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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Angeles Wealth Management
California
$220K +$185 +1 +0.1%
PIA
1302
Pinion Investment Advisors
Kansas
$219K +$208K +1,125 New
MWM
1303
Maridea Wealth Management
New York
$218K – – –
LFA
1304
Lauterbach Financial Advisors
Texas
$218K +$207K +1,117 New
SW
1305
SVB Wealth
Massachusetts
$217K +$206K +1,115 New
GPW
1306
Gray Private Wealth
Massachusetts
$216K +$205K +1,108 New
CGPCS
1307
Capital Group Private Client Services
California
$216K -$6.66K -36 -3%
AO
1308
Advisor OS
Illinois
$216K +$205K +1,106 New
MSAM
1309
Moloney Securities Asset Management
Missouri
$215K – – –
WEG
1310
World Equity Group
Illinois
$215K +$204K +1,103 New
KFSN
1311
Keystone Financial Services (Nebraska)
Nebraska
$214K -$370 -2 -0.2%
LB
1312
Legacy Bridge
Iowa
$214K -$11.1K -60 -5%
RH
1313
RFG Holdings
Texas
$214K +$185 +1 +0.1%
JGIA
1314
Jackson Grant Investment Advisers
Connecticut
$213K – – –
WCAMG
1315
Woodard & Company Asset Management Group
North Carolina
$211K -$18.5K -100 -8%
SOWAS
1316
Silver Oak Wealth Advisors Services
California
$211K +$200K +1,079 New
GK
1317
Graney & King
New York
$210K – – –
PIN
1318
Prudent Investors Network
California
$210K -$102K -553 -34%
CWP
1319
Core Wealth Partners
California
$209K +$199K +1,073 New
PWP
1320
Perfromance Wealth Partners
Illinois
$209K +$198K +1,071 New
IWN
1321
Independent Wealth Network
Iowa
$208K +$198K +1,067 New
OFG
1322
Omega Financial Group
California
$206K +$196K +1,058 New
SVWAG
1323
Sound View Wealth Advisors Group
Georgia
$204K -$5.37K -29 -3%
NG
1324
Northstar Group
New York
$204K +$193K +1,045 New
PFGIA
1325
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$193K +1,043 New
51 52
53
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