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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
926
Brooklyn Investment Group
New York
$728K +$336K +1,501 +81%
SHF
927
Stage Harbor Financial
Massachusetts
$718K +$4.25K +19 +0.6%
FTWA
928
Fifth Third Wealth Advisors
Ohio
$716K +$184K +825 +33%
DF
929
Downshift Financial
Colorado
$714K +$26.8K +120 +4%
OE
930
OFS Enterprise
Nebraska
$713K +$734K +3,283 New
DWP
931
Destiny Wealth Partners
Florida
$713K – – –
ECM
932
Evergreen Capital Management
Washington
$713K – – –
RWM
933
Rockwood Wealth Management
Pennsylvania
$711K +$38.5K +172 +6%
AFM
934
Abbot Financial Management
Massachusetts
$709K +$224 +1 +0%
SCA
935
Snowden Capital Advisors
New York
$708K -$26.6K -119 -4%
FNBOO
936
First National Bank of Omaha
Nebraska
$706K – – –
EP
937
Essential Planning
New Hampshire
$705K – – –
CCC
938
Compass Capital Corp
Massachusetts
$704K -$93.9K -420 -12%
DCM
939
DGS Capital Management
New Jersey
$703K +$72.7K +325 +11%
SIC
940
Sage Investment Counsel
Tennessee
$702K +$101K +451 +16%
AG
941
AlTi Global
New York
$701K +$721K +3,225 New
NPFS
942
Novak & Powell Financial Services
Florida
$699K -$23.5K -105 -3%
CA
943
Continuum Advisory
Idaho
$699K -$10.5K -47 -1%
PIA
944
Perennial Investment Advisors
California
$697K +$23.7K +106 +3%
MW
945
Merited Wealth
Florida
$693K -$60.8K -272 -8%
AWP
946
Astra Wealth Partners
New Jersey
$691K – – –
KF
947
K2 Financial
California
$683K +$31.3K +140 +5%
RA
948
Resolute Advisors
California
$683K +$4.02K +18 +0.6%
BB
949
Busey Bank
Illinois
$682K – – –
USCWA
950
U.S. Capital Wealth Advisors
Texas
$682K +$671 +3 +0.1%
36 37
38
39 40