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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1476
Regent Peak Wealth Advisors
Georgia
$228K – – –
SWP
1477
Strategic Wealth Partners
Ohio
$228K -$8.84K -38 -4%
AIS
1478
Accredited Investor Services
Minnesota
$227K -$698 -3 -0.3%
FWP
1479
Forefront Wealth Partners
Texas
$227K +$217K +935 New
SW
1480
Schulz Wealth
Texas
$227K +$217K +932 New
AFG
1481
Artesa Financial Group
Texas
$226K – – –
PHWA
1482
Petersen Hastings Wealth Advisors
Washington
$226K – – –
PFG
1483
PAX Financial Group
Texas
$225K -$930 -4 -0.4%
WAOI
1484
Wealth Advisors of Iowa
Iowa
$225K – – –
DAS
1485
Daybright Advisory Services
Florida
$225K -$13.5K -58 -6%
CGA
1486
Crescent Grove Advisors
Illinois
$225K – – –
IAA
1487
Independent Advisor Alliance
North Carolina
$224K -$1.21M -5,181 -85%
MCP
1488
Miller Capital Partners
Michigan
$224K – – –
BLFG
1489
Brian Low Financial Group
Louisiana
$224K -$12.8K -55 -6%
FA
1490
Fiduciary Alliance
South Carolina
$223K +$214K +919 New
HWMC
1491
Heritage Wealth Management (California)
California
$222K +$213K +915 New
ASBI
1492
American State Bank (Iowa)
Iowa
$222K +$212K +913 New
DCM
1493
Donaldson Capital Management
Indiana
$221K +$212K +910 New
LF
1494
Lantz Financial
Illinois
$221K +$212K +910 New
FPB
1495
First PREMIER Bank
South Dakota
$221K – – –
AO
1496
Advisor OS
Illinois
$221K +$211K +908 New
LB
1497
Legacy Bridge
Iowa
$221K – – –
OFS
1498
Opus Financial Solutions
Illinois
$221K +$211K +908 New
SOWAS
1499
Silver Oak Wealth Advisors Services
California
$220K +$210K +904 New
MFA
1500
Mayflower Financial Advisors
Massachusetts
$220K +$210K +904 New
58 59
60
61 62