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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$338K +$197K +1,512 +141%
ACI
477
Alpha Cubed Investments
California
$338K +$336K +2,587 New
OC
478
Oppenheimer & Co
New York
$326K -$168K -1,294 -34%
WTC
479
WhitTier Trust Company
Nevada
$326K +$26.7K +205 +9%
PWM
480
Perigon Wealth Management
California
$326K +$49.8K +383 +18%
SCA
481
STALEY CAPITAL ADVISERS
Pennsylvania
$321K – – –
BO
482
BRR OpCo
Ohio
$319K +$9.1K +70 +3%
MFG
483
MidWestOne Financial Group
Iowa
$315K +$314K +2,414 New
SWM
484
Sequoia Wealth Management
Illinois
$314K +$39.7K +305 +14%
IAA
485
Ironsides Asset Advisors
North Carolina
$312K -$19.5K -150 -6%
SW
486
SVB Wealth
Massachusetts
$309K +$308K +2,368 New
MIH
487
Meitav Investment House
Israel
$309K +$312K +2,400 New
ESB
488
Essex Savings Bank
Connecticut
$307K – – –
GRP
489
Global Retirement Partners
California
$307K +$36.7K +282 +14%
CHP
490
Cable Hill Partners
Oregon
$304K -$89.1K -685 -23%
BIM
491
Baldwin Investment Management
Pennsylvania
$304K +$1.3K +10 +0.4%
KCPG
492
Kavar Capital Partners Group
Kansas
$304K +$13.9K +107 +5%
ISL
493
Ingalls & Snyder LLC
New York
$303K -$98.2K -755 -25%
BFPW
494
BOK Financial Private Wealth
Colorado
$303K -$10.9K -84 -3%
DPI
495
Diversified Portfolios Inc
Michigan
$299K +$520 +4 +0.2%
CA
496
Clearstead Advisors
Ohio
$294K – – –
WCWM
497
Willow Creek Wealth Management
California
$293K +$650 +5 +0.2%
WA
498
WP Advisors
California
$289K +$1.3K +10 +0.5%
NP
499
NorthRock Partners
Minnesota
$287K +$390 +3 +0.1%
RF
500
RHS Financial
California
$285K -$3.38K -26 -1%
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