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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1376
Omega Financial Group
California
$274K +$1.16K +5 +0.4%
PWA
1377
Pitcairn Wealth Advisors
Pennsylvania
$274K – – –
MAG
1378
M3 Advisory Group
Massachusetts
$273K +$261K +1,123 New
JGIA
1379
Jackson Grant Investment Advisers
Connecticut
$272K +$1.16K +5 +0.4%
LFA
1380
Lauterbach Financial Advisors
Texas
$271K – – –
PWMAG
1381
Pinnacle Wealth Management Advisory Group
New Jersey
$271K -$85.8K -369 -25%
LCM
1382
Liberty Capital Management
Michigan
$270K +$259K +1,112 New
ASG
1383
Advisory Solutions Group
Minnesota
$270K +$259K +1,112 New
WB
1384
West Bancorporation
Iowa
$270K -$128K -551 -33%
DWM
1385
Defined Wealth Management
Oregon
$270K -$3.02K -13 -1%
DF
1386
Daviman Financial
Indiana
$269K -$10.7K -46 -4%
LWMI
1387
Legacy Wealth Management (Idaho)
Idaho
$269K +$13.7K +59 +6%
KFAS
1388
Keating Financial Advisory Services
Kansas
$268K -$1.63K -7 -0.6%
SPWM
1389
Straight Path Wealth Management
Michigan
$267K +$18.4K +79 +8%
AWM
1390
Accel Wealth Management
Iowa
$266K +$233 +1 +0.1%
PIA
1391
Pinion Investment Advisors
Kansas
$266K +$10.5K +45 +4%
OWP
1392
Obermeyer Wealth Partners
Colorado
$266K +$254K +1,094 New
MPAM
1393
Murphy Pohlad Asset Management
Minnesota
$265K -$124K -532 -33%
WCAMG
1394
Woodard & Company Asset Management Group
North Carolina
$264K – – –
IAG
1395
Investment Advisory Group
Massachusetts
$264K – – –
RH
1396
RFG Holdings
Texas
$264K -$5.12K -22 -2%
SWA
1397
SFMG Wealth Advisors
Texas
$264K +$252K +1,085 New
CAM
1398
Cidel Asset Management
Ontario, Canada
$261K – – –
SIG
1399
Sargent Investment Group
Maryland
$258K -$17.9K -77 -7%
FDW
1400
Fourth Dimension Wealth
Ohio
$257K -$6.51K -28 -3%
54 55
56
57 58