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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
351
McAdam LLC
Pennsylvania
$2.16M +$780K +4,954 +61%
RC
352
Roundview Capital
New Jersey
$2.13M +$5.67K +36 +0.3%
PIMG
353
Patriot Investment Management Group
Tennessee
$2.13M +$2.02M +12,849 New
BWP
354
BSW Wealth Partners
Colorado
$2.12M +$249K +1,579 +14%
ANTB
355
AMG National Trust Bank
Colorado
$2.1M +$128K +812 +7%
BDWCC
356
B&D White Capital Company
Texas
$2.07M +$333K +2,112 +19%
SFP
357
Sterling Financial Planning
New Jersey
$2.06M +$367K +2,331 +23%
FA
358
Fermata Advisors
California
$2.06M +$1.98M +12,591 New
APSP
359
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.01M -$35.4K -225 -2%
GP
360
Girard Partners
Pennsylvania
$2M -$126K -803 -6%
MCCP
361
Mission Creek Capital Partners
California
$1.97M +$177K +1,121 +10%
FWI
362
Facet Wealth Inc
Maryland
$1.95M -$238K -1,514 -11%
MECA
363
Miller Equity Capital Advisors
Texas
$1.95M -$9.45K -60 -0.5%
VFA
364
Voya Financial Advisors
Connecticut
$1.94M -$198K -1,256 -10%
CANC
365
Culbertson A N & Co
Virginia
$1.94M -$59.2K -376 -3%
ZIG
366
Zurich Insurance Group
Switzerland
$1.94M +$1.8M +11,430 New
AFP
367
Ausdal Financial Partners
Iowa
$1.93M +$60.5K +384 +3%
EF
368
Empowered Funds
Pennsylvania
$1.92M – – –
HWA
369
Heartwood Wealth Advisors
Virginia
$1.92M +$150K +951 +9%
KWM
370
Kingsview Wealth Management
Oregon
$1.91M +$755K +4,791 +72%
JFA
371
Johanson Financial Advisors
California
$1.89M -$39.1K -248 -2%
CAM
372
Cresset Asset Management
Illinois
$1.89M -$27.9M -176,915 -94%
HMS
373
Hanseatic Management Services
New Mexico
$1.88M -$234K -1,487 -12%
V
374
Veritable
Delaware
$1.88M – – –
CFD
375
Creative Financial Designs
Indiana
$1.88M +$7.09K +45 +0.4%
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