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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
1726
Jim Saulnier & Associates
Colorado
– -$413K -1,948 Closed
SRC
1727
Sage Rhino Capital
California
– -$374K -1,768 Closed
CAP
1728
Cordoba Advisory Partners
New York
– -$331K -1,564 Closed
AWM
1729
Axxcess Wealth Management
California
– -$323K -1,526 Closed
CAP
1730
Columbia Advisory Partners
Washington
– -$304K -1,434 Closed
CF
1731
Calder Financial
Pennsylvania
– -$272K -1,285 Closed
FCBT
1732
First Citizens Bank & Trust
North Carolina
– -$270K -1,274 Closed
PAIM
1733
Punch & Associates Investment Management
Minnesota
– -$256K -1,208 Closed
EWA
1734
Encompass Wealth Advisors
Oregon
– -$233K -1,098 Closed
FFP
1735
Freedom Financial Partners
Minnesota
– -$208K -982 Closed
MFA
1736
Mayflower Financial Advisors
Massachusetts
– -$205K -969 Closed
MW
1737
Maia Wealth
Colorado
– -$205K -896 Closed
CIA
1738
Cape Investment Advisory
Georgia
– -$127K -601 Closed
EW
1739
Elyxium Wealth
California
– -$104K -492 Closed
HBT
1740
Hills Bank & Trust
Iowa
– -$104K -490 Closed
TH
1741
TCTC Holdings
Texas
– -$89.6K -423 Closed
IIM
1742
IFC & Insurance Marketing
California
– -$66K -310 Closed
ACM
1743
Anfield Capital Management
California
– -$53.2K -251 Closed
T
1744
Tidemark
California
– -$48.7K -230 Closed
KFP
1745
Kerr Financial Planning
California
– -$43.2K -211 Closed
CFS
1746
Compass Financial Services
Iowa
– -$41.9K -198 Closed
PS
1747
Pinney & Scofield
Massachusetts
– -$40.7K -192 Closed
MA
1748
Modus Advisors
Minnesota
– -$30.5K -144 Closed
RWS
1749
Retirement Wealth Solutions
Wisconsin
– -$26.9K -127 Closed
RLIM
1750
Red Lighthouse Investment Management
New York
– -$23.3K -110 Closed
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