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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
626
Tranquility Partners
Tennessee
$1.75M -$48.2K -230 -3%
VA
627
Vestwell Advisors
New York
$1.74M – – –
CSB
628
City State Bank
Iowa
$1.73M – – –
SB
629
Strategic Blueprint
Georgia
$1.73M +$320K +1,530 +23%
GVAG
630
Great Valley Advisor Group
Delaware
$1.73M +$78.9K +377 +5%
FCI
631
Financial Counselors Inc
Kansas
$1.72M -$1.05M -5,017 -38%
KA
632
Klingman & Associates
New York
$1.7M +$868K +4,144 +107%
SI
633
Stirlingshire Investments
New York
$1.69M +$1.67M +7,975 New
SHFA
634
SC&H Financial Advisors
Maryland
$1.68M +$131K +624 +9%
OFS
635
OneAscent Financial Services
Alabama
$1.68M +$128K +612 +8%
TNBTD
636
Trustmark National Bank Trust Department
Mississippi
$1.66M +$256K +1,221 +18%
MSWM
637
McGlone Suttner Wealth Management
Wisconsin
$1.66M -$23.7K -113 -1%
MGWA
638
Monument Group Wealth Advisors
Massachusetts
$1.65M -$88.4K -422 -5%
BF
639
BOK Financial
Oklahoma
$1.65M -$173K -824 -10%
CCA
640
Clarity Capital Advisors
Florida
$1.64M +$14.2K +68 +0.9%
RFS
641
Richardson Financial Services
Massachusetts
$1.63M +$55.3K +264 +4%
FFN
642
Focus Financial Network
Minnesota
$1.62M -$81.2K -388 -5%
AW
643
Alteri Wealth
California
$1.61M +$92.5K +442 +6%
TCOV
644
Trust Company of Vermont
Vermont
$1.6M -$86.7K -414 -5%
IWC
645
Infinity Wealth Counsel
Ohio
$1.59M +$36.6K +175 +2%
HIA
646
Harbor Investment Advisory
Maryland
$1.59M +$656K +3,132 +72%
BWM
647
BigSur Wealth Management
Florida
$1.58M – – –
MSWMA
648
Market Street Wealth Management Advisors
Indiana
$1.58M -$40.6K -194 -3%
HR
649
Hardy Reed
Mississippi
$1.57M – – –
BEAM
650
Baker Ellis Asset Management
Washington
$1.56M +$49.4K +236 +3%
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