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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1351
Aquire Wealth Advisors
Utah
$240K +$35.2K +168 +17%
PWA
1352
Pitcairn Wealth Advisors
Pennsylvania
$238K +$236K +1,126 New
CWM
1353
Connecticut Wealth Management
Connecticut
$238K – – –
MTI
1354
Merrithew & Thorsten Inc
California
$238K +$235K +1,123 New
DWM
1355
Defined Wealth Management
Oregon
$238K – – –
LFA
1356
Lauterbach Financial Advisors
Texas
$237K – – –
SVWAG
1357
Sound View Wealth Advisors Group
Georgia
$237K +$6.7K +32 +3%
AIC
1358
Archer Investment Corporation
Indiana
$236K -$5.65K -27 -2%
CGPCS
1359
Capital Group Private Client Services
California
$235K – – –
GK
1360
Graney & King
New York
$235K +$6.28K +30 +3%
JGIA
1361
Jackson Grant Investment Advisers
Connecticut
$234K +$1.05K +5 +0.5%
RH
1362
RFG Holdings
Texas
$234K +$1.26K +6 +0.5%
LB
1363
Legacy Bridge
Iowa
$233K -$47.7K -228 -17%
EWA
1364
Encompass Wealth Advisors
Oregon
$233K +$16.8K +80 +8%
PIA
1365
Pinion Investment Advisors
Kansas
$233K +$17.6K +84 +8%
PPC
1366
Pennington Partners & Co
Maryland
$232K +$230K +1,098 New
RDWM
1367
Red Door Wealth Management
Tennessee
$232K +$230K +1,097 New
BLFG
1368
Brian Low Financial Group
Louisiana
$232K -$35.8K -171 -13%
CFM
1369
Cornerstone Financial Management
Massachusetts
$232K +$229K +1,096 New
SC
1370
Stephens Consulting
Michigan
$231K – – –
SAM
1371
Synergy Asset Management
Washington
$231K -$598K -2,858 -72%
THL
1372
Tillman Hartley LLC
Colorado
$230K -$209 -1 -0.1%
MWM
1373
Manske Wealth Management
Texas
$230K +$19.1K +91 +9%
BAM
1374
BTS Asset Management
Massachusetts
$229K +$227K +1,082 New
VDI
1375
Vaughan David Investments
Illinois
$229K +$226K +1,079 New
53 54
55
56 57