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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
401
Cornerstone Advisory
Maryland
$1.59M -$21.6K -126 -1%
FANJ
402
Financial Architects (New Jersey)
New Jersey
$1.57M -$16.6K -97 -1%
REMPR
403
Roof Eidam Maycock Peralta (REMP)
California
$1.56M – – –
SC
404
SouthState Corp
Florida
$1.56M -$119K -694 -7%
IWC
405
Integrated Wealth Concepts
Massachusetts
$1.53M -$66.1K -386 -4%
VCM
406
Virtue Capital Management
Tennessee
$1.53M +$93.3K +545 +6%
TA
407
Trellis Advisors
Washington
$1.52M +$644K +3,763 +72%
HCP
408
Hexagon Capital Partners
Arkansas
$1.51M +$16.9K +99 +1%
SWM
409
SeaCrest Wealth Management
New York
$1.51M +$497K +2,902 +48%
MFS
410
McNamara Financial Services
Massachusetts
$1.51M -$11.1K -65 -0.7%
HH
411
Hilltop Holdings
Texas
$1.5M +$1.52M +8,886 New
TC
412
TAP Consulting
Missouri
$1.5M -$35.1K -205 -2%
HWM
413
Hemington Wealth Management
Virginia
$1.48M +$359K +2,097 +31%
GA
414
GFS Advisors
Texas
$1.48M – – –
QFA
415
Quattro Financial Advisors
Texas
$1.48M +$1.43M +8,359 New
ADL
416
Asset Dedication LLC
California
$1.48M +$39K +228 +3%
CMBA
417
C.M. Bidwell & Associates
Hawaii
$1.47M -$15.2K -89 -1%
MIM
418
Marco Investment Management
Georgia
$1.47M – – –
GBT
419
Grove Bank & Trust
Florida
$1.46M +$54.3K +317 +4%
MA
420
MONECO Advisors
Connecticut
$1.45M -$3.42K -20 -0.2%
PD
421
Planning Directions
Pennsylvania
$1.44M -$69K -403 -5%
EDRH
422
Edmond de Rothschild Holding
Switzerland
$1.42M +$1.44M +8,409 New
COF
423
Capital One Financial
Virginia
$1.42M -$19K -111 -1%
RRC
424
Relaxing Retirement Coach
Massachusetts
$1.42M -$21.6K -126 -1%
JC
425
Jentner Corp
Ohio
$1.42M -$1.03K -6 -0.1%
15 16
17
18 19