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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1051
PFG Investments
New York
$308K -$55.7K -341 -17%
CWA
1052
CM Wealth Advisors
Ohio
$308K – – –
HGERS
1053
Householder Group Estate & Retirement Specialist
Arizona
$307K +$221K +1,351 +375%
HBW
1054
Hazlett, Burt & Watson
West Virginia
$306K +$2.29K +14 +0.8%
BC
1055
Burney Company
Virginia
$304K -$51.3K -314 -16%
TA
1056
TFG Advisers
Michigan
$303K -$3.59K -22 -1%
RWM
1057
Revisor Wealth Management
Ohio
$301K -$304K -1,863 -53%
OFS
1058
OneAscent Financial Services
Alabama
$300K +$64.3K +394 +31%
DCM
1059
DGS Capital Management
New Jersey
$300K +$2.29K +14 +0.8%
WGCA
1060
Wolf Group Capital Advisors
Virginia
$299K +$3.43K +21 +1%
B
1061
Bridgeworth
Alabama
$299K -$5.39K -33 -2%
CCMG
1062
Clark Capital Management Group
Pennsylvania
$297K +$270K +1,652 New
AWA
1063
Amplius Wealth Advisors
Pennsylvania
$297K -$9.14K -56 -3%
FCH
1064
Freestone Capital Holdings
Washington
$296K +$58.3K +357 +28%
KWAG
1065
Kiely Wealth Advisory Group
North Carolina
$295K +$270K +1,651 New
MCM
1066
Mattern Capital Management
Colorado
$295K – – –
HIGP
1067
Hill Investment Group Partners
Missouri
$295K -$11.1K -68 -4%
TRCT
1068
Tower Research Capital (TRC)
New York
$294K -$395K -2,417 -60%
HWA
1069
HHM Wealth Advisors
Tennessee
$294K -$45.7K -280 -15%
CWP
1070
Corepath Wealth Partners
Arizona
$293K – – –
BWM
1071
Benchmark Wealth Management
Connecticut
$291K +$816 +5 +0.3%
CAM
1072
Creekmur Asset Management
Illinois
$291K +$264K +1,616 New
DE
1073
Day & Ennis
Georgia
$289K +$1.14K +7 +0.4%
FCP
1074
Fidelis Capital Partners
Florida
$289K – – –
LAM
1075
Lakewood Asset Management
Illinois
$289K -$168K -1,029 -39%
41 42
43
44 45