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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1326
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$193K +1,043 New
IAG
1327
Ipsen Advisor Group
Arkansas
$203K +$193K +1,042 New
WA
1328
WPG Advisers
Maryland
$203K -$7.4K -40 -4%
SW
1329
Schulz Wealth
Texas
$203K +$192K +1,039 New
CF
1330
Copperwynd Financial
Arizona
$202K +$192K +1,037 New
GC
1331
GatePass Capital
Ohio
$202K -$101K -548 -35%
BFA
1332
Beaumont Financial Advisors
Massachusetts
$202K +$192K +1,035 New
KFI
1333
Key Financial Inc
Pennsylvania
$201K +$1.3K +7 +0.7%
SAM
1334
Smithbridge Asset Management
Pennsylvania
$201K +$191K +1,030 New
LA
1335
Lifeworks Advisors
Michigan
$201K +$190K +1,029 New
SAM
1336
Satovsky Asset Management
New York
$200K -$9.63K -52 -5%
RWA
1337
River Wealth Advisors
Pennsylvania
$200K -$58.3K -315 -23%
ATC
1338
Advantage Trust Company
Kansas
$195K – – –
CB
1339
Community Bank
New York
$195K – – –
MPW
1340
MASECO Private Wealth
$195K +$185K +1,000 New
JFGIW
1341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K +$148K +802 +416%
NEWAS
1342
N.E.W. Advisory Services
Wisconsin
$193K -$79.4K -429 -30%
RIL
1343
Rothschild Investment LLC
Illinois
$192K +$2.59K +14 +1%
NS
1344
NBC Securities
Alabama
$192K – – –
MLA
1345
MB, Levis & Associates
Pennsylvania
$189K +$45.2K +244 +34%
BBHC
1346
Brown Brothers Harriman & Co
New York
$187K -$1.85K -10 -1%
OA
1347
Operose Advisors
Wisconsin
$180K +$23K +124 +16%
LI
1348
LRI Investments
Florida
$179K – – –
WA
1349
Whipplewood Advisors
Colorado
$178K +$120K +650 +246%
FPB
1350
First PREMIER Bank
South Dakota
$177K -$27.8K -150 -14%
52 53
54
55 56