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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
376
Cedar Brook Financial Partners
Ohio
$1.25M +$8.64K +67 +0.8%
GWM
377
Greenhouse Wealth Management
Connecticut
$1.25M +$1.13M +8,752 New
MA
378
MONECO Advisors
Connecticut
$1.23M +$15.5K +120 +1%
MFS
379
McNamara Financial Services
Massachusetts
$1.23M – – –
PFPT
380
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.23M +$6.19K +48 +0.6%
HCP
381
Hexagon Capital Partners
Arkansas
$1.23M -$2.58K -20 -0.2%
BC
382
Burney Company
Virginia
$1.22M +$165K +1,280 +17%
BDF
383
Black Diamond Financial
Maryland
$1.22M +$516 +4 +0%
MIM
384
Marco Investment Management
Georgia
$1.22M +$12.9K +100 +1%
LCM
385
Liberty Capital Management
Michigan
$1.22M +$1.1M +8,552 New
FPS
386
Fieldpoint Private Securities
Connecticut
$1.22M +$667K +5,168 +153%
FCM
387
Firestone Capital Management
Florida
$1.21M +$1.09M +8,422 +10,026%
ML
388
McAdam LLC
Pennsylvania
$1.21M +$532K +4,126 +104%
TPCW
389
TD Private Client Wealth
New York
$1.21M -$86K -667 -7%
MFT
390
Moisand Fitzgerald Tamayo
Florida
$1.2M -$36.4K -282 -3%
FANJ
391
Financial Architects (New Jersey)
New Jersey
$1.19M -$263K -2,035 -20%
MHIC
392
Marble Harbor Investment Counsel
Massachusetts
$1.19M +$12.9K +100 +1%
SWP
393
Stratos Wealth Partners
Ohio
$1.18M -$2.73M -21,169 -72%
TCM
394
Telos Capital Management
California
$1.18M +$21K +163 +2%
GBT
395
Grove Bank & Trust
Florida
$1.18M -$50.6K -392 -5%
SWM
396
SVA Wealth Management
Wisconsin
$1.17M -$124K -962 -10%
FHA
397
Flagship Harbor Advisors
Massachusetts
$1.17M +$91.6K +710 +9%
SFP
398
Strategic Financial Partners
Oregon
$1.15M +$4.39K +34 +0.4%
GPA
399
Guidance Point Advisors
Massachusetts
$1.15M +$6.45K +50 +0.6%
GWM
400
Geneos Wealth Management
Colorado
$1.14M +$432K +3,351 +61%
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