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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
551
Simon Quick Advisors
New Jersey
$1.72M +$2.22K +12 +0.1%
PVI
552
Pine Valley Investments
New Jersey
$1.71M +$26.8K +145 +2%
CAG
553
Curtis Advisory Group
California
$1.7M +$42.9K +232 +3%
SCG
554
Sonata Capital Group
Washington
$1.7M +$67.4K +365 +4%
IAA
555
Independent Advisor Alliance
North Carolina
$1.69M -$4.43K -24 -0.3%
TFA
556
Tobias Financial Advisors
Florida
$1.69M -$109K -591 -6%
SI
557
Seeds Investor
New York
$1.69M +$1.71M +9,255 New
MA
558
MONECO Advisors
Connecticut
$1.69M +$93.5K +506 +6%
WBC
559
West Branch Capital
Massachusetts
$1.69M -$61.1K -331 -3%
GBT
560
Grove Bank & Trust
Florida
$1.68M -$305K -1,649 -15%
WB
561
WesBanco Bank
West Virginia
$1.68M -$243K -1,317 -13%
WIP
562
WealthCare Investment Partners
Rhode Island
$1.65M -$321K -1,736 -16%
TNBTD
563
Trustmark National Bank Trust Department
Mississippi
$1.64M -$2.08M -11,235 -56%
SCP
564
Stevens Capital Partners
Nebraska
$1.63M +$43.2K +234 +3%
PMG
565
ProVise Management Group
Florida
$1.62M -$124K -671 -7%
MSWMA
566
Market Street Wealth Management Advisors
Indiana
$1.61M -$19.4K -105 -1%
AIA
567
Ally Invest Advisors
North Carolina
$1.6M +$191K +1,033 +13%
NFG
568
Nations Financial Group
Iowa
$1.6M -$1.85K -10 -0.1%
TFS
569
Thoroughbred Financial Services
Tennessee
$1.6M +$430K +2,327 +36%
MFIM
570
Mesirow Financial Investment Management
Illinois
$1.58M -$369 -2 -0%
GPA
571
Guidance Point Advisors
Massachusetts
$1.58M +$369 +2 +0%
PD
572
Planning Directions
Pennsylvania
$1.58M -$98.1K -531 -6%
OCPWS
573
One Charles Private Wealth Services
Massachusetts
$1.57M -$185 -1 -0%
GRP
574
Global Retirement Partners
California
$1.55M -$66.1K -358 -4%
HR
575
Hardy Reed
Mississippi
$1.54M – – –
21 22
23
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