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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
526
Sheaff Brock Investment Advisors
Indiana
$381K – – –
SW
527
SkyOak Wealth
Michigan
$381K +$369K +2,782 New
EPWM
528
Essex Private Wealth Management
Massachusetts
$379K +$367K +2,768 New
LFS
529
Lutz Financial Services
Nebraska
$366K +$132 +1 +0%
TC
530
TownSquare Capital
Utah
$364K -$3.18K -24 -0.9%
SFP
531
Shepherd Financial Partners
Massachusetts
$362K +$377K +2,848 New
BWM
532
Baystate Wealth Management
Massachusetts
$361K -$35.4K -267 -9%
WQ
533
Wealth Quarterback
New Jersey
$361K +$48.4M +365,547 New
EPA
534
Element Pointe Advisors
Florida
$360K – – –
MWM
535
Meridian Wealth Management
Kentucky
$359K -$1.72K -13 -0.5%
S
536
SignatureFD
Georgia
$354K +$202K +1,523 +143%
OFS
537
Orrstown Financial Services
Pennsylvania
$352K -$69.4K -524 -17%
PIA
538
Pinion Investment Advisors
Kansas
$352K +$8.88K +67 +3%
JFG
539
JMG Financial Group
Illinois
$351K +$340K +2,563 New
ISL
540
Ingalls & Snyder LLC
New York
$350K +$28.5K +215 +9%
KA
541
Klingman & Associates
New York
$348K +$337K +2,542 New
VVP
542
Venture Visionary Partners
Ohio
$345K +$334K +2,519 New
WTC
543
WhitTier Trust Company
Nevada
$343K – – –
ESB
544
Essex Savings Bank
Connecticut
$337K +$3.97K +30 +1%
NP
545
NorthRock Partners
Minnesota
$336K -$1.72K -13 -0.5%
KWM
546
Kingsview Wealth Management
Oregon
$334K -$58.6K -442 -15%
BO
547
BRR OpCo
Ohio
$333K +$2.25K +17 +0.7%
GRP
548
Global Retirement Partners
California
$328K -$21.7K -164 -6%
IAA
549
Ironsides Asset Advisors
North Carolina
$328K – – –
ACI
550
Alpha Cubed Investments
California
$325K -$1.85K -14 -0.6%
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22
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