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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
1276
Harbor Asset Planning
Massachusetts
$311K +$1.79K +8 +0.6%
PEA
1277
Park Edge Advisors
Ohio
$311K – – –
SW
1278
Simplicity Wealth
New Jersey
$310K +$319K +1,429 New
APW
1279
Axim Planning & Wealth
Ohio
$309K +$42.5K +190 +15%
WHCI
1280
W.H. Cornerstone Investments
Massachusetts
$309K +$1.79K +8 +0.6%
HAS
1281
Holland Advisory Services
Florida
$308K +$671 +3 +0.2%
YWM
1282
Yoder Wealth Management
California
$308K – – –
SFMG
1283
Sage Financial Management Group
Virginia
$307K – – –
ETC
1284
Exchange Traded Concepts
Oklahoma
$307K -$44.3K -198 -12%
OPAM
1285
Ocean Park Asset Management
California
$307K -$44.3K -198 -12%
FB
1286
Finward Bancorp
Indiana
$305K -$49.2K -220 -14%
SFS
1287
Strategic Financial Services
New York
$305K – – –
IC
1288
Iconiq Capital
California
$304K +$224 +1 +0.1%
IA
1289
Inspire Advisors
Idaho
$303K +$5.37K +24 +2%
WI
1290
WrapManager Inc
California
$303K -$26.6K -119 -8%
TH
1291
Team Hewins
California
$302K -$42.5K -190 -12%
SW
1292
SVB Wealth
Massachusetts
$302K -$24.6K -110 -7%
SIS
1293
Sound Income Strategies
Florida
$302K -$21.7K -97 -7%
WPWM
1294
Western Pacific Wealth Management
Illinois
$301K +$309K +1,384 New
SA
1295
Sovran Advisors
California
$301K -$16.1K -72 -5%
VCM
1296
Vivaldi Capital Management
Illinois
$300K – – –
TL
1297
Tradewinds LLC
North Carolina
$300K +$32.9K +147 +13%
SPWM
1298
Schrum Private Wealth Management
Florida
$300K +$28.4K +127 +10%
RBWA
1299
RFG - Bristol Wealth Advisors
Massachusetts
$299K -$148K -660 -32%
IWN
1300
Independent Wealth Network
Iowa
$297K +$43.6K +195 +17%
50 51
52
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