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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1251
Rehmann Capital Advisory Group
Michigan
$360K +$930 +4 +0.3%
SC
1252
Solstein Capital
California
$359K +$1.4K +6 +0.4%
KP
1253
Keel Point
Alabama
$359K -$698 -3 -0.2%
NCTC
1254
New Covenant Trust Company
Indiana
$359K -$5.12K -22 -1%
TWM
1255
Thrive Wealth Management
Pennsylvania
$357K -$8.14K -35 -2%
SFA
1256
Salus Financial Advisors
Colorado
$357K – – –
FA
1257
Flagstar Advisors
New York
$356K +$930 +4 +0.3%
LCM
1258
Lazari Capital Management
California
$356K +$1.63K +7 +0.5%
MWM
1259
Melfa Wealth Management
Massachusetts
$355K -$55.8K -240 -14%
KPWM
1260
KDK Private Wealth Management
Texas
$355K -$6.98K -30 -2%
EL
1261
EWA LLC
Pennsylvania
$354K +$98.9K +425 +41%
AP
1262
Appleton Partners
Massachusetts
$354K -$31.4K -135 -8%
BWP
1263
Barlow Wealth Partners
Kentucky
$354K – – –
PWP
1264
Perfromance Wealth Partners
Illinois
$354K -$19.5K -84 -5%
MWP
1265
Meredith Wealth Planning
Illinois
$352K – – –
AFG
1266
Altiora Financial Group
Ohio
$350K – – –
RIL
1267
Rothschild Investment LLC
Illinois
$350K +$233 +1 +0.1%
HAP
1268
Harbor Asset Planning
Massachusetts
$350K +$1.4K +6 +0.4%
GCM
1269
Gambit Capital Management
Tennessee
$348K +$233 +1 +0.1%
PEA
1270
Park Edge Advisors
Ohio
$348K – – –
RBFC
1271
Roman Butler Fullerton & Co
Missouri
$346K +$233 +1 +0.1%
WHCI
1272
W.H. Cornerstone Investments
Massachusetts
$346K +$930 +4 +0.3%
PA
1273
Procyon Advisors
Connecticut
$346K -$41.6K -179 -11%
YWM
1274
Yoder Wealth Management
California
$346K +$1.4K +6 +0.4%
HAS
1275
Holland Advisory Services
Florida
$346K +$465 +2 +0.1%
49 50
51
52 53