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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1426
MASECO Private Wealth
$205K +$202K +967 New
TC
1427
TAGStone Capital
North Carolina
$205K – – –
HIS
1428
Harvest Investment Services
Illinois
$204K +$202K +965 New
JA
1429
JVL Associates
Michigan
$204K – – –
HGWM
1430
Horst & Graben Wealth Management
Oregon
$204K +$201K +962 New
PW
1431
PUREfi Wealth
Massachusetts
$203K +$200K +957 New
OHIS
1432
Oak Harvest Investment Services
Texas
$202K +$200K +956 New
SNBOSD
1433
Security National Bank of So Dak
Iowa
$202K +$200K +954 New
AWM
1434
Abound Wealth Management
Tennessee
$201K -$3.98K -19 -2%
CG
1435
CFO4Life Group
Texas
$201K +$198K +947 New
LCA
1436
Legend Capital Advisors
New York
$200K +$198K +946 New
MCP
1437
Miller Capital Partners
Michigan
$195K +$193K +920 New
FPB
1438
First PREMIER Bank
South Dakota
$193K – – –
HHGA
1439
Halbert Hargrove Global Advisors
California
$185K +$32.9K +157 +22%
BFS
1440
Bare Financial Services
Pennsylvania
$185K – – –
OA
1441
Operose Advisors
Wisconsin
$184K +$209 +1 +0.1%
AWM
1442
Angeles Wealth Management
California
$181K – – –
MSWM
1443
Mowery & Schoenfeld Wealth Management
Illinois
$179K – – –
BWL
1444
Bogart Wealth LLC
Virginia
$175K -$73.3K -350 -30%
W
1445
WealthCollab
Washington
$174K – – –
KSB
1446
Kennebec Savings Bank
Maine
$173K – – –
AIA
1447
Arcadia Investment Advisors
Idaho
$172K – – –
GEA
1448
Glen Eagle Advisors
New Jersey
$169K +$10.9K +52 +7%
PG
1449
Proffitt & Goodson
Tennessee
$166K – – –
NRC
1450
New Republic Capital
North Carolina
$164K -$5.86K -28 -3%
56 57
58
59 60