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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1376
Beacon Financial Planning
Massachusetts
$249K +$256K +1,145 New
GC
1377
Granville Capital
North Carolina
$248K – – –
FGAM
1378
Financial Gravity Asset Management
Texas
$247K – – –
SIG
1379
Sargent Investment Group
Maryland
$247K +$17.2K +77 +7%
CFG
1380
Chapman Financial Group
Hawaii
$246K -$287K -1,282 -53%
VDC
1381
Van Diest Capital
Iowa
$246K +$254K +1,134 New
MTI
1382
Merrithew & Thorsten Inc
California
$245K +$1.56K +7 +0.6%
AWA
1383
Aquire Wealth Advisors
Utah
$244K -$1.79K -8 -0.7%
WEG
1384
World Equity Group
Illinois
$244K -$43.6K -195 -15%
DWM
1385
Defined Wealth Management
Oregon
$244K -$224 -1 -0.1%
OFG
1386
Omega Financial Group
California
$244K +$11.4K +51 +5%
SVWAG
1387
Sound View Wealth Advisors Group
Georgia
$244K +$894 +4 +0.4%
LFA
1388
Lauterbach Financial Advisors
Texas
$243K – – –
HGWM
1389
Horst & Graben Wealth Management
Oregon
$242K +$18.8K +84 +9%
JGIA
1390
Jackson Grant Investment Advisers
Connecticut
$242K +$1.34K +6 +0.5%
KFAS
1391
Keating Financial Advisory Services
Kansas
$241K +$78.2K +350 +46%
RH
1392
RFG Holdings
Texas
$241K +$671 +3 +0.3%
GK
1393
Graney & King
New York
$241K – – –
SL
1394
Salomon & Ludwin
Virginia
$239K -$10.1K -45 -4%
RDWM
1395
Red Door Wealth Management
Tennessee
$239K +$447 +2 +0.2%
PWA
1396
Pitcairn Wealth Advisors
Pennsylvania
$238K – – –
PWAM
1397
Private Wealth Asset Management
Iowa
$238K +$160K +714 +187%
AWM
1398
Accel Wealth Management
Iowa
$238K -$20.6K -92 -8%
FDW
1399
Fourth Dimension Wealth
Ohio
$236K -$77.1K -345 -24%
WCAMG
1400
Woodard & Company Asset Management Group
North Carolina
$236K -$11.2K -50 -4%
54 55
56
57 58