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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
801
PAX Financial Group
Texas
$489K -$21.1K -126 -4%
CPP
802
Capasso Planning Partners
South Carolina
$487K -$83.1K -497 -14%
WA
803
Wealthstream Advisors
New York
$487K -$10.2K -61 -2%
FHA
804
Flagship Harbor Advisors
Massachusetts
$486K +$4.35K +26 +0.9%
RWM
805
Rockwood Wealth Management
Pennsylvania
$485K -$27.9K -167 -5%
EPWM
806
Essex Private Wealth Management
Massachusetts
$484K +$1.67K +10 +0.3%
PA
807
Procyon Advisors
Connecticut
$483K +$3.18K +19 +0.6%
UI
808
Unconventional Investor
New Hampshire
$482K – – –
PPW
809
Parcion Private Wealth
Washington
$482K -$3.01K -18 -0.6%
AGWCA
810
Annis Gardner Whiting Capital Advisors
Florida
$480K +$504K +3,012 New
SWA
811
Sightline Wealth Advisors
Connecticut
$478K +$186K +1,113 +59%
LFAS
812
Level Four Advisory Services
Texas
$478K +$84.4K +505 +20%
RA
813
Resolute Advisors
California
$476K +$2.84K +17 +0.6%
SOAG
814
Silver Oak Advisory Group
Oregon
$475K – – –
DWM
815
Dopkins Wealth Management
New York
$471K +$26.8K +160 +6%
LHEI
816
Leo H. Evart Inc
California
$471K -$7.02K -42 -1%
RMA
817
Roffman Miller Associates
Pennsylvania
$470K +$147K +879 +43%
CAM
818
Clark Asset Management
New Hampshire
$467K +$4.85K +29 +1%
WWM
819
Western Wealth Management
Colorado
$465K +$34.6K +207 +8%
GC
820
Gibson Capital
Pennsylvania
$463K +$8.19K +49 +2%
IP
821
Intellectus Partners
California
$463K +$119K +710 +32%
AHC
822
Anderson Hoagland & Co
Missouri
$459K – – –
TWA
823
TCI Wealth Advisors
Arizona
$456K -$70.7K -423 -13%
CB
824
Centennial Bank
Arkansas
$455K -$56.8K -340 -11%
D
825
Diversified
Delaware
$454K +$12.4K +74 +3%
31 32
33
34 35