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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1076
Guidance Capital
Kentucky
$394K -$1.48K -8 -0.4%
WCM
1077
Winthrop Capital Management
Indiana
$393K – – –
NAS
1078
NWF Advisory Services
California
$392K -$31.7K -171 -8%
BAM
1079
Bosun Asset Management
Illinois
$390K – – –
RG
1080
Rathbones Group
United Kingdom
$390K – – –
AIM
1081
Athena Investment Management
California
$390K – – –
LPAM
1082
Lodestar Private Asset Management
California
$389K +$34.4K +186 +10%
CAS
1083
Coppell Advisory Solutions
Texas
$389K +$29.6K +160 +9%
BWP
1084
Burling Wealth Partners
Illinois
$388K – – –
DWP
1085
Daymark Wealth Partners
Ohio
$386K +$31.5K +170 +9%
BPFA
1086
Barnes Pettey Financial Advisors
Mississippi
$384K -$230K -1,242 -39%
TWM
1087
Thrive Wealth Management
Pennsylvania
$383K +$5.37K +29 +1%
WTC
1088
WhitTier Trust Company
Nevada
$383K +$28.1K +152 +8%
PB
1089
Pinnacle Bancorp
Nebraska
$383K -$22.8K -123 -6%
FTWA
1090
Fifth Third Wealth Advisors
Ohio
$382K +$362K +1,958 New
AWC
1091
Adamsbrown Wealth Consultants
Kansas
$382K +$3.89K +21 +1%
IFPL
1092
Investments & Financial Planning LLC
Kentucky
$379K +$4.44K +24 +1%
CFG
1093
Chapman Financial Group
Hawaii
$379K +$360K +1,945 New
CWA
1094
CM Wealth Advisors
Ohio
$377K +$39.8K +215 +13%
DF
1095
Dunhill Financial
United Kingdom
$377K -$28.5K -154 -7%
CWP
1096
Curated Wealth Partners
California
$376K – – –
RI
1097
Ridgewood Investments
New Jersey
$375K -$34.4K -186 -9%
WBCM
1098
Wilson & Boucher Capital Management
California
$375K – – –
CWS
1099
Confluence Wealth Services
Pennsylvania
$374K +$108K +586 +44%
AGC
1100
Aspen Grove Capital
Colorado
$372K -$55.5K -300 -14%
42 43
44
45 46