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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
126
ARS Wealth Advisors Group
Florida
$13.4M +$679K +3,819 +5%
SFP
127
Shepherd Financial Partners
Massachusetts
$13.2M +$386K +2,173 +3%
KAS
128
Kestra Advisory Services
Texas
$13.1M -$2.61M -14,687 -17%
BPA
129
Beacon Pointe Advisors
California
$13M -$1.16M -6,496 -8%
AW
130
Avion Wealth
Texas
$12.8M +$440K +2,476 +4%
FPIS
131
Financial Planning & Information Services
Wisconsin
$12.7M -$139K -780 -1%
AAP
132
Arax Advisory Partners
Colorado
$12.6M -$811K -4,560 -6%
TYCC
133
Texas Yale Capital Corp
Florida
$12.3M +$21K +118 +0.2%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$15.7K -88 -0.1%
BAM
135
Baldrige Asset Management
Pennsylvania
$12.1M -$36.8K -207 -0.3%
JIC
136
Johnson Investment Counsel
Ohio
$12M +$51K +287 +0.4%
PSUF
137
People's United Financial
Connecticut
$12M -$6.18M -34,769 -34%
PIFP
138
Partners in Financial Planning
Virginia
$11.9M +$453K +2,547 +4%
FM
139
Foster & Motley
Ohio
$11.9M +$717K +4,033 +6%
PFM
140
Phillips Financial Management
Indiana
$11.9M -$94.3K -530 -0.8%
SWM
141
Shakespeare Wealth Management
Wisconsin
$11.8M +$568K +3,194 +5%
EI
142
Ellevest Inc
New York
$11.8M +$482K +2,709 +4%
EDRIA
143
Edmonds Duncan Registered Investment Advisors
Kansas
$11.6M +$388K +2,184 +3%
TFP
144
TrueWealth Financial Partners
Washington
$11.4M +$11.3M +63,776 New
HCMT
145
Highland Capital Management (Tennessee)
Tennessee
$11.2M +$49.6K +279 +0.4%
AI
146
Atria Investments
North Carolina
$11.2M +$3.71M +20,873 +50%
BF
147
Blankinship & Foster
California
$11.1M +$378K +2,123 +4%
WIA
148
World Investment Advisors
California
$10.9M +$10.6M +59,659 +2,197%
RVPG
149
Relative Value Partners Group
$10.8M +$2.21M +12,413 +26%
PWM
150
Praetorian Wealth Management
California
$10.7M +$297K +1,668 +3%
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