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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
$736K +$1.88K +9 +0.3%
EPM
902
Elm Partners Management
Pennsylvania
$735K -$241K -1,151 -25%
MW
903
Merited Wealth
Florida
$733K +$725K +3,461 New
SWGC
904
Summit Wealth Group (Colorado)
Colorado
$733K -$4.53M -21,634 -86%
WCM
905
Winebrenner Capital Management
Kentucky
$728K -$1.88K -9 -0.3%
YWM
906
Yukon Wealth Management
Kansas
$727K -$31.4K -150 -4%
MP
907
McDonald Partners
Ohio
$727K +$10.7K +51 +2%
MWA
908
Medallion Wealth Advisors
Connecticut
$724K +$22.8K +109 +3%
SCA
909
Snowden Capital Advisors
New York
$716K -$48.6K -232 -6%
FNBOO
910
First National Bank of Omaha
Nebraska
$711K +$696K +3,324 New
RWA
911
Rooted Wealth Advisors
Illinois
$711K +$106K +504 +19%
BFC
912
Bedel Financial Consulting
Indiana
$707K +$6.49K +31 +0.9%
NPFS
913
Novak & Powell Financial Services
Florida
$704K – – –
SHF
914
Stage Harbor Financial
Massachusetts
$696K -$87.3K -417 -11%
ECM
915
Evergreen Capital Management
Washington
$695K – – –
TA
916
Tactive Advisors
Florida
$691K +$57.8K +276 +9%
AFM
917
Abbot Financial Management
Massachusetts
$691K +$209 +1 +0%
CA
918
Continuum Advisory
Idaho
$691K +$48.4K +231 +8%
AC
919
Avant Capital
Louisiana
$687K -$18.2K -87 -3%
EP
920
Essential Planning
New Hampshire
$687K +$470K +2,243 +224%
SCA
921
Strathmore Capital Advisors
North Carolina
$687K +$679K +3,242 New
DF
922
Downshift Financial
Colorado
$674K +$623K +2,977 New
AWP
923
Astra Wealth Partners
New Jersey
$673K -$5.03K -24 -0.7%
BB
924
Busey Bank
Illinois
$665K +$63.9K +305 +11%
USCWA
925
U.S. Capital Wealth Advisors
Texas
$664K +$838 +4 +0.1%
35 36
37
38 39