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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
526
Gradient Capital Advisors
California
$1.55M -$66.9K -420 -4%
CS
527
Capital Square
Tennessee
$1.55M +$38.2K +240 +3%
LFP
528
Leeward Financial Partners
Washington
$1.54M +$68.1K +428 +5%
GP
529
Girard Partners
Pennsylvania
$1.54M +$12.6K +79 +0.8%
BEAM
530
Baker Ellis Asset Management
Washington
$1.53M -$14.5K -91 -0.9%
SW
531
SVB Wealth
Massachusetts
$1.52M +$979K +6,148 +178%
KAM
532
Kraft Asset Management
Tennessee
$1.52M – – –
WS
533
Wedbush Securities
California
$1.52M +$550K +3,453 +56%
CW
534
CreativeOne Wealth
Kansas
$1.52M +$1.12M +7,024 +277%
PA
535
Probity Advisors
Texas
$1.51M +$40K +251 +3%
MOS
536
MGO One Seven
Ohio
$1.5M +$454K +2,849 +43%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$1.49M – – –
LFA
538
Level Financial Advisors
New York
$1.46M -$1.18M -7,397 -45%
MWM
539
Meridian Wealth Management
Kentucky
$1.46M -$37.7K -237 -3%
IAA
540
Independent Advisor Alliance
North Carolina
$1.44M -$1.43K -9 -0.1%
ECM
541
Elgethun Capital Management
South Dakota
$1.43M -$33.9K -213 -2%
TP
542
Tranquility Partners
Tennessee
$1.43M +$235K +1,477 +20%
PD
543
Planning Directions
Pennsylvania
$1.43M -$5.09K -32 -0.4%
CIC
544
Carnegie Investment Counsel
Ohio
$1.43M +$31.4K +197 +2%
FA
545
Fermata Advisors
California
$1.42M -$110K -690 -7%
EAM
546
Evanson Asset Management
California
$1.41M -$75.8K -476 -5%
ADL
547
Asset Dedication LLC
California
$1.41M -$16.2K -102 -1%
IFG
548
Independent Financial Group
California
$1.41M +$196K +1,230 +16%
BS
549
Boenning & Scattergood
Pennsylvania
$1.4M +$517K +3,246 +69%
LC
550
Lindbrook Capital
California
$1.4M – – –
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