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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
476
Alpha Omega Wealth Management
Virginia
$230K +$122K +868 +111%
AWM
477
Altium Wealth Management
New York
$229K -$60.3K -430 -21%
GRP
478
Global Retirement Partners
California
$229K +$119K +846 +106%
SAM
479
Summit Asset Management
Tennessee
$226K +$17.5K +125 +8%
EA
480
Elm Advisors
California
$219K – – –
ACP
481
Arcus Capital Partners
Georgia
$216K -$14K -100 -6%
BF
482
Blankinship & Foster
California
$216K – – –
BW
483
Bison Wealth
Georgia
$215K +$4.07K +29 +2%
B
484
Bridgeworth
Alabama
$214K +$43.3K +309 +20%
SNT
485
Security National Trust
West Virginia
$213K – – –
UR
486
USCA RIA
Texas
$213K – – –
KFGK
487
Keystone Financial Group (Kentucky)
Kentucky
$211K – – –
CAM
488
Concorde Asset Management
Michigan
$210K +$217K +1,549 New
JFG
489
JMG Financial Group
Illinois
$207K – – –
IFA
490
Interactive Financial Advisors
Illinois
$207K +$53K +378 +34%
FFWA
491
FRG Family Wealth Advisors
Washington
$205K -$3.5K -25 -2%
CHA
492
Carmichael Hill & Associates
Maryland
$202K -$14K -100 -6%
CAG
493
Crestwood Advisors Group
Massachusetts
$202K – – –
GG
494
Gofen & Glossberg
Illinois
$202K +$203K +1,450 New
AL
495
Aspiriant LLC
California
$201K +$202K +1,438 New
SYBT
496
Stock Yards Bank & Trust
Kentucky
$201K +$202K +1,440 New
ZB
497
Zions Bancorporation
Utah
$201K +$202K +1,442 New
PFGIA
498
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$21.5K +153 +12%
RVPG
499
Relative Value Partners Group
$196K +$196K +1,400 New
ONST
500
Old North State Trust
North Carolina
$192K +$194K +1,383 New
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