Harbor Asset Planning’s EA Bridgeway Select Small-Cap Value ETF BRSV Stock Holding History

Harbor Asset Planning’s Portfolio BRSV Stock Details BRSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$48K	Buy	+1,126	New	+$49.8K	0.04%	227

Other funds holding BRSV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Harbor Asset Planning's BRSV Position: Q3 2026 in Review

Harbor Asset Planning opened a new position in EA Bridgeway Select Small-Cap Value ETF (BRSV) in Q3 2026: 1,126 shares worth $48K. The stake represents 0.04% of the portfolio and ranks #227 among its holdings.

16 funds tracked by Wall St. Rank hold BRSV as of Q3 2026.

Harbor Asset Planning held 1,126 shares of EA Bridgeway Select Small-Cap Value ETF worth $48K as of Q3 2026.
EA Bridgeway Select Small-Cap Value ETF was a new Harbor Asset Planning position in Q3 2026.
EA Bridgeway Select Small-Cap Value ETF made up 0.04% of Harbor Asset Planning's portfolio in Q3 2026, its #227 holding.
16 funds tracked by Wall St. Rank held EA Bridgeway Select Small-Cap Value ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.