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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1301
Prospect Financial Services
New York
$233K +$228K +1,116 New
AG
1302
AmeriFlex Group
Nevada
$233K +$122K +599 +116%
CGPCS
1303
Capital Group Private Client Services
California
$231K – – –
BC
1304
Burney Company
Virginia
$231K -$62.4K -305 -22%
SAW
1305
Signal Advisors Wealth
Michigan
$230K +$225K +1,101 New
JGIA
1306
Jackson Grant Investment Advisers
Connecticut
$230K +$2.04K +10 +0.9%
RH
1307
RFG Holdings
Texas
$229K +$409 +2 +0.2%
IWN
1308
Independent Wealth Network
Iowa
$229K +$6.34K +31 +3%
RIP
1309
RAM Investment Partners
Washington
$229K +$225K +1,098 New
ACM
1310
Advisors Capital Management
New Jersey
$229K -$23.7K -116 -10%
SC
1311
Stephens Consulting
Michigan
$228K -$338K -1,652 -60%
THL
1312
Tillman Hartley LLC
Colorado
$227K -$416K -2,036 -65%
LA
1313
Legacy Advisors
Pennsylvania
$227K +$222K +1,085 New
HIW
1314
Holos Integrated Wealth
Pennsylvania
$227K – – –
SVWAG
1315
Sound View Wealth Advisors Group
Georgia
$226K +$7.77K +38 +4%
WCAMG
1316
Woodard & Company Asset Management Group
North Carolina
$225K – – –
GK
1317
Graney & King
New York
$225K – – –
PIN
1318
Prudent Investors Network
California
$224K – – –
CWP
1319
Core Wealth Partners
California
$224K – – –
BBHC
1320
Brown Brothers Harriman & Co
New York
$224K +$23.5K +115 +12%
FFM
1321
Forum Financial Management
Illinois
$222K +$218K +1,064 New
OFG
1322
Omega Financial Group
California
$222K +$818 +4 +0.4%
PWP
1323
Perfromance Wealth Partners
Illinois
$219K -$4.09K -20 -2%
WA
1324
WPG Advisers
Maryland
$218K +$1.02K +5 +0.5%
IRAG
1325
Investment Research & Advisory Group
Georgia
$218K -$213K -1,040 -50%
51 52
53
54 55