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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
351
MRA Advisory Group
New Jersey
$3.36M -$652K -4,144 -17%
EFG
352
Everhart Financial Group
Ohio
$3.35M +$200K +1,273 +6%
EIM
353
Ervin Investment Management
Washington
$3.35M -$46.3K -294 -1%
EWM
354
Evergreen Wealth Management
Michigan
$3.34M +$615K +3,904 +24%
PWMG
355
Pioneer Wealth Management Group
Texas
$3.33M +$247K +1,569 +8%
KPWS
356
Kestra Private Wealth Services
Texas
$3.33M +$103K +655 +3%
MMA
357
Miracle Mile Advisors
California
$3.31M -$550K -3,492 -15%
PWM
358
Paulson Wealth Management
Illinois
$3.31M +$3.15M +19,995 New
AA
359
Axiom Advisory
California
$3.3M +$86.3K +548 +3%
TNBTD
360
Trustmark National Bank Trust Department
Mississippi
$3.3M +$86.6K +550 +3%
PFA
361
Pure Financial Advisors
California
$3.3M +$387K +2,461 +14%
CTC
362
Central Trust Company
Missouri
$3.29M -$396K -2,516 -11%
IFA
363
Index Fund Advisors
California
$3.28M +$5.35K +34 +0.2%
LIA
364
LS Investment Advisors
Michigan
$3.25M +$2.52K +16 +0.1%
SPC
365
Sigma Planning Corp
Michigan
$3.25M -$166K -1,053 -5%
CS
366
Comerica Securities
Michigan
$3.25M -$88.3K -561 -3%
ACM
367
Advisors Capital Management
New Jersey
$3.21M +$280K +1,776 +10%
DPI
368
Diversified Portfolios Inc
Michigan
$3.21M +$1.94M +12,320 +175%
MFG
369
Mainsail Financial Group
Washington
$3.17M +$14.2K +90 +0.5%
NWM
370
Northwest Wealth Management
Iowa
$3.16M -$10.4K -66 -0.3%
FWM
371
Forza Wealth Management
Florida
$3.15M – – –
WIP
372
WealthCare Investment Partners
Rhode Island
$3.15M -$83K -527 -3%
BW
373
BIP Wealth
Georgia
$3.14M -$132K -836 -4%
EGA
374
E&G Advisors
Texas
$3.13M +$46.6K +296 +2%
GPI
375
General Partner Inc
Pennsylvania
$3.13M – – –
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