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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1176
1ST Source Bank
Indiana
$309K – – –
GKWIM
1177
Gerber Kawasaki Wealth & Investment Management
California
$307K -$8.33K -45 -3%
SWP
1178
Sagespring Wealth Partners
Tennessee
$306K +$290K +1,568 New
AP
1179
Appleton Partners
Massachusetts
$305K -$11.7K -63 -4%
FHC
1180
First Heartland Consultants
Missouri
$304K +$926 +5 +0.3%
CB
1181
Centennial Bank
Arkansas
$304K -$185K -1,000 -39%
PWM
1182
Penobscot Wealth Management
Maine
$304K +$289K +1,560 New
SFA
1183
Salus Financial Advisors
Colorado
$303K – – –
RC
1184
Rovin Capital
Arizona
$303K -$5.37K -29 -2%
LA
1185
LWM Advisors
California
$301K – – –
PFG
1186
PAX Financial Group
Texas
$301K -$154K -832 -35%
MPCL
1187
My Personal CFO LLC
Washington
$301K -$6.66K -36 -2%
SPW
1188
Sonoma Private Wealth
California
$300K – – –
JSW
1189
Journey Strategic Wealth
New Jersey
$300K -$36.3K -196 -11%
MAMG
1190
Milestone Asset Management Group
Connecticut
$300K +$45.5K +246 +19%
GJWM
1191
Gilliland Jeter Wealth Management
Arkansas
$300K – – –
OFI
1192
Outbound Financial Inc
Colorado
$299K +$284K +1,535 New
NC
1193
North Capital
Utah
$299K -$1.85K -10 -0.6%
RSWA
1194
Robinson Smith Wealth Advisors
Maine
$298K – – –
FDW
1195
Fourth Dimension Wealth
Ohio
$298K -$131K -709 -32%
PCH
1196
PGIM Custom Harvest
New Jersey
$297K -$186K -1,007 -40%
HAP
1197
Harbor Asset Planning
Massachusetts
$297K +$282K +1,523 New
CSF
1198
Capital Squared Financial
Maryland
$296K +$281K +1,520 New
WCWM
1199
Willow Creek Wealth Management
California
$295K +$5.74K +31 +2%
CA
1200
Calton & Associates
Florida
$294K +$280K +1,510 New
46 47
48
49 50