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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
701
Kathmere Capital Management
Pennsylvania
$344K +$38.7K +246 +13%
MFA
702
McClarren Financial Advisors
Pennsylvania
$342K +$1.26K +8 +0.4%
RPG
703
Resource Planning Group
Georgia
$342K +$325K +2,065 New
MA
704
Mezzasalma Advisors
New Jersey
$339K – – –
BAS
705
Brown Advisory Securities
Maryland
$338K +$322K +2,042 New
FHC
706
First Heartland Consultants
Missouri
$336K -$158 -1 -0%
HIP
707
Harrell Investment Partners
Texas
$335K – – –
LHC
708
Little House Capital
Massachusetts
$335K +$318K +2,020 New
MFA
709
Mayflower Financial Advisors
Massachusetts
$332K +$14.5K +92 +5%
IC
710
Intersect Capital
California
$332K +$19.2K +122 +6%
RG
711
Rathbones Group
United Kingdom
$331K – – –
AIA
712
Arbor Investment Advisors
North Carolina
$330K +$314K +1,992 New
NFP
713
Narus Financial Partners
Utah
$329K +$313K +1,990 New
MOS
714
MGO One Seven
Ohio
$327K +$311K +1,975 New
WFA
715
Wellspring Financial Advisors
Ohio
$326K +$249K +1,584 +76%
ECG
716
EPIQ Capital Group
California
$325K +$1.1K +7 +0.4%
VVP
717
Venture Visionary Partners
Ohio
$323K +$13.1K +83 +4%
WTC
718
WhitTier Trust Company
Nevada
$322K – – –
EWM
719
Evercore Wealth Management
New York
$320K – – –
B
720
Bridgeworth
Alabama
$317K – – –
BZWA
721
Blue Zone Wealth Advisors
California
$317K +$5.2K +33 +2%
RA
722
RFG Advisory
Alabama
$314K +$2.21K +14 +0.7%
WA
723
Wealth Alliance
New York
$314K +$57.6K +366 +24%
CAL
724
Capital Advisors Ltd
Ohio
$307K +$18.6K +118 +7%
QC
725
QCM Cayman
Texas
$307K +$292K +1,852 New
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