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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
551
Shayne & Jacobs LLC
Tennessee
$2.65M -$11.6K -50 -0.5%
VA
552
Vestwell Advisors
New York
$2.64M – – –
MSA
553
Marino Stram & Associates
Massachusetts
$2.63M +$271K +1,167 +12%
BP
554
Ballentine Partners
Massachusetts
$2.62M +$60.9K +262 +2%
WP
555
WealthShield Partners
North Carolina
$2.62M -$1.12M -4,819 -31%
PFS
556
Prospera Financial Services
Texas
$2.62M -$17K -73 -0.7%
SMA
557
Sage Mountain Advisors
Georgia
$2.62M -$233 -1 -0%
TC
558
Trust Company
Kansas
$2.62M +$488K +2,097 +24%
PA
559
Powerhouse Assets
Massachusetts
$2.62M -$7.21K -31 -0.3%
WA
560
Waystone Advisors
Washington
$2.61M +$359K +1,542 +17%
BAMG
561
Brand Asset Management Group
Missouri
$2.6M -$140K -601 -5%
MC
562
Matisse Capital
Oregon
$2.59M – – –
MA
563
MONECO Advisors
Connecticut
$2.58M +$89.3K +384 +4%
SI
564
Seeds Investor
New York
$2.55M -$17.9K -77 -0.7%
ST
565
Sageworth Trust
Pennsylvania
$2.55M -$1.05M -4,500 -30%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$2.55M +$418K +1,795 +21%
KWA
567
Kingswood Wealth Advisors
California
$2.55M +$144K +621 +6%
FWI
568
Facet Wealth Inc
Maryland
$2.55M -$4.7M -20,185 -66%
CA
569
Clune & Associates
Illinois
$2.53M -$423K -1,817 -15%
PL
570
Plancorp LLC
Missouri
$2.53M -$284K -1,222 -10%
SWP
571
Stratos Wealth Partners
Ohio
$2.53M +$117K +504 +5%
SFP
572
Sterling Financial Planning
New Jersey
$2.52M -$6.28K -27 -0.3%
MSF
573
Mustard Seed Financial
Arkansas
$2.51M +$29.3K +126 +1%
NP
574
NorthRock Partners
Minnesota
$2.51M -$261K -1,121 -10%
FAI
575
Fiduciary Advisors Inc
Missouri
$2.5M -$85.1K -366 -3%
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