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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
301
Wealth Quarterback
New Jersey
$4.26M +$199K +1,249 +5%
LG
302
LAM Group
Oregon
$4.25M +$4.26M +26,745 New
DC
303
Davenport & Co
Virginia
$4.23M -$3.18K -20 -0.1%
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22M -$66.6K -418 -2%
MCWS
305
McKinley Carter Wealth Services
West Virginia
$4.2M -$205K -1,286 -5%
FCM
306
Fortis Capital Management
Washington
$4.16M +$4.17M +26,169 New
PFO
307
Pathstone Family Office
New Jersey
$4.15M -$325K -2,044 -7%
TW
308
Towerpoint Wealth
California
$4.15M +$121K +758 +3%
BSB
309
Bangor Savings Bank
Maine
$4.14M -$2.3M -14,457 -36%
AWM
310
Aspire Wealth Management
Massachusetts
$4.12M -$54.3K -341 -1%
IWM
311
IHT Wealth Management
Illinois
$4.1M +$144K +904 +4%
UB
312
UMB Bank
Missouri
$4.08M -$36.5K -229 -0.9%
SFM
313
Signet Financial Management
New Jersey
$4.07M -$142K -893 -3%
BFS
314
Bard Financial Services
Connecticut
$4.06M +$16.2K +102 +0.4%
HP
315
Hyperion Partners
Pennsylvania
$4.01M +$4.02M +25,279 New
BJL
316
Brighton Jones LLC
Washington
$3.93M +$228K +1,429 +6%
HA
317
HFG Advisors
Ohio
$3.92M +$358K +2,249 +10%
WFM
318
Wolff Financial Management
Michigan
$3.92M -$4.23M -26,547 -52%
BSWA
319
Bromfield Sneider Wealth Advisors
Massachusetts
$3.88M +$4.14K +26 +0.1%
MAG
320
MRA Advisory Group
New Jersey
$3.86M -$15.4K -97 -0.4%
SS
321
Simplicity Solutions
Minnesota
$3.83M -$1.85M -11,627 -33%
MIS
322
Morningstar Investment Services
Illinois
$3.81M +$6.37K +40 +0.2%
WIC
323
Willis Investment Counsel
Georgia
$3.8M +$1.01M +6,338 +36%
NFC
324
Northeast Financial Consultants
Connecticut
$3.8M -$332K -2,083 -8%
WCM
325
Windham Capital Management
Massachusetts
$3.8M – – –
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