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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1601
Regent Peak Wealth Advisors
Georgia
– -$209K -1,057 Closed
BWS
1602
BCR Wealth Strategies
Alabama
– -$209K -1,056 Closed
PIA
1603
Pinion Investment Advisors
Kansas
– -$209K -1,053 Closed
OFG
1604
Omega Financial Group
California
– -$208K -1,052 Closed
IAG
1605
Ipsen Advisor Group
Arkansas
– -$205K -1,036 Closed
TPA
1606
Trivium Point Advisory
Connecticut
– -$205K -1,036 Closed
AAS
1607
Annex Advisory Services
Wisconsin
– -$205K -1,035 Closed
M
1608
MATAURO
New York
– -$204K -1,031 Closed
MPM
1609
Meritage Portfolio Management
Kansas
– -$204K -1,031 Closed
ET
1610
Equitable Trust
Tennessee
– -$204K -1,030 Closed
OHIS
1611
Oak Harvest Investment Services
Texas
– -$202K -1,019 Closed
RFN
1612
RDA Financial Network
Iowa
– -$202K -1,017 Closed
CG
1613
CFO4Life Group
Texas
– -$201K -1,013 Closed
NG
1614
Northstar Group
New York
– -$201K -1,013 Closed
GAM
1615
Griffin Asset Management
New York
– -$200K -1,010 Closed
SAM
1616
Synergy Asset Management
Washington
– -$138K -685 Closed
CCP
1617
Clarkston Capital Partners
Michigan
– -$116K -586 Closed
EFP
1618
EnRich Financial Partners
Wisconsin
– -$109K -551 Closed
OC
1619
Oarsman Capital
Wisconsin
– -$106K -533 Closed
PCWA
1620
Pacific Capital Wealth Advisors
California
– -$98.5K -497 Closed
FA
1621
Fedenia Advisers
Wisconsin
– -$83.2K -420 Closed
LDB
1622
Lee, Danner & Bass
Tennessee
– -$69.4K -350 Closed
MFG
1623
Menard Financial Group
Texas
– -$57.5K -290 Closed
DMIC
1624
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$46.6K -235 Closed
PC
1625
Promus Capital
Illinois
– -$46.2K -233 Closed
63 64
65
66 67