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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1101
Root Financial Partners
California
$469K -$4.25K -19 -0.9%
BIA
1102
Bell Investment Advisors
California
$468K -$1.12K -5 -0.2%
DCM
1103
Dimension Capital Management
Florida
$468K +$482K +2,154 New
AWM
1104
Ariadne Wealth Management
California
$466K – – –
PWW
1105
Pettyjohn Wood & White
Virginia
$461K – – –
NA
1106
Nottingham Advisors
New York
$459K +$894 +4 +0.2%
DWMS
1107
Dominguez Wealth Management Solutions
Virginia
$457K -$2.46K -11 -0.5%
ISB
1108
Iowa State Bank
Iowa
$456K -$96.6K -432 -17%
CIAS
1109
Capital Investment Advisory Services
North Carolina
$455K -$47.4K -212 -9%
DW30
1110
Drucker Wealth 3.0
New Jersey
$455K -$14.8K -66 -3%
CI
1111
Ceera Investments
Texas
$455K +$25.7K +115 +6%
JF
1112
JMN Financial
Ohio
$450K +$13.2K +59 +3%
FF
1113
Financial Futures
New Jersey
$449K -$4.7K -21 -1%
SAM
1114
Synergy Asset Management
Washington
$449K +$218K +974 +89%
PWMA
1115
Pension & Wealth Management Advisors
Massachusetts
$448K +$2.46K +11 +0.5%
CFO
1116
Callan Family Office
Pennsylvania
$447K -$13.4K -60 -3%
BPFA
1117
Barnes Pettey Financial Advisors
Mississippi
$447K +$4.47K +20 +1%
CWM
1118
Copia Wealth Management
Oregon
$447K -$135K -602 -23%
EWP
1119
Elevation Wealth Partners
California
$443K -$6.93K -31 -1%
PFS
1120
Prospect Financial Services
New York
$442K +$139K +622 +44%
CCM
1121
Compass Capital Management
Minnesota
$442K -$23.5K -105 -5%
NWMG
1122
National Wealth Management Group
Ohio
$440K -$123K -550 -21%
CCFM
1123
Clear Creek Financial Management
Washington
$440K +$36.4K +163 +9%
MMHP
1124
Murphy Middleton Hinkle & Parker
Georgia
$440K +$452K +2,024 New
WTA
1125
Washington Trust Advisors
Massachusetts
$439K +$671 +3 +0.1%
43 44
45
46 47