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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
1351
Sierra Ocean
California
$177K – – –
SIS
1352
Sound Income Strategies
Florida
$176K +$103K +554 +158%
KSB
1353
Kennebec Savings Bank
Maine
$176K – – –
BFS
1354
Bare Financial Services
Pennsylvania
$170K – – –
AWM
1355
Abound Wealth Management
Tennessee
$169K -$6.85K -37 -4%
TIM
1356
Total Investment Management
Arizona
$167K -$160K -863 -50%
MSWM
1357
Mowery & Schoenfeld Wealth Management
Illinois
$165K – – –
NRC
1358
New Republic Capital
North Carolina
$160K -$5.92K -32 -4%
W
1359
WealthCollab
Washington
$160K – – –
AIA
1360
Arcadia Investment Advisors
Idaho
$158K +$150K +811 New
AA
1361
Addison Advisors
Vermont
$154K +$10.7K +58 +8%
PG
1362
Proffitt & Goodson
Tennessee
$153K – – –
DI
1363
DAGCO Inc
Ohio
$150K – – –
AUB
1364
Atlantic Union Bankshares
Virginia
$148K +$141K +760 New
HHGA
1365
Halbert Hargrove Global Advisors
California
$140K – – –
CA
1366
Crewe Advisors
Utah
$140K +$4.07K +22 +3%
CW
1367
Curio Wealth
Maryland
$138K +$130K +703 +23,433%
NSG
1368
Nalls Sherbakoff Group
Tennessee
$137K +$120K +650 +1,182%
CFO
1369
Colony Family Offices
North Carolina
$136K +$11.3K +61 +10%
GEA
1370
Glen Eagle Advisors
New Jersey
$132K -$52.4K -283 -29%
APW
1371
Atlantic Private Wealth
North Carolina
$131K – – –
ME
1372
McIlrath & Eck
Washington
$130K – – –
WPA
1373
West Paces Advisors
Georgia
$130K – – –
TIM
1374
Thompson Investment Management
Wisconsin
$124K – – –
MCM
1375
MV Capital Management
Maryland
$123K – – –
53 54
55
56 57