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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMA
526
Roffman Miller Associates
Pennsylvania
$389K +$2.65K +20 +0.7%
RPWA
527
Regent Peak Wealth Advisors
Georgia
$387K +$374K +2,825 New
NAS
528
Nicolet Advisory Services
Wisconsin
$383K -$2.12K -16 -0.6%
BCA
529
Bay Colony Advisors
Massachusetts
$381K -$181K -1,363 -33%
SBIA
530
Sheaff Brock Investment Advisors
Indiana
$381K – – –
SW
531
SkyOak Wealth
Michigan
$381K +$369K +2,782 New
EPWM
532
Essex Private Wealth Management
Massachusetts
$379K +$367K +2,768 New
LFS
533
Lutz Financial Services
Nebraska
$366K +$132 +1 +0%
TC
534
TownSquare Capital
Utah
$364K -$3.18K -24 -0.9%
SFP
535
Shepherd Financial Partners
Massachusetts
$362K +$377K +2,848 New
BWM
536
Baystate Wealth Management
Massachusetts
$361K -$35.4K -267 -9%
WQ
537
Wealth Quarterback
New Jersey
$361K +$349K +2,631 New
EPA
538
Element Pointe Advisors
Florida
$360K – – –
MWM
539
Meridian Wealth Management
Kentucky
$359K -$1.72K -13 -0.5%
S
540
SignatureFD
Georgia
$354K +$202K +1,523 +143%
OFS
541
Orrstown Financial Services
Pennsylvania
$352K -$69.4K -524 -17%
PIA
542
Pinion Investment Advisors
Kansas
$352K +$8.88K +67 +3%
JFG
543
JMG Financial Group
Illinois
$351K +$340K +2,563 New
ISL
544
Ingalls & Snyder LLC
New York
$350K +$28.5K +215 +9%
KA
545
Klingman & Associates
New York
$348K +$337K +2,542 New
VVP
546
Venture Visionary Partners
Ohio
$345K +$334K +2,519 New
WTC
547
WhitTier Trust Company
Nevada
$343K – – –
ESB
548
Essex Savings Bank
Connecticut
$337K +$3.97K +30 +1%
NP
549
NorthRock Partners
Minnesota
$336K -$1.72K -13 -0.5%
KWM
550
Kingsview Wealth Management
Oregon
$334K -$58.6K -442 -15%
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