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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1401
Delta Financial Group
New Jersey
– -$263K -1,373 Closed
GWM
1402
Gray Wealth Management
Maine
– -$259K -1,349 Closed
SFMG
1403
Sage Financial Management Group
Virginia
– -$256K -1,334 Closed
SEP
1404
Southland Equity Partners
Missouri
– -$253K -1,319 Closed
HL
1405
HeadInvest LLC
Maine
– -$249K -1,300 Closed
FWA
1406
FSM Wealth Advisors
Ohio
– -$240K -1,249 Closed
AL
1407
ACAS LLC
California
– -$228K -1,189 Closed
JWM
1408
Jeppson Wealth Management
California
– -$225K -1,173 Closed
UBV
1409
United Bank (Virginia)
Virginia
– -$224K -1,168 Closed
PGF
1410
Plan Group Financial
Oklahoma
– -$214K -1,113 Closed
PIN
1411
Prudent Investors Network
California
– -$208K -1,086 Closed
WG
1412
Wealth Group
North Carolina
– -$208K -1,084 Closed
CWP
1413
Core Wealth Partners
California
– -$206K -1,073 Closed
CCA
1414
Cobblestone Capital Advisors
New York
– -$206K -1,071 Closed
FMWA
1415
Forvis Mazars Wealth Advisors
Missouri
– -$206K -1,071 Closed
LNWWM
1416
Laird Norton Wetherby Wealth Management
California
– -$205K -1,070 Closed
VVP
1417
Venture Visionary Partners
Ohio
– -$205K -1,070 Closed
MPM
1418
Meritage Portfolio Management
Kansas
– -$204K -1,063 Closed
PF
1419
Prosperitas Financial
California
– -$203K -1,060 Closed
CPW
1420
Cove Private Wealth
New York
– -$201K -1,050 Closed
SN
1421
Sittner & Nelson
Oregon
– -$201K -1,049 Closed
CWR
1422
Chico Wealth RIA
California
– -$201K -1,047 Closed
CA
1423
CoreCap Advisors
Michigan
– -$84.5K -440 Closed
GCM
1424
Garland Capital Management
Washington
– -$48.7K -254 Closed
PAM
1425
Palisade Asset Management
Minnesota
– -$43.7K -228 Closed
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