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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
426
Zurich Insurance Group
Switzerland
$2.04M – – –
BCA
427
Bay Colony Advisors
Massachusetts
$2.04M +$160K +901 +9%
EA
428
Eclectic Associates
California
$2.02M +$80.9K +455 +4%
D
429
Dentgroup
Louisiana
$2.02M +$2M +11,271 New
RGC
430
Roberts, Glore & Co
Illinois
$2.01M +$206K +1,159 +12%
PA
431
PFG Advisors
Arizona
$2M +$561K +3,156 +39%
ML
432
Mayport LLC
Massachusetts
$2M +$1.99M +11,186 New
LWMNY
433
Landmark Wealth Management (New York)
New York
$2M +$2.4M +13,511 New
VWA
434
Visionary Wealth Advisors
Illinois
$1.99M +$78.8K +443 +4%
APSP
435
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.98M -$183K -1,027 -8%
GCA
436
Gradient Capital Advisors
California
$1.96M -$134K -751 -6%
BCM
437
BTC Capital Management
Iowa
$1.96M +$34.7K +195 +2%
VCM
438
Virtue Capital Management
Tennessee
$1.95M +$331K +1,860 +21%
HI
439
Harbour Investments
Wisconsin
$1.94M -$432K -2,430 -18%
NSIM
440
North Star Investment Management
Illinois
$1.94M +$166K +931 +9%
WBC
441
West Branch Capital
Massachusetts
$1.94M -$38.1K -214 -2%
SJL
442
Shayne & Jacobs LLC
Tennessee
$1.94M – – –
HR
443
Hardy Reed
Mississippi
$1.93M – – –
WTA
444
Washington Trust Advisors
Massachusetts
$1.92M +$1.91M +10,756 New
CA
445
Cornerstone Advisory
Maryland
$1.92M +$235K +1,321 +14%
NFC
446
Northeast Financial Consultants
Connecticut
$1.88M +$48K +270 +3%
NOI
447
Newton One Investments
Delaware
$1.87M -$15.1K -85 -0.8%
LIM
448
Leavell Investment Management
Alabama
$1.86M +$495K +2,781 +37%
SCM
449
Southport Capital Management
Tennessee
$1.85M +$768K +4,319 +72%
FWI
450
Facet Wealth Inc
Maryland
$1.83M +$22.8K +128 +1%
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