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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
651
Grimes & Company
Massachusetts
$512K – – –
MW
652
Marcum Wealth
Ohio
$512K +$7.11K +41 +1%
DWT
653
Dorsey & Whitney Trust
South Dakota
$504K -$6.93K -40 -1%
PG
654
Prostatis Group
Maryland
$503K -$43.8K -253 -8%
RA
655
Resolute Advisors
California
$502K +$1.73K +10 +0.3%
AIM
656
Anchor Investment Management
South Carolina
$502K +$36.7K +212 +8%
PBF
657
Petix & Botte Financial
California
$500K -$71.4K -412 -13%
BWP
658
Baldwin Wealth Partners
Massachusetts
$495K +$10.1K +58 +2%
TSS
659
Two Sigma Securities
New York
$495K +$494K +2,853 New
IC
660
IEQ Capital
California
$494K +$493K +2,844 New
RWI
661
Red Wave Investments
Pennsylvania
$493K – – –
GT
662
Glenview Trust
Kentucky
$487K – – –
EPWM
663
Essex Private Wealth Management
Massachusetts
$481K – – –
NFP
664
Novak Financial Planning
Maryland
$479K +$251K +1,451 +111%
CHC
665
City Holding Co
West Virginia
$476K +$186K +1,071 +64%
BFC
666
Bedel Financial Consulting
Indiana
$474K -$19.4K -112 -4%
RMA
667
Roffman Miller Associates
Pennsylvania
$470K +$1.73K +10 +0.4%
TFA
668
Teamwork Financial Advisors
Texas
$469K +$468K +2,700 New
FFA
669
Founders Financial Alliance
North Carolina
$464K +$49.9K +288 +12%
GP
670
Greenline Partners
New York
$462K +$461K +2,660 New
MCA
671
Magnolia Capital Advisors
Mississippi
$459K -$6.41K -37 -1%
ISL
672
Ingalls & Snyder LLC
New York
$457K – – –
VWA
673
V Wealth Advisors
Kansas
$453K +$170K +981 +60%
SWM
674
Selective Wealth Management
Virginia
$449K -$60.8K -351 -12%
MFA
675
McClarren Financial Advisors
Pennsylvania
$449K +$91.8K +530 +26%
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