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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
951
Blue Zone Wealth Advisors
California
$280K +$4.3K +26 +1%
PEA
952
Park Edge Advisors
Ohio
$280K +$55.1K +333 +23%
WFA
953
Wells Financial Advisors
Massachusetts
$280K – – –
HWAM
954
Hennion & Walsh Asset Management
New Jersey
$279K -$4.8K -29 -2%
DWM
955
Defined Wealth Management
Oregon
$277K -$1.02M -6,161 -78%
VCP
956
Vista Capital Partners
Oregon
$277K +$8.11K +49 +3%
B
957
Bridgeworth
Alabama
$277K +$31.6K +191 +12%
KCFA
958
Key Client Fiduciary Advisors
New Jersey
$277K +$289K +1,743 New
WJA
959
Willis Johnson & Associates
Texas
$276K +$288K +1,740 New
CI
960
Ceera Investments
Texas
$276K +$24.8K +150 +9%
IIC
961
Integrated Investment Consultants
Michigan
$275K – – –
TA
962
TFG Advisers
Michigan
$274K +$4.63K +28 +2%
SFS
963
Summit Financial Strategies
Ohio
$272K +$9.44K +57 +3%
MPCL
964
My Personal CFO LLC
Washington
$271K +$662 +4 +0.2%
EBA
965
Eagle Bay Advisors
New York
$270K -$171K -1,035 -38%
RPWA
966
Regent Peak Wealth Advisors
Georgia
$270K -$5.79K -35 -2%
WEG
967
World Equity Group
Illinois
$266K +$897K +5,418 New
TW
968
TrinityPoint Wealth
Connecticut
$264K +$275K +1,660 New
BIA
969
Bell Investment Advisors
California
$263K +$3.48K +21 +1%
1SB
970
1ST Source Bank
Indiana
$261K -$10.8K -65 -4%
RC
971
Rovin Capital
Arizona
$261K – – –
HIS
972
Horizon Investment Services
Indiana
$260K – – –
CAS
973
Coppell Advisory Solutions
Texas
$260K +$43.2K +261 +19%
CASC
974
Coppell Advisory Solutions Corp
Texas
$260K +$43.2K +261 +19%
SYBT
975
Stock Yards Bank & Trust
Kentucky
$260K – – –
37 38
39
40 41