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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
Claris Advisors
Missouri
$319K -$233 -1 -0.1%
FCM
1302
Fell Capital Management
California
$319K +$24.7K +106 +9%
XWL
1303
XXI Wealth LLC
Illinois
$319K +$6.98K +30 +2%
AWMS
1304
Advocacy Wealth Management Services
Georgia
$317K – – –
CGPCS
1305
Capital Group Private Client Services
California
$316K +$35.4K +152 +13%
WQ
1306
Wealth Quarterback
New Jersey
$315K +$698 +3 +0.2%
KFI
1307
Key Financial Inc
Pennsylvania
$314K -$4.65K -20 -2%
RSWA
1308
Robinson Smith Wealth Advisors
Maine
$313K – – –
BMWS
1309
Brady Martz Wealth Solutions
North Dakota
$312K – – –
MWM
1310
MOR Wealth Management
Pennsylvania
$310K -$64.7K -278 -18%
WCM
1311
WealthTrak Capital Management
Virginia
$309K -$3.95K -17 -1%
AWM
1312
Austin Wealth Management
Texas
$308K -$2.56K -11 -0.9%
FWMP
1313
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$308K – – –
IWM
1314
Iams Wealth Management
Nebraska
$307K -$3.02K -13 -1%
TT
1315
TI-Trust
Illinois
$307K – – –
PCH
1316
PGIM Custom Harvest
New Jersey
$305K +$16.3K +70 +6%
IA
1317
Inspire Advisors
Idaho
$305K -$32.8K -141 -10%
CT
1318
Colonial Trust
South Carolina
$304K – – –
FHC
1319
First Heartland Consultants
Missouri
$304K -$22.3K -96 -7%
TBA
1320
Tower Bridge Advisors
Pennsylvania
$304K – – –
CCIA
1321
Cherry Creek Investment Advisors
Colorado
$303K -$4.88K -21 -2%
HBW
1322
Hazlett, Burt & Watson
West Virginia
$303K +$9.77K +42 +3%
TF
1323
Tenon Financial
New Jersey
$303K +$37.5K +161 +15%
CA
1324
Crumly & Associates
Illinois
$302K – – –
LRPA
1325
L. Roy Papp & Associates
Arizona
$301K +$1.4K +6 +0.5%
51 52
53
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