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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1526
Sagespring Wealth Partners
Tennessee
$208K -$338K -1,455 -63%
AWG
1527
Altus Wealth Group
Colorado
$207K +$198K +852 New
SIC
1528
Sigma Investment Counselors
Michigan
$207K +$198K +851 New
ARA
1529
Approach Retirement Advisors
Alabama
$207K +$198K +850 New
IA
1530
Invested Advisors
Pennsylvania
$206K +$197K +848 New
LFA
1531
LifeGuide Financial Advisors
Pennsylvania
$205K +$196K +844 New
MSWM
1532
Mowery & Schoenfeld Wealth Management
Illinois
$205K – – –
TF
1533
Tompkins Financial
New York
$205K – – –
ACM
1534
Advisors Capital Management
New Jersey
$205K -$70.9K -305 -27%
BOC
1535
Bull Oak Capital
California
$204K +$196K +841 New
GEA
1536
Glen Eagle Advisors
New Jersey
$204K +$3.02K +13 +2%
TWM
1537
Tanager Wealth Management
United Kingdom
$204K +$195K +838 New
FIG
1538
FSA Investment Group
Florida
$203K +$195K +837 New
IA
1539
IAM Advisory
Pennsylvania
$202K +$194K +833 New
EWM
1540
Elmwood Wealth Management
California
$202K +$194K +832 New
FH
1541
Financial Harvest
Florida
$202K +$194K +832 New
TCM
1542
Timbuktu Capital Management
Massachusetts
$202K +$193K +831 New
PC
1543
Port Capital
Illinois
$200K +$192K +825 New
KSB
1544
Kennebec Savings Bank
Maine
$199K – – –
AIA
1545
Arcadia Investment Advisors
Idaho
$197K – – –
HHGA
1546
Halbert Hargrove Global Advisors
California
$193K -$17.9K -77 -9%
NRC
1547
New Republic Capital
North Carolina
$188K – – –
TFA
1548
Transamerica Financial Advisors
Florida
$181K +$128K +552 +286%
AG
1549
AmeriFlex Group
Nevada
$179K +$91K +391 +113%
SGK
1550
Steigerwald Gordon & Koch
Virginia
$178K +$233 +1 +0.1%
60 61
62
63 64