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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
401
Mayport LLC
Massachusetts
$2.77M +$286K +1,797 +11%
ACA
402
Atlas Capital Advisors
Wyoming
$2.77M +$243K +1,524 +10%
ACM
403
Advisors Capital Management
New Jersey
$2.74M -$166K -1,041 -6%
GWM
404
Greenhouse Wealth Management
Connecticut
$2.72M +$293K +1,842 +12%
SW
405
SlateStone Wealth
Florida
$2.69M -$63K -396 -2%
EWA
406
EverSource Wealth Advisors
Alabama
$2.69M -$6.05K -38 -0.2%
FFG
407
Fullen Financial Group
Ohio
$2.67M +$26.9K +169 +1%
EA
408
Eclectic Associates
California
$2.62M +$418K +2,628 +19%
AAS
409
Ameritas Advisory Services
Nebraska
$2.62M -$679K -4,263 -21%
RPSA
410
Richard P. Slaughter Associates
Texas
$2.61M +$336K +2,113 +15%
VA
411
Valmark Advisers
Ohio
$2.6M -$575K -3,612 -18%
FWM
412
Forza Wealth Management
Florida
$2.58M +$2.59M +16,268 New
SWM
413
Spire Wealth Management
Virginia
$2.56M +$2.21M +13,902 +623%
PFG
414
Pinnacle Financial Group
Illinois
$2.55M -$3.5K -22 -0.1%
CDH
415
Charles D. Hyman
$2.55M – – –
KPWS
416
Kestra Private Wealth Services
Texas
$2.54M +$2.02M +12,711 +388%
CC
417
Cypress Capital
Tennessee
$2.5M -$9.87K -62 -0.4%
V
418
Veritable
Delaware
$2.49M -$796 -5 -0%
CWA
419
CJM Wealth Advisers
Virginia
$2.47M -$15.4K -97 -0.6%
HSA
420
HBK Sorce Advisory
Pennsylvania
$2.47M +$1.93M +12,140 +355%
BC
421
Burleson & Co
California
$2.47M – – –
WTFG
422
Wells Trecaso Financial Group
Ohio
$2.42M -$8.28K -52 -0.3%
FA
423
Faithward Advisors
Pennsylvania
$2.41M -$58.9K -370 -2%
WA
424
WP Advisors
California
$2.41M -$34.1K -214 -1%
PIMG
425
Patriot Investment Management Group
Tennessee
$2.4M -$5.73K -36 -0.3%
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