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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1076
BWM Planning
Texas
$324K +$310K +1,615 New
GKWIM
1077
Gerber Kawasaki Wealth & Investment Management
California
$323K +$309K +1,608 New
MA
1078
MAS Advisors
Florida
$323K -$8.27K -43 -3%
NEPWA
1079
New England Private Wealth Advisors
Massachusetts
$322K +$69.6K +362 +29%
FA
1080
Faithward Advisors
Pennsylvania
$320K +$9.8K +51 +3%
CI
1081
Ceera Investments
Texas
$319K – – –
AWA
1082
Amplius Wealth Advisors
Pennsylvania
$318K -$7.11K -37 -2%
RC
1083
Rovin Capital
Arizona
$318K -$192 -1 -0.1%
1SB
1084
1ST Source Bank
Indiana
$318K – – –
CIA
1085
Capital Investment Advisors
Georgia
$318K +$12.9K +67 +4%
HGERS
1086
Householder Group Estate & Retirement Specialist
Arizona
$317K -$23.6K -123 -7%
RCP
1087
Rothschild Capital Partners
New York
$314K +$5K +26 +2%
CWM
1088
Connecticut Wealth Management
Connecticut
$309K -$19.8K -103 -6%
GJWM
1089
Gilliland Jeter Wealth Management
Arkansas
$308K -$2.5K -13 -0.8%
S
1090
SignatureFD
Georgia
$308K -$17.3K -90 -6%
SBIA
1091
Sheaff Brock Investment Advisors
Indiana
$307K -$44.8K -233 -13%
MPCL
1092
My Personal CFO LLC
Washington
$307K -$137K -713 -32%
AA
1093
Argent Advisors
Louisiana
$306K – – –
CCG
1094
Coastwise Capital Group
California
$304K +$35.8K +186 +14%
UPS
1095
UHLMANN PRICE SECURITIES
Illinois
$304K +$291K +1,513 New
CCFM
1096
Clear Creek Financial Management
Washington
$302K +$1.92K +10 +0.7%
SAM
1097
Summit Asset Management
Tennessee
$301K – – –
RSWA
1098
Robinson Smith Wealth Advisors
Maine
$301K -$5.58K -29 -2%
HIS
1099
Horizon Investment Services
Indiana
$301K – – –
WGCA
1100
Wolf Group Capital Advisors
Virginia
$299K +$106K +549 +44%
42 43
44
45 46