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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1326
IPG Investment Advisors
California
$213K +$220K +1,074 New
CWP
1327
Core Wealth Partners
California
$213K – – –
SAM
1328
Satovsky Asset Management
New York
$213K -$10.9K -53 -5%
FWA
1329
FSM Wealth Advisors
Ohio
$212K +$205 +1 +0.1%
BFA
1330
Beaumont Financial Advisors
Massachusetts
$212K +$7.18K +35 +3%
PAW
1331
Plan A Wealth
Nebraska
$211K +$219K +1,065 New
CCP
1332
Carmel Capital Partners
California
$211K – – –
CAM
1333
Clark Asset Management
New Hampshire
$210K +$218K +1,061 New
BFG
1334
Baron Financial Group
New Jersey
$210K +$218K +1,061 New
FPB
1335
First PREMIER Bank
South Dakota
$210K +$30.8K +150 +16%
RPWA
1336
Regent Peak Wealth Advisors
Georgia
$209K – – –
BWS
1337
BCR Wealth Strategies
Alabama
$209K +$217K +1,056 New
PIA
1338
Pinion Investment Advisors
Kansas
$209K -$5.54K -27 -3%
GGV
1339
GG Group Ventures
Florida
$209K -$5.13K -25 -2%
OFG
1340
Omega Financial Group
California
$208K +$1.03K +5 +0.5%
CCA
1341
Cobblestone Capital Advisors
New York
$207K – – –
GWM
1342
Gray Wealth Management
Maine
$206K +$7.8K +38 +4%
TPA
1343
Trivium Point Advisory
Connecticut
$205K -$22K -107 -9%
IAG
1344
Ipsen Advisor Group
Arkansas
$205K +$213K +1,036 New
AAS
1345
Annex Advisory Services
Wisconsin
$205K +$212K +1,035 New
M
1346
MATAURO
New York
$204K +$212K +1,031 New
MPM
1347
Meritage Portfolio Management
Kansas
$204K +$212K +1,031 New
ET
1348
Equitable Trust
Tennessee
$204K +$211K +1,030 New
OHIS
1349
Oak Harvest Investment Services
Texas
$202K +$209K +1,019 New
RFN
1350
RDA Financial Network
Iowa
$202K -$17K -83 -8%
52 53
54
55 56