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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
451
Truvestments Capital
Florida
$277K -$9.96K -71 -3%
MMHP
452
Murphy Middleton Hinkle & Parker
Georgia
$275K – – –
TVWM
453
Tower View Wealth Management
Wisconsin
$275K – – –
CFB
454
Cullen/Frost Bankers
Texas
$274K +$275K +1,963 New
TFS
455
TrustCore Financial Services
Tennessee
$273K – – –
CCP
456
Cardan Capital Partners
Colorado
$270K – – –
AB
457
AT Bancorp
Iowa
$268K – – –
PFA
458
Paradigm Financial Advisors
Missouri
$267K -$6.45K -46 -2%
EWM
459
Empirical Wealth Management
Washington
$266K +$140 +1 +0.1%
MRC
460
Millburn Ridgefield Corp
New York
$266K +$70.5K +503 +36%
CC
461
Cassaday & Co
Virginia
$265K +$75.9K +541 +40%
WWM
462
Windsor Wealth Management
Indiana
$264K -$3.65K -26 -1%
WI
463
Wintrust Investments
Illinois
$262K +$39.3K +280 +18%
AP
464
Appleton Partners
Massachusetts
$251K -$28K -200 -10%
FA
465
FCG Advisors
New Jersey
$250K -$3.37K -24 -1%
FCAG
466
First Capital Advisors Group
New Jersey
$250K +$2.94K +21 +1%
KCPG
467
Kavar Capital Partners Group
Kansas
$248K – – –
CIC
468
Carnegie Investment Counsel
Ohio
$248K +$51.3K +366 +24%
EFSCE
469
Enterprise Financial Services Corp (EFSC)
Missouri
$242K -$12.3K -88 -5%
FWM
470
Frontier Wealth Management
Missouri
$240K -$11.4K -81 -5%
SFS
471
Summit Financial Strategies
Ohio
$240K +$4.91K +35 +2%
SWM
472
Stockman Wealth Management
Montana
$239K – – –
RFC
473
Regions Financial Corp
Alabama
$238K +$5.05K +36 +2%
CC
474
Claybrook Capital
Massachusetts
$236K -$10.5K -75 -4%
MWAC
475
Mariner Wealth Advisors (Cincinnati)
Ohio
$232K +$234K +1,668 New
17 18
19
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