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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
901
Evergreen Capital Management
Washington
$650K – – –
BFC
902
Bedel Financial Consulting
Indiana
$649K +$3.69K +18 +0.6%
QCM
903
QRG Capital Management
Illinois
$648K +$137K +669 +26%
AFM
904
Abbot Financial Management
Massachusetts
$646K +$36.1K +176 +6%
EB
905
Exchange Bank
California
$645K +$411 +2 +0.1%
BB
906
Busey Bank
Illinois
$644K – – –
VFPW
907
Vantage Financial Partners (Wisconsin)
Wisconsin
$644K -$202K -982 -23%
MFG
908
MidWestOne Financial Group
Iowa
$644K -$233K -1,133 -26%
AWP
909
Axis Wealth Partners
Rhode Island
$643K +$666K +3,246 New
RWM
910
Rockwood Wealth Management
Pennsylvania
$643K +$32.6K +159 +5%
AWM
911
Austin Wealth Management
Texas
$641K +$280K +1,366 +77%
GWS
912
Greykasell Wealth Strategies
California
$640K +$663K +3,230 New
WP
913
WMS Partners
Maryland
$635K – – –
AWP
914
Astra Wealth Partners
New Jersey
$635K +$658K +3,204 New
NP
915
NorthRock Partners
Minnesota
$634K +$3.49K +17 +0.5%
WQ
916
Wealth Quarterback
New Jersey
$634K -$184K -896 -22%
AG
917
AlTi Global
New York
$633K +$636K +3,096 New
FHA
918
Flagship Harbor Advisors
Massachusetts
$632K +$1.64K +8 +0.3%
LA
919
Lane & Associates
New Jersey
$632K -$44.5K -217 -7%
AT
920
American Trust
Kentucky
$630K +$419K +2,041 +179%
SAM
921
Silvercrest Asset Management
New York
$629K +$191K +930 +41%
BMCM
922
Bryn Mawr Capital Management
Pennsylvania
$628K +$616 +3 +0.1%
CAG
923
Crestwood Advisors Group
Massachusetts
$627K +$53.2K +259 +9%
GC
924
Gibson Capital
Pennsylvania
$625K – – –
FCH
925
Freestone Capital Holdings
Washington
$618K -$1.44K -7 -0.2%
35 36
37
38 39