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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
451
Murphy Middleton Hinkle & Parker
Georgia
$275K – – –
TVWM
452
Tower View Wealth Management
Wisconsin
$275K – – –
CFB
453
Cullen/Frost Bankers
Texas
$274K +$275K +1,963 New
TFS
454
TrustCore Financial Services
Tennessee
$273K – – –
CCP
455
Cardan Capital Partners
Colorado
$270K – – –
AB
456
AT Bancorp
Iowa
$268K – – –
PFA
457
Paradigm Financial Advisors
Missouri
$267K -$6.45K -46 -2%
EWM
458
Empirical Wealth Management
Washington
$266K +$140 +1 +0.1%
MRC
459
Millburn Ridgefield Corp
New York
$266K +$70.5K +503 +36%
CC
460
Cassaday & Co
Virginia
$265K +$75.9K +541 +40%
WWM
461
Windsor Wealth Management
Indiana
$264K -$3.65K -26 -1%
WI
462
Wintrust Investments
Illinois
$262K +$39.3K +280 +18%
AP
463
Appleton Partners
Massachusetts
$251K -$28K -200 -10%
FA
464
FCG Advisors
New Jersey
$250K -$3.37K -24 -1%
FCAG
465
First Capital Advisors Group
New Jersey
$250K +$2.94K +21 +1%
KCPG
466
Kavar Capital Partners Group
Kansas
$248K – – –
CIC
467
Carnegie Investment Counsel
Ohio
$248K +$51.3K +366 +24%
EFSCE
468
Enterprise Financial Services Corp (EFSC)
Missouri
$242K -$12.3K -88 -5%
FWM
469
Frontier Wealth Management
Missouri
$240K -$11.4K -81 -5%
SFS
470
Summit Financial Strategies
Ohio
$240K +$4.91K +35 +2%
SWM
471
Stockman Wealth Management
Montana
$239K – – –
RFC
472
Regions Financial Corp
Alabama
$238K +$5.05K +36 +2%
CC
473
Claybrook Capital
Massachusetts
$236K -$10.5K -75 -4%
MWAC
474
Mariner Wealth Advisors (Cincinnati)
Ohio
$232K +$234K +1,668 New
JFA
475
JNBA Financial Advisors
Minnesota
$230K +$112K +801 +95%
17 18
19
20 21