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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1376
BTS Asset Management
Massachusetts
$229K +$227K +1,082 New
VDI
1377
Vaughan David Investments
Illinois
$229K +$226K +1,079 New
SWP
1378
Strategic Wealth Partners
Ohio
$228K +$137K +653 +154%
PIN
1379
Prudent Investors Network
California
$228K – – –
CWP
1380
Core Wealth Partners
California
$227K – – –
LWMI
1381
Legacy Wealth Management (Idaho)
Idaho
$227K +$207K +991 +1,223%
OFG
1382
Omega Financial Group
California
$227K +$1.88K +9 +0.8%
4A
1383
4Wealth Advisors
Illinois
$227K +$224K +1,070 New
BFA
1384
Beaumont Financial Advisors
Massachusetts
$226K +$11.7K +56 +6%
ACM
1385
Advisors Capital Management
New Jersey
$225K -$6.7K -32 -3%
FFM
1386
Forum Financial Management
Illinois
$225K – – –
CB
1387
Centennial Bank
Arkansas
$224K -$105K -500 -32%
SIG
1388
Sargent Investment Group
Maryland
$224K +$222K +1,060 New
WPW
1389
Winthrop Partners - WNY
New York
$224K +$222K +1,058 New
CSA
1390
Cottage Street Advisors
Massachusetts
$223K +$221K +1,055 New
IRAG
1391
Investment Research & Advisory Group
Georgia
$223K +$1.88K +9 +0.9%
WA
1392
WPG Advisers
Maryland
$223K +$1.47K +7 +0.7%
PWP
1393
Perfromance Wealth Partners
Illinois
$223K – – –
NG
1394
Northstar Group
New York
$220K +$838 +4 +0.4%
NS
1395
NBC Securities
Alabama
$220K +$8.59K +41 +4%
SAM
1396
Satovsky Asset Management
New York
$220K +$1.68K +8 +0.8%
EL
1397
EWA LLC
Pennsylvania
$218K +$216K +1,032 New
WA
1398
Winter & Associates
Minnesota
$218K +$216K +1,030 New
PAM
1399
Peak Asset Management
Colorado
$218K +$215K +1,027 New
SSWM
1400
Smith Salley Wealth Management
North Carolina
$218K – – –
54 55
56
57 58