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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1151
Bonfire Financial
Colorado
$298K -$51.2K -259 -14%
AA
1152
Argent Advisors
Louisiana
$298K +$15K +76 +5%
PEA
1153
Park Edge Advisors
Ohio
$298K -$24.7K -125 -7%
DFG
1154
Delta Financial Group
New Jersey
$297K -$5.53K -28 -2%
AWA
1155
Amplius Wealth Advisors
Pennsylvania
$296K +$1.38K +7 +0.4%
GSWM
1156
Golden State Wealth Management
California
$296K -$14.2K -72 -4%
CI
1157
Ceera Investments
Texas
$296K – – –
IIA
1158
Integral Investment Advisors
California
$295K +$39.5K +200 +14%
HBW
1159
Hazlett, Burt & Watson
West Virginia
$295K -$10.7K -54 -3%
RC
1160
Rovin Capital
Arizona
$295K – – –
1SB
1161
1ST Source Bank
Indiana
$295K -$1.38K -7 -0.4%
GC
1162
GatePass Capital
Ohio
$295K – – –
TH
1163
Team Hewins
California
$294K -$129K -655 -29%
MPCL
1164
My Personal CFO LLC
Washington
$294K +$8.89K +45 +3%
HWA
1165
Heritage Wealth Architects
Minnesota
$294K +$312K +1,577 New
NAS
1166
Nicolet Advisory Services
Wisconsin
$294K -$122K -616 -26%
TL
1167
Tradewinds LLC
North Carolina
$294K -$535K -2,710 -63%
CCA
1168
Cobblestone Capital Advisors
New York
$292K +$103K +523 +50%
APW
1169
Axim Planning & Wealth
Ohio
$290K +$11.9K +60 +4%
FHC
1170
First Heartland Consultants
Missouri
$290K -$21.5K -109 -7%
SFA
1171
Salus Financial Advisors
Colorado
$290K -$1.58K -8 -0.5%
A
1172
Argentarii
Ohio
$288K +$306K +1,547 New
NC
1173
North Capital
Utah
$288K +$305K +1,544 New
LA
1174
LWM Advisors
California
$287K +$49.4K +250 +19%
SPW
1175
Sonoma Private Wealth
California
$287K -$227K -1,149 -43%
45 46
47
48 49