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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1351
Harbour Capital Advisors
Virginia
$292K +$4.65K +20 +2%
KDA
1352
Kraft Davis & Associates
Missouri
$291K – – –
BWP
1353
Balboa Wealth Partners
Arizona
$291K +$1.4K +6 +0.5%
GSWM
1354
Golden State Wealth Management
California
$290K +$10.2K +44 +4%
AG
1355
Advocate Group
Minnesota
$288K +$275K +1,184 New
SWM
1356
SilverOak Wealth Management
Minnesota
$287K – – –
RBC
1357
Romano Brothers & Co
Illinois
$286K -$1.4K -6 -0.5%
PIP
1358
Philadelphia Investment Partners
New Jersey
$285K +$272K +1,171 New
GC
1359
Gilbert & Cook
Iowa
$284K – – –
ABC
1360
Anchor Bay Capital
California
$284K +$265K +1,140 New
EIG
1361
Ellenbecker Investment Group
Wisconsin
$284K +$32.1K +138 +13%
HIA
1362
Highland Investment Advisors
Florida
$283K +$271K +1,167 New
RFP
1363
RCS Financial Planning
Maryland
$283K -$5.58K -24 -2%
HH
1364
Hilltop Holdings
Texas
$283K +$271K +1,165 New
CFG
1365
Cooper Financial Group
California
$282K +$37.2K +160 +16%
ALWM
1366
Andrews Lucia Wealth Management
California
$282K – – –
RDWM
1367
Red Door Wealth Management
Tennessee
$281K +$13.3K +57 +5%
C
1368
Certuity
Florida
$280K +$131K +562 +95%
B
1369
Bayban
Minnesota
$279K – – –
EFG
1370
Ehrlich Financial Group
California
$279K – – –
BFP
1371
Beacon Financial Planning
Massachusetts
$278K +$233 +1 +0.1%
GC
1372
Granville Capital
North Carolina
$277K – – –
PCM
1373
Passive Capital Management
Maryland
$277K – – –
NEWAS
1374
N.E.W. Advisory Services
Wisconsin
$277K -$4.65K -20 -2%
VA
1375
Veratis Advisors
North Carolina
$277K +$265K +1,141 New
53 54
55
56 57