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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
901
Greykasell Wealth Strategies
California
$846K +$698 +3 +0.1%
LW
902
Libra Wealth
California
$845K – – –
EPM
903
Elm Partners Management
Pennsylvania
$838K -$4.88K -21 -0.6%
PFS
904
Prospect Financial Services
New York
$837K +$328K +1,411 +69%
TFS
905
truNorth Financial Services
Pennsylvania
$833K -$68.6K -295 -8%
BFC
906
Bedel Financial Consulting
Indiana
$819K +$3.95K +17 +0.5%
GP
907
GLR Partners
Maryland
$815K -$32.6K -140 -4%
FNBOO
908
First National Bank of Omaha
Nebraska
$808K – – –
MWM
909
MorganRosel Wealth Management
Colorado
$806K +$87.5K +376 +13%
AFM
910
Abbot Financial Management
Massachusetts
$805K +$11.6K +50 +2%
KIA
911
Koenig Investment Advisory
Oregon
$805K -$142K -609 -16%
RWM
912
Rockwood Wealth Management
Pennsylvania
$804K +$8.84K +38 +1%
CWA
913
Canvas Wealth Advisors
Kansas
$804K -$29.3K -126 -4%
AUB
914
Atlantic Union Bankshares
Virginia
$803K +$52.1K +224 +7%
SIC
915
Sage Investment Counsel
Tennessee
$800K +$13.7K +59 +2%
PPW
916
Parcion Private Wealth
Washington
$800K -$29.3K -126 -4%
SG
917
StoneX Group
New York
$797K -$73.5K -316 -9%
OE
918
OFS Enterprise
Nebraska
$797K -$698 -3 -0.1%
WSFS
919
Wilmington Savings Fund Society
Delaware
$793K -$23K -99 -3%
APA
920
Astoria Portfolio Advisors
New York
$790K +$756K +3,249 New
WFAG
921
Wescott Financial Advisory Group
Pennsylvania
$787K -$46.3K -199 -6%
SCA
922
Snowden Capital Advisors
New York
$785K -$6.75K -29 -0.9%
AG
923
AlTi Global
New York
$784K +$233 +1 +0%
AWP
924
Astra Wealth Partners
New Jersey
$783K +$9.77K +42 +1%
KCM
925
Kathmere Capital Management
Pennsylvania
$775K +$143K +613 +24%
35 36
37
38 39