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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Atticus Wealth Management
Florida
$530K +$4.19K +20 +0.8%
DWM
1027
DeLarme Wealth Management
California
$527K +$521K +2,486 New
PWP
1028
Precedent Wealth Partners
Texas
$524K -$28.9K -138 -5%
LWM
1029
Lodestone Wealth Management
Washington
$524K +$419 +2 +0.1%
FTWA
1030
Fifth Third Wealth Advisors
Ohio
$523K +$151K +722 +41%
RWI
1031
Red Wave Investments
Pennsylvania
$521K -$6.7K -32 -1%
KCFA
1032
Key Client Fiduciary Advisors
New Jersey
$521K +$41.7K +199 +9%
PCG
1033
Prosperity Consulting Group
Maryland
$520K -$28.7K -137 -5%
CAM
1034
Cozad Asset Management
Illinois
$518K -$39.2K -187 -7%
NFP
1035
Narus Financial Partners
Utah
$517K -$10.9K -52 -2%
BGA
1036
Battery Global Advisors
Massachusetts
$515K -$709K -3,387 -75%
PEWA
1037
Pacific Excel Wealth Advisors
California
$513K +$507K +2,421 New
CFG
1038
Chapman Financial Group
Hawaii
$512K – – –
CFP
1039
Cascade Financial Partners
California
$511K -$6.91K -33 -1%
ACA
1040
Aptus Capital Advisors
Alabama
$510K -$20.1K -96 -4%
TFGT
1041
TS Financial Group (TSFG)
Illinois
$508K +$419 +2 +0.1%
MFG
1042
MidWestOne Financial Group
Iowa
$508K – – –
TGAM
1043
TBH Global Asset Management
Tennessee
$507K +$416K +1,985 New
RI
1044
Rinkey Investments
California
$507K – – –
BPWM
1045
Badgley Phelps Wealth Managers
Washington
$506K +$501K +2,391 New
MF
1046
Manuka Financial
Virginia
$504K +$23.7K +113 +5%
OCM
1047
Orleans Capital Management
Louisiana
$503K – – –
VA
1048
Valmark Advisers
Ohio
$501K +$25.3K +121 +5%
MF
1049
Montis Financial
Massachusetts
$500K -$46.1K -220 -9%
LPT
1050
Legacy Private Trust
Wisconsin
$498K -$266K -1,270 -35%
40 41
42
43 44