canvas Wealth Advisors
Kansas
$804K -$29.3K -126 -4%
AUB
919
Atlantic Union Bankshares
Virginia
$803K +$52.1K +224 +7%
SIC
920
Sage Investment Counsel
Tennessee
$800K +$13.7K +59 +2%
PPW
921
Parcion Private Wealth
Washington
$800K -$29.3K -126 -4%
SG
922
StoneX Group
New York
$797K -$73.5K -316 -9%
OE
923
OFS Enterprise
Nebraska
$797K -$698 -3 -0.1%
WSFS
924
Wilmington Savings Fund Society
Delaware
$793K -$23K -99 -3%
APA
925
Astoria Portfolio Advisors
New York
$790K +$756K +3,249 New
35 36
37
38 39