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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1476
Crescent Grove Advisors
Illinois
$225K – – –
IAA
1477
Independent Advisor Alliance
North Carolina
$224K -$1.21M -5,181 -85%
MCP
1478
Miller Capital Partners
Michigan
$224K – – –
BLFG
1479
Brian Low Financial Group
Louisiana
$224K -$12.8K -55 -6%
FA
1480
Fiduciary Alliance
South Carolina
$223K +$214K +919 New
HWMC
1481
Heritage Wealth Management (California)
California
$222K +$213K +915 New
ASBI
1482
American State Bank (Iowa)
Iowa
$222K +$212K +913 New
DCM
1483
Donaldson Capital Management
Indiana
$221K +$212K +910 New
LF
1484
Lantz Financial
Illinois
$221K +$212K +910 New
FPB
1485
First PREMIER Bank
South Dakota
$221K – – –
AO
1486
Advisor OS
Illinois
$221K +$211K +908 New
LB
1487
Legacy Bridge
Iowa
$221K – – –
OFS
1488
Opus Financial Solutions
Illinois
$221K +$211K +908 New
SOWAS
1489
Silver Oak Wealth Advisors Services
California
$220K +$210K +904 New
MFA
1490
Mayflower Financial Advisors
Massachusetts
$220K +$210K +904 New
VP
1491
Verisail Partners
Georgia
$219K +$210K +903 New
PFP
1492
Paragon Financial Partners
California
$219K +$698 +3 +0.3%
SO
1493
Sierra Ocean
California
$219K +$210K +902 New
OA
1494
Operose Advisors
Wisconsin
$218K -$26.5K -114 -11%
MBWA
1495
Marin Bay Wealth Advisors
California
$216K +$207K +889 New
LA
1496
Lifeworks Advisors
Michigan
$216K -$14.9K -64 -7%
CFM
1497
Cornerstone Financial Management
Massachusetts
$216K – – –
VWM
1498
Venturi Wealth Management
Texas
$216K -$18.8K -81 -8%
EF
1499
Entrust Financial
Pennsylvania
$215K +$930 +4 +0.5%
AFG
1500
Allegheny Financial Group
Pennsylvania
$215K +$206K +885 New
58 59
60
61 62