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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1176
CGC Financial Services
Oregon
$447K – – –
S4W
1177
Solutions 4 Wealth
Texas
$447K – – –
TP
1178
Thayer Partners
Pennsylvania
$447K +$698 +3 +0.2%
IFPL
1179
Investments & Financial Planning LLC
Kentucky
$447K +$233 +1 +0.1%
SNBOSCI
1180
Security National Bank of Sioux City Iowa
Iowa
$446K +$156K +670 +57%
EWM
1181
Evercore Wealth Management
New York
$444K – – –
NLP
1182
Next Level Private
New York
$444K +$1.86K +8 +0.4%
SW
1183
SteelPeak Wealth
California
$443K +$206K +887 +95%
WTC
1184
WhitTier Trust Company
Nevada
$439K – – –
CWS
1185
Cypress Wealth Services
California
$438K -$9.3K -40 -2%
FAB
1186
First American Bank
Illinois
$436K +$417K +1,793 New
CAL
1187
Capital Advisors Ltd
Ohio
$435K – – –
UFA
1188
Uptown Financial Advisors
Texas
$434K – – –
TA
1189
TPG Advisors
Illinois
$432K +$19.1K +82 +5%
CLA
1190
Carnegie Lake Advisors
New Jersey
$431K – – –
NAS
1191
NWF Advisory Services
California
$431K – – –
VDC
1192
Van Diest Capital
Iowa
$430K +$148K +637 +56%
SA
1193
Stewardship Advisors
Pennsylvania
$430K +$6.75K +29 +2%
ONSWM
1194
Old North State Wealth Management
North Carolina
$429K -$14.4K -62 -3%
DW30
1195
Drucker Wealth 3.0
New Jersey
$429K -$77K -331 -16%
CIC
1196
Cutler Investment Counsel
Oregon
$428K – – –
EFG
1197
Ethos Financial Group
Pennsylvania
$428K +$3.02K +13 +0.7%
MLA
1198
MB, Levis & Associates
Pennsylvania
$428K +$28.8K +124 +8%
DIP
1199
Davis Investment Partners
North Carolina
$427K +$409K +1,759 New
SIC
1200
Sterling Investment Counsel
New York
$427K -$5.58K -24 -1%
46 47
48
49 50