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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
1301
Capital Group Private Client Services
California
$231K – – –
BC
1302
Burney Company
Virginia
$231K -$62.4K -305 -22%
SAW
1303
Signal Advisors Wealth
Michigan
$230K +$225K +1,101 New
JGIA
1304
Jackson Grant Investment Advisers
Connecticut
$230K +$2.04K +10 +0.9%
RH
1305
RFG Holdings
Texas
$229K +$409 +2 +0.2%
IWN
1306
Independent Wealth Network
Iowa
$229K +$6.34K +31 +3%
RIP
1307
RAM Investment Partners
Washington
$229K +$225K +1,098 New
ACM
1308
Advisors Capital Management
New Jersey
$229K -$23.7K -116 -10%
SC
1309
Stephens Consulting
Michigan
$228K -$338K -1,652 -60%
THL
1310
Tillman Hartley LLC
Colorado
$227K -$416K -2,036 -65%
LA
1311
Legacy Advisors
Pennsylvania
$227K +$222K +1,085 New
HIW
1312
Holos Integrated Wealth
Pennsylvania
$227K – – –
SVWAG
1313
Sound View Wealth Advisors Group
Georgia
$226K +$7.77K +38 +4%
WCAMG
1314
Woodard & Company Asset Management Group
North Carolina
$225K – – –
GK
1315
Graney & King
New York
$225K – – –
PIN
1316
Prudent Investors Network
California
$224K – – –
CWP
1317
Core Wealth Partners
California
$224K – – –
BBHC
1318
Brown Brothers Harriman & Co
New York
$224K +$23.5K +115 +12%
FFM
1319
Forum Financial Management
Illinois
$222K +$218K +1,064 New
OFG
1320
Omega Financial Group
California
$222K +$818 +4 +0.4%
PWP
1321
Perfromance Wealth Partners
Illinois
$219K -$4.09K -20 -2%
WA
1322
WPG Advisers
Maryland
$218K +$1.02K +5 +0.5%
IRAG
1323
Investment Research & Advisory Group
Georgia
$218K -$213K -1,040 -50%
NG
1324
Northstar Group
New York
$216K -$2.04K -10 -1%
LA
1325
Lifeworks Advisors
Michigan
$215K – – –
51 52
53
54 55