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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
1501
Verisail Partners
Georgia
$219K +$210K +903 New
PFP
1502
Paragon Financial Partners
California
$219K +$698 +3 +0.3%
SO
1503
Sierra Ocean
California
$219K +$210K +902 New
OA
1504
Operose Advisors
Wisconsin
$218K -$26.5K -114 -11%
MBWA
1505
Marin Bay Wealth Advisors
California
$216K +$207K +889 New
LA
1506
Lifeworks Advisors
Michigan
$216K -$14.9K -64 -7%
CFM
1507
Cornerstone Financial Management
Massachusetts
$216K – – –
VWM
1508
Venturi Wealth Management
Texas
$216K -$18.8K -81 -8%
EF
1509
Entrust Financial
Pennsylvania
$215K +$930 +4 +0.5%
AFG
1510
Allegheny Financial Group
Pennsylvania
$215K +$206K +885 New
CP
1511
Camelot Portfolios
Ohio
$215K -$14.9K -64 -7%
BFG
1512
Beacon Financial Group
Texas
$215K +$205K +883 New
IF
1513
IRON Financial
Illinois
$214K +$205K +882 New
CWA
1514
CogentBlue Wealth Advisors
Tennessee
$214K +$205K +880 New
FWM
1515
Fingerlakes Wealth Management
New York
$213K +$204K +877 New
HCM
1516
Hengehold Capital Management
Ohio
$213K +$204K +876 New
FA
1517
FSA Advisors
Michigan
$213K +$204K +875 New
BFS
1518
Bare Financial Services
Pennsylvania
$212K – – –
UWPG
1519
Ullmann Wealth Partners Group
Florida
$211K +$202K +868 New
SMC
1520
Smith, Moore & Co
Missouri
$210K +$201K +865 New
TCM
1521
TT Capital Management
California
$210K +$201K +865 New
EFA
1522
Evernest Financial Advisors
Indiana
$210K +$201K +864 New
SF
1523
Symphony Financial
Texas
$210K +$201K +864 New
HA
1524
Helium Advisors
Washington
$209K +$201K +862 New
CFG
1525
Cornerstone Financial Group
Nebraska
$209K +$200K +859 New
59 60
61
62 63