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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1251
PFG Investments
New York
$251K -$16.2K -79 -6%
BWL
1252
Bogart Wealth LLC
Virginia
$251K – – –
SA
1253
Stewardship Advisors
Pennsylvania
$250K +$37.6K +183 +17%
SL
1254
Salomon & Ludwin
Virginia
$250K -$205 -1 -0.1%
HFS
1255
Heritage Financial Services
Massachusetts
$250K +$259K +1,260 New
ETC
1256
Exchange Traded Concepts
Oklahoma
$250K +$216K +1,050 +500%
CG
1257
Caprock Group
Idaho
$249K -$1.64K -8 -0.6%
LCM
1258
Liberty Capital Management
Michigan
$248K -$4.11K -20 -2%
NSAM
1259
North Star Asset Management
Wisconsin
$248K – – –
B
1260
BetterWealth
California
$248K +$1.44K +7 +0.6%
GL
1261
Graypoint LLC
New York
$247K -$27.9K -136 -10%
KFI
1262
Key Financial Inc
Pennsylvania
$247K -$2.26K -11 -0.9%
HCA
1263
Harbour Capital Advisors
Virginia
$247K – – –
SVWG
1264
Shared Vision Wealth Group
United States
$246K – – –
GLA
1265
Good Life Advisors
Pennsylvania
$244K -$29.6K -144 -10%
NWAG
1266
Net Worth Advisory Group
Utah
$244K +$4.11K +20 +2%
NEWAS
1267
N.E.W. Advisory Services
Wisconsin
$243K +$2.67K +13 +1%
PPC
1268
Park Place Capital
Alabama
$243K +$205 +1 +0.1%
NI
1269
NDVR Inc
Massachusetts
$241K – – –
PAIM
1270
Punch & Associates Investment Management
Minnesota
$240K -$14.6K -71 -6%
RCAG
1271
Rehmann Capital Advisory Group
Michigan
$239K -$31.6K -154 -11%
GAA
1272
Global Assets Advisory
Florida
$239K -$2.26K -11 -0.9%
AP
1273
Adero Partners
California
$239K -$1.03K -5 -0.4%
LRPA
1274
L. Roy Papp & Associates
Arizona
$238K +$1.23K +6 +0.5%
SHF
1275
Stage Harbor Financial
Massachusetts
$238K +$246K +1,200 New
49 50
51
52 53