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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1251
Montis Financial
Massachusetts
$329K -$189K -845 -36%
TWM
1252
Thrive Wealth Management
Pennsylvania
$327K -$1.12K -5 -0.3%
MPCL
1253
My Personal CFO LLC
Washington
$326K +$894 +4 +0.3%
NCTC
1254
New Covenant Trust Company
Indiana
$326K -$20.6K -92 -6%
VPWA
1255
Vestia Personal Wealth Advisors
Indiana
$324K +$894 +4 +0.3%
KPWM
1256
KDK Private Wealth Management
Texas
$324K -$6.04K -27 -2%
PP
1257
Pearl Planning
Michigan
$324K – – –
PWMAG
1258
Pinnacle Wealth Management Advisory Group
New Jersey
$323K -$31.3K -140 -9%
RBFC
1259
Roman Butler Fullerton & Co
Missouri
$323K +$447 +2 +0.1%
KP
1260
Keel Point
Alabama
$322K -$17.2K -77 -5%
RCAG
1261
Rehmann Capital Advisory Group
Michigan
$321K +$224 +1 +0.1%
SC
1262
Solstein Capital
California
$320K +$2.01K +9 +0.6%
BF
1263
Bonfire Financial
Colorado
$320K +$17.4K +78 +6%
AFA
1264
AA Financial Advisors
Ohio
$320K +$329K +1,471 New
SFA
1265
Salus Financial Advisors
Colorado
$319K -$19.7K -88 -6%
FA
1266
Flagstar Advisors
New York
$317K +$894 +4 +0.3%
LCM
1267
Lazari Capital Management
California
$317K +$1.79K +8 +0.6%
JWM
1268
Jeppson Wealth Management
California
$317K +$671 +3 +0.2%
CRC
1269
Curi RMB Capital
Illinois
$316K +$37.3K +167 +13%
AWM
1270
Accurate Wealth Management
Florida
$316K -$353K -1,580 -53%
MWP
1271
Meredith Wealth Planning
Illinois
$314K – – –
AFG
1272
Altiora Financial Group
Ohio
$313K – – –
RIL
1273
Rothschild Investment LLC
Illinois
$312K +$99.9K +447 +45%
FFA
1274
Florida Financial Advisors
Florida
$312K +$321K +1,434 New
GCM
1275
Gambit Capital Management
Tennessee
$311K -$80.9K -362 -20%
49 50
51
52 53