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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1451
Blue Bell Private Wealth Management
Pennsylvania
$44.7K +$9.2K +45 +27%
KFP
1452
Kerr Financial Planning
California
$43.2K +$43.1K +211 New
RA
1453
Rise Advisors
New York
$43K -$7.36K -36 -15%
HFS
1454
Hantz Financial Services
Michigan
$43K – – –
JFA
1455
JNBA Financial Advisors
Minnesota
$42.6K – – –
EB
1456
Eastern Bank
Massachusetts
$42.4K – – –
OCM
1457
Orion Capital Management
California
$40.9K – – –
CFS
1458
Compass Financial Services
Iowa
$40.9K +$204 +1 +0.5%
MEG
1459
Millstone Evans Group
Colorado
$40.5K – – –
PS
1460
Pinney & Scofield
Massachusetts
$40.1K – – –
MPCG
1461
Matrix Private Capital Group
New York
$39.8K – – –
HWA
1462
Heritage Wealth Advisors
Virginia
$38.2K – – –
FRA
1463
Front Row Advisors
California
$37.1K – – –
RPA
1464
Redwood Park Advisors
California
$36.9K -$4.7K -23 -12%
FGAM
1465
Financial Gravity Asset Management
Texas
$35.5K +$34.8K +170 New
OP
1466
ORG Partners
Indiana
$34.2K – – –
TFG
1467
Team Financial Group
California
$32.6K – – –
BCM
1468
Blume Capital Management
California
$31.9K +$1.02K +5 +3%
T
1469
Transce3nd
Texas
$30.1K -$813K -3,978 -96%
DAM
1470
Delta Asset Management
Tennessee
$29.8K – – –
BL
1471
Balentine LLC
Georgia
$29.4K +$28.8K +141 New
WA
1472
Westfuller Advisors
New York
$28.9K +$28.2K +138 New
RWS
1473
Retirement Wealth Solutions
Wisconsin
$26.5K -$25.1K -123 -49%
HPIA
1474
Hamilton Point Investment Advisors
North Carolina
$26K – – –
MAM
1475
Marquette Asset Management
Minnesota
$25.9K – – –
57 58
59
60 61