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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
651
Prostatis Group
Maryland
$477K -$13.2K -77 -3%
EPWM
652
Essex Private Wealth Management
Massachusetts
$469K – – –
BFC
653
Bedel Financial Consulting
Indiana
$467K +$4.45K +26 +1%
DWT
654
Dorsey & Whitney Trust
South Dakota
$463K -$27.9K -163 -6%
TAM
655
Townsend Asset Management
North Carolina
$461K +$43.3K +253 +10%
WIA
656
World Investment Advisors
California
$460K -$83.4K -487 -15%
RMA
657
Roffman Miller Associates
Pennsylvania
$460K +$1.71K +10 +0.4%
GP
658
Greenline Partners
New York
$450K – – –
WA
659
Wealth Alliance
New York
$450K +$71.6K +418 +19%
GIA
660
Gladstone Institutional Advisory
Florida
$448K +$77.5K +453 +21%
MCA
661
Magnolia Capital Advisors
Mississippi
$447K – – –
ISL
662
Ingalls & Snyder LLC
New York
$445K – – –
IFG
663
Investors Financial Group
Minnesota
$440K +$20.7K +121 +5%
SWM
664
Selective Wealth Management
Virginia
$439K +$1.71K +10 +0.4%
MWM
665
Mission Wealth Management
California
$438K -$185K -1,078 -29%
SBIA
666
Sheaff Brock Investment Advisors
Indiana
$438K +$12.5K +73 +3%
MW
667
Marcum Wealth
Ohio
$437K -$63.5K -371 -13%
OFS
668
Oldfather Financial Services
Nebraska
$432K – – –
FFA
669
Founders Financial Alliance
North Carolina
$430K -$19.3K -113 -4%
SFPM
670
Sensible Financial Planning & Management
Massachusetts
$420K – – –
RIA
671
Realta Investment Advisors
Delaware
$418K +$62.7K +366 +17%
DSA
672
Droms Strauss Advisors
Missouri
$415K -$112K -654 -21%
WP
673
WealthSource Partners
California
$414K +$19.7K +115 +5%
EFL
674
ERn Financial LLC
Wisconsin
$412K +$13.2K +77 +3%
VCA
675
Verdence Capital Advisors
Maryland
$412K +$417K +2,435 New
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