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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1051
Annandale Capital
Texas
$299K +$303K +1,640 New
MCM
1052
Mattern Capital Management
Colorado
$299K – – –
WJA
1053
Willis Johnson & Associates
Texas
$298K +$14.6K +79 +5%
LF
1054
Lantz Financial
Illinois
$298K +$301K +1,630 New
S
1055
SignatureFD
Georgia
$296K +$13.5K +73 +5%
UL
1056
Unionview LLC
Washington
$296K – – –
VFA
1057
Voya Financial Advisors
Connecticut
$296K +$3.33K +18 +1%
AWA
1058
Amplius Wealth Advisors
Pennsylvania
$296K +$554 +3 +0.2%
BWM
1059
Benchmark Wealth Management
Connecticut
$296K – – –
CAS
1060
Coppell Advisory Solutions
Texas
$295K +$299K +1,616 New
SG
1061
StoneX Group
New York
$292K +$295K +1,595 New
PCH
1062
PGIM Custom Harvest
New Jersey
$292K -$106K -573 -26%
BIP
1063
Brandes Investment Partners
California
$291K -$437K -2,365 -60%
CI
1064
Ceera Investments
Texas
$290K – – –
PCG
1065
Prosperity Consulting Group
Maryland
$289K – – –
GLA
1066
Good Life Advisors
Pennsylvania
$289K +$3.69K +20 +1%
RC
1067
Rovin Capital
Arizona
$289K – – –
1SB
1068
1ST Source Bank
Indiana
$289K – – –
JWM
1069
JPL Wealth Management
Colorado
$287K -$9.61K -52 -3%
BWP
1070
Barlow Wealth Partners
Kentucky
$283K – – –
GJWM
1071
Gilliland Jeter Wealth Management
Arkansas
$283K +$2.4K +13 +0.8%
BF
1072
Blankinship & Foster
California
$283K – – –
FA
1073
Faithward Advisors
Pennsylvania
$281K -$1.55M -8,417 -85%
EK
1074
Evensky & Katz
Florida
$281K -$18.1K -98 -6%
RCP
1075
Rothschild Capital Partners
New York
$281K +$49.7K +269 +21%
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43
44 45