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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1251
LWM Advisors
California
$367K -$8.84K -38 -2%
CRC
1252
Curi RMB Capital
Illinois
$365K +$11.2K +48 +3%
MPCL
1253
My Personal CFO LLC
Washington
$365K +$930 +4 +0.3%
AA
1254
Argent Advisors
Louisiana
$364K -$46.5K -200 -12%
VPWA
1255
Vestia Personal Wealth Advisors
Indiana
$363K +$930 +4 +0.3%
I
1256
INVST
Indiana
$362K -$89.1K -383 -20%
SAM
1257
Synergy Asset Management
Washington
$362K -$134K -575 -28%
NWAG
1258
Net Worth Advisory Group
Utah
$362K -$854K -3,670 -71%
PP
1259
Pearl Planning
Michigan
$360K -$1.63K -7 -0.5%
RCAG
1260
Rehmann Capital Advisory Group
Michigan
$360K +$930 +4 +0.3%
SC
1261
Solstein Capital
California
$359K +$1.4K +6 +0.4%
KP
1262
Keel Point
Alabama
$359K -$698 -3 -0.2%
NCTC
1263
New Covenant Trust Company
Indiana
$359K -$5.12K -22 -1%
TWM
1264
Thrive Wealth Management
Pennsylvania
$357K -$8.14K -35 -2%
SFA
1265
Salus Financial Advisors
Colorado
$357K – – –
FA
1266
Flagstar Advisors
New York
$356K +$930 +4 +0.3%
LCM
1267
Lazari Capital Management
California
$356K +$1.63K +7 +0.5%
MWM
1268
Melfa Wealth Management
Massachusetts
$355K -$55.8K -240 -14%
KPWM
1269
KDK Private Wealth Management
Texas
$355K -$6.98K -30 -2%
EL
1270
EWA LLC
Pennsylvania
$354K +$98.9K +425 +41%
AP
1271
Appleton Partners
Massachusetts
$354K -$31.4K -135 -8%
BWP
1272
Barlow Wealth Partners
Kentucky
$354K – – –
PWP
1273
Perfromance Wealth Partners
Illinois
$354K -$19.5K -84 -5%
MWP
1274
Meredith Wealth Planning
Illinois
$352K – – –
AFG
1275
Altiora Financial Group
Ohio
$350K – – –
49 50
51
52 53