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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1226
Dala Group
Illinois
$382K -$239K -1,029 -40%
NC
1227
North Capital
Utah
$382K +$1.63K +7 +0.4%
CCFM
1228
Clear Creek Financial Management
Washington
$382K -$106K -456 -22%
CPP
1229
Capasso Planning Partners
South Carolina
$381K +$233 +1 +0.1%
PWM
1230
Penobscot Wealth Management
Maine
$380K -$30.7K -132 -8%
RIS
1231
Richmond Investment Services
Wisconsin
$379K -$515K -2,216 -59%
MAMG
1232
Milestone Asset Management Group
Connecticut
$377K +$4.19K +18 +1%
APW
1233
Axim Planning & Wealth
Ohio
$376K +$29.3K +126 +9%
CAM
1234
Columbia Asset Management
Michigan
$374K -$7.44K -32 -2%
KFGK
1235
Keystone Financial Group (Kentucky)
Kentucky
$374K -$6.75K -29 -2%
IF
1236
Integrity Financial
Wyoming
$373K – – –
GJWM
1237
Gilliland Jeter Wealth Management
Arkansas
$373K – – –
RPSA
1238
Richard P. Slaughter Associates
Texas
$372K -$70.7K -304 -17%
BF
1239
Bonfire Financial
Colorado
$369K +$10.7K +46 +3%
BWS
1240
BCR Wealth Strategies
Alabama
$368K -$93.5K -402 -21%
EB
1241
Eastern Bank
Massachusetts
$367K -$17.2K -74 -5%
LA
1242
LWM Advisors
California
$367K -$8.84K -38 -2%
CRC
1243
Curi RMB Capital
Illinois
$365K +$11.2K +48 +3%
MPCL
1244
My Personal CFO LLC
Washington
$365K +$930 +4 +0.3%
AA
1245
Argent Advisors
Louisiana
$364K -$46.5K -200 -12%
VPWA
1246
Vestia Personal Wealth Advisors
Indiana
$363K +$930 +4 +0.3%
I
1247
INVST
Indiana
$362K -$89.1K -383 -20%
SAM
1248
Synergy Asset Management
Washington
$362K -$134K -575 -28%
NWAG
1249
Net Worth Advisory Group
Utah
$362K -$854K -3,670 -71%
PP
1250
Pearl Planning
Michigan
$360K -$1.63K -7 -0.5%
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50
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