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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
401
NorthLanding Financial Partners
New York
$2.7M -$310K -1,874 -10%
WPWM
402
Windward Private Wealth Management
Kansas
$2.66M -$217K -1,309 -7%
PCP
403
Proficio Capital Partners
Massachusetts
$2.64M +$1.96M +11,835 +245%
SS
404
Simplicity Solutions
Minnesota
$2.63M -$1.24M -7,507 -31%
EWA
405
EverSource Wealth Advisors
Alabama
$2.61M -$81.8K -494 -3%
RA
406
Riversedge Advisors
Delaware
$2.61M +$353K +2,131 +15%
PFG
407
Pinnacle Financial Group
Illinois
$2.6M +$50.2K +303 +2%
QAM
408
Q3 Asset Management
Michigan
$2.59M -$6.26M -37,838 -70%
EWM
409
Evergreen Wealth Management
Michigan
$2.58M +$692K +4,178 +35%
CB
410
Commerce Bank
Missouri
$2.57M -$1.1M -6,673 -29%
EA
411
Eclectic Associates
California
$2.57M -$53.8K -325 -2%
RPSA
412
Richard P. Slaughter Associates
Texas
$2.56M -$48.7K -294 -2%
PFPT
413
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.56M -$649K -3,922 -20%
NL
414
NVWM LLC
Pennsylvania
$2.55M +$1.61M +9,705 +152%
CDH
415
Charles D. Hyman
$2.54M – – –
FFA
416
Farther Finance Advisors
California
$2.46M +$517K +3,124 +25%
FFG
417
Fullen Financial Group
Ohio
$2.44M +$13.2K +80 +0.5%
CC
418
Cypress Capital
Tennessee
$2.43M -$70.7K -427 -3%
IFG
419
Independent Financial Group
California
$2.42M +$1.06M +6,409 +72%
NF
420
Nikulski Financial
Iowa
$2.42M +$236K +1,425 +10%
HWA
421
Heartwood Wealth Advisors
Virginia
$2.42M +$69K +417 +3%
PFA
422
Pathway Financial Advisors
Vermont
$2.41M +$19K +115 +0.8%
LPIC
423
LeJeune Puetz Investment Counsel
Michigan
$2.39M +$245K +1,479 +11%
WF
424
Warner Financial
Maryland
$2.38M +$227K +1,372 +10%
WTFG
425
Wells Trecaso Financial Group
Ohio
$2.38M -$43K -260 -2%
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