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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1251
RCS Financial Planning
Maryland
$265K +$4.91K +24 +2%
TA
1252
TruWealth Advisors
Louisiana
$265K – – –
PCH
1253
PGIM Custom Harvest
New Jersey
$265K -$52.5K -257 -17%
CT
1254
Colonial Trust
South Carolina
$265K -$209K -1,020 -45%
BLFG
1255
Brian Low Financial Group
Louisiana
$264K -$28.4K -139 -10%
CCIA
1256
Cherry Creek Investment Advisors
Colorado
$264K +$8.59K +42 +3%
TL
1257
Tradewinds LLC
North Carolina
$263K +$258K +1,262 New
CCFM
1258
Clear Creek Financial Management
Washington
$262K -$90.2K -441 -26%
NWAG
1259
Net Worth Advisory Group
Utah
$262K -$676K -3,305 -72%
SPWM
1260
Schrum Private Wealth Management
Florida
$261K -$51.5K -252 -17%
WFA
1261
Wells Financial Advisors
Massachusetts
$261K – – –
TFM
1262
TFC Financial Management
Massachusetts
$259K +$204 +1 +0.1%
SAM
1263
Summit Asset Management
Tennessee
$259K – – –
BWP
1264
Balboa Wealth Partners
Arizona
$258K +$13.3K +65 +6%
GWANC
1265
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$28.8K -141 -10%
LCM
1266
Liberty Capital Management
Michigan
$258K -$3.27K -16 -1%
DWM
1267
Dakota Wealth Management
Florida
$258K -$206K -1,007 -45%
KDA
1268
Kraft Davis & Associates
Missouri
$257K -$72.6K -355 -23%
MLA
1269
MB, Levis & Associates
Pennsylvania
$257K +$53.2K +260 +27%
PPC
1270
Park Place Capital
Alabama
$257K +$204 +1 +0.1%
CA
1271
Claris Advisors
Missouri
$256K – – –
FHC
1272
First Heartland Consultants
Missouri
$254K -$70.7K -346 -22%
LRPA
1273
L. Roy Papp & Associates
Arizona
$253K +$1.23K +6 +0.5%
WAG
1274
Winthrop Advisory Group
Massachusetts
$253K -$27.8K -136 -10%
TF
1275
Tandem Financial
Colorado
$253K +$246K +1,205 New
49 50
51
52 53