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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1576
Heritage Financial Services
Massachusetts
– -$250K -1,260 Closed
B
1577
BetterWealth
California
– -$248K -1,249 Closed
GL
1578
Graypoint LLC
New York
– -$247K -1,248 Closed
NI
1579
NDVR Inc
Massachusetts
– -$241K -1,215 Closed
SBIA
1580
Sheaff Brock Investment Advisors
Indiana
– -$234K -1,182 Closed
BCA
1581
Bay Capital Advisors
Virginia
– -$234K -1,179 Closed
PTP
1582
Platform Technology Partners
New York
– -$232K -1,172 Closed
LGWM
1583
Litman Gregory Wealth Management
California
– -$232K -1,169 Closed
SCA
1584
Sage Capital Advisors
South Dakota
– -$231K -1,164 Closed
MWA
1585
Midland Wealth Advisors
Illinois
– -$229K -1,155 Closed
CWL
1586
Causey Wealth LLC
Colorado
– -$226K -1,141 Closed
WKSWA
1587
White Knight Strategic Wealth Advisors
New Jersey
– -$224K -1,130 Closed
ACM
1588
Advance Capital Management
Michigan
– -$221K -1,118 Closed
GA
1589
Greenspring Advisors
Maryland
– -$221K -1,116 Closed
IAG
1590
Investment Advisory Group
Massachusetts
– -$220K -1,108 Closed
MFS
1591
Madrona Financial Services
Washington
– -$219K -1,104 Closed
LA
1592
Lifeworks Advisors
Michigan
– -$213K -1,076 Closed
CWP
1593
Core Wealth Partners
California
– -$213K -1,073 Closed
BFA
1594
Beaumont Financial Advisors
Massachusetts
– -$212K -1,068 Closed
CCP
1595
Carmel Capital Partners
California
– -$211K -1,065 Closed
PAW
1596
Plan A Wealth
Nebraska
– -$211K -1,065 Closed
BFG
1597
Baron Financial Group
New Jersey
– -$210K -1,061 Closed
RPWA
1598
Regent Peak Wealth Advisors
Georgia
– -$209K -1,057 Closed
BWS
1599
BCR Wealth Strategies
Alabama
– -$209K -1,056 Closed
PIA
1600
Pinion Investment Advisors
Kansas
– -$209K -1,053 Closed
62 63
64
65 66