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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1376
Financial Gravity Companies
Texas
$276K +$265K +1,138 New
KFP
1377
Keener Financial Planning
Texas
$276K +$265K +1,138 New
CFG
1378
Chapman Financial Group
Hawaii
$276K – – –
MTI
1379
Merrithew & Thorsten Inc
California
$275K +$1.16K +5 +0.4%
WEG
1380
World Equity Group
Illinois
$275K +$1.63K +7 +0.6%
HW
1381
HORAN Wealth
Ohio
$275K +$263K +1,131 New
SPWM
1382
Schrum Private Wealth Management
Florida
$275K +$29.1K +125 +9%
SVWAG
1383
Sound View Wealth Advisors Group
Georgia
$274K +$1.63K +7 +0.6%
FMP
1384
Financial Management Professionals
Texas
$274K +$262K +1,127 New
OFG
1385
Omega Financial Group
California
$274K +$1.16K +5 +0.4%
PWA
1386
Pitcairn Wealth Advisors
Pennsylvania
$274K – – –
MAG
1387
M3 Advisory Group
Massachusetts
$273K +$261K +1,123 New
JGIA
1388
Jackson Grant Investment Advisers
Connecticut
$272K +$1.16K +5 +0.4%
LFA
1389
Lauterbach Financial Advisors
Texas
$271K – – –
PWMAG
1390
Pinnacle Wealth Management Advisory Group
New Jersey
$271K -$85.8K -369 -25%
LCM
1391
Liberty Capital Management
Michigan
$270K +$259K +1,112 New
ASG
1392
Advisory Solutions Group
Minnesota
$270K +$259K +1,112 New
WB
1393
West Bancorporation
Iowa
$270K -$128K -551 -33%
DWM
1394
Defined Wealth Management
Oregon
$270K -$3.02K -13 -1%
DF
1395
Daviman Financial
Indiana
$269K -$10.7K -46 -4%
LWMI
1396
Legacy Wealth Management (Idaho)
Idaho
$269K +$13.7K +59 +6%
KFAS
1397
Keating Financial Advisory Services
Kansas
$268K -$1.63K -7 -0.6%
SPWM
1398
Straight Path Wealth Management
Michigan
$267K +$18.4K +79 +8%
AWM
1399
Accel Wealth Management
Iowa
$266K +$233 +1 +0.1%
PIA
1400
Pinion Investment Advisors
Kansas
$266K +$10.5K +45 +4%
54 55
56
57 58