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Vanguard Morningstar Small-Cap Value ETF
VBR

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