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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
1351
Anchor Bay Capital
California
$284K +$265K +1,140 New
EIG
1352
Ellenbecker Investment Group
Wisconsin
$284K +$32.1K +138 +13%
HIA
1353
Highland Investment Advisors
Florida
$283K +$271K +1,167 New
RFP
1354
RCS Financial Planning
Maryland
$283K -$5.58K -24 -2%
HH
1355
Hilltop Holdings
Texas
$283K +$271K +1,165 New
CFG
1356
Cooper Financial Group
California
$282K +$37.2K +160 +16%
ALWM
1357
Andrews Lucia Wealth Management
California
$282K – – –
RDWM
1358
Red Door Wealth Management
Tennessee
$281K +$13.3K +57 +5%
C
1359
Certuity
Florida
$280K +$131K +562 +95%
B
1360
Bayban
Minnesota
$279K – – –
EFG
1361
Ehrlich Financial Group
California
$279K – – –
BFP
1362
Beacon Financial Planning
Massachusetts
$278K +$233 +1 +0.1%
GC
1363
Granville Capital
North Carolina
$277K – – –
PCM
1364
Passive Capital Management
Maryland
$277K – – –
NEWAS
1365
N.E.W. Advisory Services
Wisconsin
$277K -$4.65K -20 -2%
VA
1366
Veratis Advisors
North Carolina
$277K +$265K +1,141 New
FGC
1367
Financial Gravity Companies
Texas
$276K +$265K +1,138 New
KFP
1368
Keener Financial Planning
Texas
$276K +$265K +1,138 New
CFG
1369
Chapman Financial Group
Hawaii
$276K – – –
MTI
1370
Merrithew & Thorsten Inc
California
$275K +$1.16K +5 +0.4%
WEG
1371
World Equity Group
Illinois
$275K +$1.63K +7 +0.6%
HW
1372
HORAN Wealth
Ohio
$275K +$263K +1,131 New
SPWM
1373
Schrum Private Wealth Management
Florida
$275K +$29.1K +125 +9%
SVWAG
1374
Sound View Wealth Advisors Group
Georgia
$274K +$1.63K +7 +0.6%
FMP
1375
Financial Management Professionals
Texas
$274K +$262K +1,127 New
53 54
55
56 57