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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
T
726
Transce3nd
Texas
$1.1M +$1.14M +5,537 New
GIA
727
GHP Investment Advisors
Colorado
$1.1M -$1.85K -9 -0.2%
RPGK
728
Retirement Planning Group (Kansas)
Kansas
$1.1M -$472K -2,300 -29%
OWA
729
Octavia Wealth Advisors
Ohio
$1.1M -$50.5K -246 -4%
FIG
730
FSA Investment Group
Florida
$1.09M +$1.12M +5,472 New
MWM
731
Meritas Wealth Management
California
$1.09M +$205 +1 +0%
MSFS
732
Main Street Financial Solutions
Pennsylvania
$1.09M +$2.67K +13 +0.2%
TCA
733
Transcend Capital Advisors
New Jersey
$1.08M -$24.4K -119 -2%
CFGSD
734
Compass Financial Group (South Dakota)
South Dakota
$1.08M +$22.6K +110 +2%
BFA
735
Beacon Financial Advisory
Ohio
$1.08M +$3.29K +16 +0.3%
IFWM
736
Institute for Wealth Management
Colorado
$1.08M -$16K -78 -1%
CPRC
737
Consolidated Portfolio Review Corp
New York
$1.07M +$78K +380 +8%
PWA
738
Physician Wealth Advisors
Utah
$1.07M -$14.2K -69 -1%
WKWM
739
Walter & Keenan Wealth Management
Indiana
$1.07M +$557K +2,711 +101%
PIA
740
Perennial Investment Advisors
California
$1.07M -$46.8K -228 -4%
TCM
741
TruNorth Capital Management
Michigan
$1.07M -$4.31K -21 -0.4%
KCM
742
Kathmere Capital Management
Pennsylvania
$1.06M +$56K +273 +5%
LPT
743
Legacy Private Trust
Wisconsin
$1.06M +$297K +1,445 +37%
VWA
744
VSM Wealth Advisory
Maryland
$1.06M +$1.1M +5,344 New
BAMG
745
Brand Asset Management Group
Missouri
$1.06M +$7.8K +38 +0.7%
MFT
746
Moisand Fitzgerald Tamayo
Florida
$1.06M -$19.7K -96 -2%
CCM
747
Carlson Capital Management
Minnesota
$1.06M +$13.5K +66 +1%
MCM
748
MidAtlantic Capital Management
Virginia
$1.06M – – –
EF
749
Empowered Funds
Pennsylvania
$1.05M – – –
SFC
750
Strategic Financial Concepts
Texas
$1.04M +$79.9K +389 +8%
28 29
30
31 32