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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
901
Bruce G. Allen Investments
Colorado
$544K +$428K +2,227 +459%
AF
902
Apollon Financial
South Carolina
$537K – – –
DWM
903
Dopkins Wealth Management
New York
$536K -$62.1K -323 -11%
WKWM
904
Walter & Keenan Wealth Management
Indiana
$536K +$3.85K +20 +0.8%
GP
905
Greenline Partners
New York
$534K – – –
QHA
906
Quarry Hill Advisors
Minnesota
$532K -$961 -5 -0.2%
EWP
907
Elevation Wealth Partners
California
$532K +$1.54K +8 +0.3%
AWM
908
Atticus Wealth Management
Florida
$532K +$4.23K +22 +0.8%
RWI
909
Red Wave Investments
Pennsylvania
$531K – – –
DSA
910
Droms Strauss Advisors
Missouri
$531K +$44.6K +232 +10%
NPFS
911
Novak & Powell Financial Services
Florida
$530K – – –
CIC
912
Cutler Investment Counsel
Oregon
$529K – – –
CIC
913
Carnegie Investment Counsel
Ohio
$528K -$173K -900 -25%
PCM
914
Pointe Capital Management
Michigan
$525K – – –
STA
915
Smith Thornton Advisors
Alabama
$522K – – –
QCM
916
QRG Capital Management
Illinois
$522K +$151K +785 +43%
PSB
917
Passumpsic Savings Bank
Vermont
$520K +$51.3K +267 +11%
TL
918
Tradewinds LLC
North Carolina
$518K -$237K -1,234 -32%
PFG
919
PAX Financial Group
Texas
$517K -$43.8K -228 -8%
VCM
920
Versant Capital Management
Arizona
$515K -$2.5K -13 -0.5%
DW30
921
Drucker Wealth 3.0
New Jersey
$512K -$12.1K -63 -2%
PCG
922
Prosperity Consulting Group
Maryland
$511K +$185K +960 +61%
RWM
923
Revisor Wealth Management
Ohio
$508K -$39.6K -206 -8%
IAG
924
Investmark Advisory Group
Connecticut
$507K +$961 +5 +0.2%
MWM
925
Modern Wealth Management
Kansas
$491K -$2.69K -14 -0.6%
35 36
37
38 39