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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
926
Integrity Financial
Wyoming
$464K +$197K +1,090 +82%
AGC
927
Aspen Grove Capital
Colorado
$461K -$180 -1 -0%
DSA
928
Droms Strauss Advisors
Missouri
$459K +$33K +183 +8%
SC
929
Stephens Consulting
Michigan
$454K +$2.71K +15 +0.6%
PTC
930
Private Trust Company
Ohio
$452K +$33K +183 +8%
SAI
931
Savvy Advisors Inc
New York
$452K +$102K +568 +32%
ECG
932
EPIQ Capital Group
California
$448K +$1.99K +11 +0.5%
SIC
933
Salem Investment Counselors
North Carolina
$446K -$12.8K -71 -3%
JSL
934
JT Stratford LLC
Georgia
$444K -$185K -1,023 -31%
MPCL
935
My Personal CFO LLC
Washington
$444K +$1.08K +6 +0.3%
KCFA
936
Key Client Fiduciary Advisors
New Jersey
$442K +$9.93K +55 +2%
MCM
937
Morton Capital Management
California
$438K +$20K +111 +5%
ERIC
938
Eagle Rock Investment Company
Georgia
$436K +$902 +5 +0.2%
CPWM
939
Cypress Point Wealth Management
Texas
$434K +$408K +2,263 New
BCA
940
Ballentine Capital Advisors
South Carolina
$434K -$15.5K -86 -4%
OFS
941
Oldfather Financial Services
Nebraska
$433K – – –
SL
942
Salomon & Ludwin
Virginia
$429K -$45.8K -254 -10%
DWS
943
Discipline Wealth Solutions
South Carolina
$427K -$216K -1,198 -35%
AIM
944
AMI Investment Management
Indiana
$427K -$1.8K -10 -0.4%
RWA
945
Rooted Wealth Advisors
Illinois
$426K +$14.8K +82 +4%
NAMNJ
946
NorthStar Asset Management (New Jersey)
New Jersey
$425K -$21.8K -121 -5%
DWM
947
Dakota Wealth Management
Florida
$420K +$84.8K +470 +27%
FF
948
Financial Futures
New Jersey
$419K – – –
WJWM
949
Williams Jones Wealth Management
New York
$418K +$109K +604 +38%
PCH
950
PGIM Custom Harvest
New Jersey
$417K +$392K +2,172 New
36 37
38
39 40