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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
651
BBR Partners
New York
$847K +$837K +4,813 New
TFS
652
Thoroughbred Financial Services
Tennessee
$831K +$408K +2,344 +98%
MA
653
Montag & Associates
Georgia
$829K – – –
SCA
654
Snowden Capital Advisors
New York
$828K +$235K +1,350 +40%
RA
655
Rise Advisors
New York
$812K -$8K -46 -1%
JCM
656
Jacobi Capital Management
Pennsylvania
$803K +$30.4K +175 +4%
WH
657
Willner & Heller
California
$802K +$14.4K +83 +2%
CA
658
Calton & Associates
Florida
$802K +$432K +2,485 +120%
EWM
659
Evermay Wealth Management
Virginia
$802K +$689K +3,961 +660%
MSFS
660
Main Street Financial Solutions
Pennsylvania
$798K +$187K +1,077 +31%
MF
661
Meridian Financial
Massachusetts
$795K +$4.87K +28 +0.6%
CB
662
Cadence Bank
Mississippi
$785K +$567K +3,259 +270%
WKWM
663
Walter & Keenan Wealth Management
Indiana
$779K +$22.3K +128 +3%
FCA
664
FinTrust Capital Advisors
South Carolina
$778K +$287K +1,653 +60%
RFC
665
Regions Financial Corp
Alabama
$774K +$30.1K +173 +4%
FPS
666
Fieldpoint Private Securities
Connecticut
$768K -$714K -4,104 -48%
CSIA
667
Conrad Siegel Investment Advisors
Pennsylvania
$768K -$436K -2,507 -36%
HIGP
668
Hill Investment Group Partners
Missouri
$766K +$46.6K +268 +7%
SWA
669
Stratos Wealth Advisors
Ohio
$763K -$3.33M -19,178 -82%
EHAM
670
Eagle Harbor Asset Management
Washington
$761K +$752K +4,327 New
CT
671
Caldwell Trust
Florida
$761K -$126K -727 -14%
BWA
672
BDO Wealth Advisors
Florida
$756K +$208K +1,197 +39%
LWM
673
Liberty Wealth Management
California
$756K +$747K +4,296 +85,920%
AIM
674
AMI Investment Management
Indiana
$752K – – –
WWM
675
Windsor Wealth Management
Indiana
$750K +$401K +2,308 +112%
25 26
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