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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1276
Rothschild Investment LLC
Illinois
$350K +$233 +1 +0.1%
HAP
1277
Harbor Asset Planning
Massachusetts
$350K +$1.4K +6 +0.4%
GCM
1278
Gambit Capital Management
Tennessee
$348K +$233 +1 +0.1%
PEA
1279
Park Edge Advisors
Ohio
$348K – – –
RBFC
1280
Roman Butler Fullerton & Co
Missouri
$346K +$233 +1 +0.1%
WHCI
1281
W.H. Cornerstone Investments
Massachusetts
$346K +$930 +4 +0.3%
PA
1282
Procyon Advisors
Connecticut
$346K -$41.6K -179 -11%
YWM
1283
Yoder Wealth Management
California
$346K +$1.4K +6 +0.4%
HAS
1284
Holland Advisory Services
Florida
$346K +$465 +2 +0.1%
AWM
1285
Accurate Wealth Management
Florida
$345K +$4.88K +21 +1%
PIN
1286
Prudent Investors Network
California
$344K +$24.4K +105 +8%
AWA
1287
Amplius Wealth Advisors
Pennsylvania
$343K +$25.8K +111 +9%
IWN
1288
Independent Wealth Network
Iowa
$342K +$9.3K +40 +3%
FB
1289
Finward Bancorp
Indiana
$342K – – –
SFMG
1290
Sage Financial Management Group
Virginia
$342K -$2.09K -9 -0.6%
SFS
1291
Strategic Financial Services
New York
$341K – – –
FFA
1292
Founders Financial Alliance
North Carolina
$341K +$10.5K +45 +3%
WI
1293
WrapManager Inc
California
$339K – – –
SW
1294
SVB Wealth
Massachusetts
$338K – – –
WPWM
1295
Western Pacific Wealth Management
Illinois
$336K – – –
MIA
1296
Milestone Investment Advisors
Wisconsin
$332K – – –
RBWA
1297
RFG - Bristol Wealth Advisors
Massachusetts
$331K -$3.02K -13 -0.9%
GK
1298
Graney & King
New York
$330K +$172K +738 +67%
JWM
1299
Jeppson Wealth Management
California
$329K -$24.4K -105 -7%
MF
1300
Montis Financial
Massachusetts
$326K -$40.9K -176 -12%
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