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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
W
551
WealthOne
New York
$201K -$3.77K -29 -2%
IFWM
552
Institute for Wealth Management
Colorado
$200K -$53.2K -409 -21%
AL
553
Aspiriant LLC
California
$200K -$30.6K -235 -13%
SNT
554
Security National Trust
West Virginia
$199K – – –
ZB
555
Zions Bancorporation
Utah
$188K – – –
SBL
556
Sargent Bickham Lagudis
Colorado
$187K – – –
WEC
557
Winslow Evans & Crocker
Massachusetts
$186K +$21.1K +162 +13%
BAM
558
Belpointe Asset Management
Nevada
$177K +$176K +1,353 New
CC
559
Cassaday & Co
Virginia
$167K -$17.9K -138 -10%
DWM
560
Doyle Wealth Management
Florida
$165K +$164K +1,261 New
CB
561
Community Bank
New York
$164K – – –
SSB
562
Sandy Spring Bank
Maryland
$157K +$1.17K +9 +0.8%
BCI
563
Brinker Capital Investments
Pennsylvania
$156K +$81.4K +626 +111%
PFBT
564
Parkside Financial Bank & Trust
Missouri
$150K -$8.19K -63 -5%
BWM
565
BerganKDV Wealth Management
Minnesota
$144K -$6.63K -51 -4%
PB
566
Pinnacle Bancorp
Nebraska
$142K – – –
CFN
567
Cordasco Financial Network
Florida
$141K +$390 +3 +0.3%
CAC
568
Certified Advisory Corp
Florida
$141K +$2.6K +20 +2%
VCM
569
Vigilant Capital Management
Maine
$141K +$120K +921 +576%
AIM
570
Advantage Investment Management
Iowa
$137K -$48.5K -373 -26%
FMB
571
Field & Main Bank
Kentucky
$131K – – –
RE
572
RBC Europe
United Kingdom
$131K – – –
S
573
SignatureFD
Georgia
$126K -$7.02K -54 -5%
JGIA
574
Jackson Grant Investment Advisers
Connecticut
$126K +$520 +4 +0.4%
FPB
575
First PREMIER Bank
South Dakota
$119K – – –
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