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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
QLSGSCF
251
Quent Long Short Global Small Cap Fund
New York
$7.96M +$7.87M +37,595 New
WT
252
Whittier Trust
California
$7.95M -$6.28K -30 -0.1%
DM
253
Diversified Management
Wisconsin
$7.94M +$7.85M +37,476 New
BFS
254
Bradley Foster & Sargent
Connecticut
$7.86M -$287K -1,370 -4%
AFO
255
Aurelius Family Office
New Hampshire
$7.85M +$381K +1,818 +5%
FF
256
Fairway Financial
Florida
$7.85M +$251K +1,201 +3%
FFA
257
Farther Finance Advisors
California
$7.82M +$183K +872 +2%
RZH
258
Relyea Zuckerberg Hanson
Connecticut
$7.79M -$412K -1,966 -5%
CFO
259
Collective Family Office
Pennsylvania
$7.78M -$383K -1,830 -5%
ECM
260
Elgethun Capital Management
South Dakota
$7.75M +$543K +2,593 +8%
AAS
261
Ameritas Advisory Services
Nebraska
$7.68M +$4.45M +21,257 +142%
ST
262
Spinnaker Trust
Maine
$7.66M -$98K -468 -1%
WLIM
263
White Lighthouse Investment Management
Massachusetts
$7.62M +$216K +1,032 +3%
MYIA
264
Mount Yale Investment Advisors
Colorado
$7.56M +$2.39M +11,395 +47%
AWA
265
Arbor Wealth Advisors
Michigan
$7.56M +$14.2K +68 +0.2%
TC
266
Tacita Capital
Ontario, Canada
$7.48M -$20.9K -100 -0.3%
MFWP
267
Mosaic Family Wealth Partners
Missouri
$7.46M +$47.1K +225 +0.6%
CWM
268
Cornerstone Wealth Management
Missouri
$7.45M -$444K -2,120 -6%
GCM
269
Granby Capital Management
Florida
$7.41M – – –
ACA
270
Ackerman Capital Advisors
Texas
$7.41M +$13K +62 +0.2%
CRA
271
Clear Retirement Advice
California
$7.41M +$6.79M +32,436 New
NJIM
272
Nabity-Jensen Investment Management
Nebraska
$7.38M +$39.2K +187 +0.5%
PRP
273
Peak Retirement Planning
Ohio
$7.36M +$607K +2,900 +9%
AA
274
Atmos Advisory
Pennsylvania
$7.25M +$371K +1,772 +5%
IWM
275
Inlight Wealth Management
Georgia
$7.24M +$3.84M +18,349 +116%
9 10
11
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