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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
Apriem Advisors
California
$989K +$338K +1,824 +56%
BWM
752
BKM Wealth Management
Wisconsin
$984K +$42.9K +232 +5%
MSFS
753
Main Street Financial Solutions
Pennsylvania
$981K -$5.55K -30 -0.6%
PPH
754
Pure Portfolios Holdings
Oregon
$979K +$443K +2,394 +91%
CWA
755
Canvas Wealth Advisors
Kansas
$967K +$138K +747 +19%
BIM
756
Baldwin Investment Management
Pennsylvania
$965K -$25.9K -140 -3%
BAMG
757
Brand Asset Management Group
Missouri
$963K -$138K -743 -13%
DAS
758
Diversify Advisory Services
Utah
$958K +$28.3K +153 +3%
PCA
759
Providence Capital Advisors
North Carolina
$957K +$908K +4,907 New
HFS
760
Hoge Financial Services
Pennsylvania
$953K +$21.7K +117 +2%
RFG
761
RFP Financial Group
Georgia
$952K -$210K -1,134 -19%
AFA
762
American Financial Advisors
Georgia
$949K +$901K +4,867 New
VWA
763
VSM Wealth Advisory
Maryland
$939K -$69.6K -376 -7%
KAM
764
KEB Asset Management
Illinois
$937K -$36.5K -197 -4%
BMCM
765
Burns Matteson Capital Management
New York
$932K -$4.81K -26 -0.5%
PHS
766
Pekin Hardy Strauss
Illinois
$928K +$177K +955 +25%
SW
767
Simplicity Wealth
New Jersey
$924K +$877K +4,736 New
LWM
768
LongView Wealth Management
Georgia
$922K -$27.8K -150 -3%
BFA
769
Beacon Financial Advisory
Ohio
$918K -$95.7K -517 -10%
PPA
770
Painted Porch Advisors
California
$917K +$86.1K +465 +11%
LFG
771
Larson Financial Group
Missouri
$913K -$7.03K -38 -0.8%
VP
772
Verisail Partners
Georgia
$904K +$2.22K +12 +0.3%
SIA
773
Soltis Investment Advisors
Utah
$900K +$41.6K +225 +5%
DI
774
Disciplined Investments
Oklahoma
$898K +$34.6K +187 +4%
SC
775
Sapient Capital
Indiana
$896K +$519K +2,804 +159%
29 30
31
32 33