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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
701
Merit Financial Group
Georgia
$234K +$212K +1,642 New
MWM
702
Minot Wealth Management
Massachusetts
$231K +$209K +1,622 New
BWA
703
Beam Wealth Advisors
Louisiana
$231K +$210K +1,626 New
HPCM
704
Hunter Perkins Capital Management
Illinois
$230K +$209K +1,617 New
RHBC
705
R.H. Bluestein & Co
Michigan
$228K -$27.7K -215 -12%
CIC
706
Cornercap Investment Counsel
Georgia
$227K +$213K +1,655 New
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$7.61K +59 +4%
ESB
708
Essex Savings Bank
Connecticut
$226K +$204K +1,584 New
EHPM
709
Emery Howard Portfolio Management
California
$225K +$204K +1,580 New
SQA
710
Simon Quick Advisors
New Jersey
$224K +$1.42K +11 +0.7%
SAM
711
Seelaus Asset Management
New Jersey
$224K +$203K +1,577 New
FT
712
Fiduciary Trust
Massachusetts
$223K -$37.4K -290 -16%
S
713
Surevest
California
$223K +$202K +1,566 New
LL
714
LPWM LLC
Minnesota
$223K +$202K +1,567 New
SAM
715
Summit Asset Management
Tennessee
$222K +$202K +1,563 New
MP
716
McDonald Partners
Ohio
$221K +$200K +1,552 New
WCA
717
Windsor Creek Advisors
Vermont
$218K +$198K +1,536 New
SNT
718
Security National Trust
West Virginia
$217K – – –
WA
719
Wealth Alliance
New York
$217K +$197K +1,528 New
SFG
720
StrategIQ Financial Group
Indiana
$217K +$197K +1,529 New
FA
721
Fiducient Advisors
Illinois
$216K +$196K +1,520 New
HSA
722
HBK Sorce Advisory
Pennsylvania
$214K -$98.7K -765 -34%
GI
723
Glovista Investments
New Jersey
$213K +$194K +1,500 New
JFG
724
JMG Financial Group
Illinois
$211K +$191K +1,484 New
WIA
725
Wealthstreet Investment Advisors
Texas
$211K +$192K +1,486 New
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