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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1401
Horizon Financial Services
North Carolina
$39.3K -$47K -238 -53%
CSWG
1402
Cardinal Strategic Wealth Guidance
Kentucky
$39.1K – – –
PWM
1403
Parkworth Wealth Management
California
$39.1K +$395 +2 +1%
KFP
1404
Keener Financial Planning
Texas
$38K -$20.9K -106 -34%
HFS
1405
Hantz Financial Services
Michigan
$38K +$40.3K +204 New
EB
1406
Eastern Bank
Massachusetts
$37.8K +$8.1K +41 +25%
RPA
1407
Redwood Park Advisors
California
$37.3K – – –
WT
1408
Washington Trust
Rhode Island
$37.3K – – –
OCM
1409
Orion Capital Management
California
$36.5K – – –
RWM
1410
Ruedi Wealth Management
Illinois
$36.1K +$198 +1 +0.5%
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
NECFA
1412
New England Capital Financial Advisors
Connecticut
$36K -$15.7M -79,433 -100%
PS
1413
Pinney & Scofield
Massachusetts
$35.8K – – –
GFPC
1414
Global Financial Private Client
Florida
$35.4K – – –
MPCG
1415
Matrix Private Capital Group
New York
$35.4K – – –
PSFG
1416
Park Square Financial Group
Georgia
$35.4K – – –
WF
1417
Wayfinding Financial
Washington
$35K +$37.7K +191 New
MEG
1418
Millstone Evans Group
Colorado
$34.5K – – –
WB
1419
Webster Bank
Connecticut
$33.5K – – –
FW
1420
Fairway Wealth
Ohio
$31.9K +$790 +4 +2%
BBPWM
1421
Blue Bell Private Wealth Management
Pennsylvania
$31.5K – – –
DRP
1422
Decker Retirement Planning
Utah
$31.1K -$45.8K -232 -58%
OP
1423
ORG Partners
Indiana
$30.6K +$31.4K +159 +3,180%
CSC
1424
Caldwell Sutter Capital
California
$26.6K – – –
DAM
1425
Delta Asset Management
Tennessee
$26.6K – – –
55 56
57
58 59