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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1001
Narus Financial Partners
Utah
$521K +$36.2K +177 +8%
RWI
1002
Red Wave Investments
Pennsylvania
$521K -$6.75K -33 -1%
AWM
1003
Atticus Wealth Management
Florida
$518K +$4.09K +20 +0.8%
PA
1004
Procyon Advisors
Connecticut
$518K +$613 +3 +0.1%
XPN
1005
XY Planning Network
Montana
$518K – – –
LWM
1006
Lodestone Wealth Management
Washington
$516K +$5.72K +28 +1%
CWM
1007
Centurion Wealth Management
Virginia
$511K +$145K +707 +41%
CFP
1008
Cascade Financial Partners
California
$510K -$8.18K -40 -2%
RFP
1009
Root Financial Partners
California
$510K -$336K -1,642 -40%
CFG
1010
Chapman Financial Group
Hawaii
$504K +$96.3K +471 +24%
LWMNY
1011
Landmark Wealth Management (New York)
New York
$501K -$9.81K -48 -2%
CA
1012
Calton & Associates
Florida
$501K +$182K +888 +59%
MFG
1013
MidWestOne Financial Group
Iowa
$500K -$36.6K -179 -7%
TFGT
1014
TS Financial Group (TSFG)
Illinois
$500K -$7.57K -37 -2%
RI
1015
Rinkey Investments
California
$499K – – –
RMA
1016
Roffman Miller Associates
Pennsylvania
$497K -$56.6K -277 -10%
VCM
1017
Versant Capital Management
Arizona
$497K +$1.02K +5 +0.2%
OCM
1018
Orleans Capital Management
Louisiana
$495K – – –
RRA
1019
Round Rock Advisors
Connecticut
$487K – – –
CTA
1020
Camelot Technology Advisors
California
$486K – – –
MA
1021
Montag & Associates
Georgia
$483K – – –
SCA
1022
STALEY CAPITAL ADVISERS
Pennsylvania
$482K – – –
NAMNJ
1023
NorthStar Asset Management (New Jersey)
New Jersey
$482K -$1.23K -6 -0.3%
TMWM
1024
Taylor & Morgan Wealth Management
Michigan
$481K +$818 +4 +0.2%
WFA
1025
West Financial Advisors
Iowa
$481K -$4.5K -22 -0.9%
39 40
41
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