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Vanguard Morningstar Small-Cap Value ETF
VBR

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
701
Sheets Smith Wealth Management
North Carolina
$354K +$358K +2,090 New
IC
702
Intersect Capital
California
$353K +$30.8K +180 +9%
DE
703
Day & Ennis
Georgia
$352K -$68.3K -399 -16%
WFA
704
West Financial Advisors
Iowa
$352K – – –
RPGK
705
Retirement Planning Group (Kansas)
Kansas
$351K -$1.7M -9,955 -83%
FPCP
706
Fort Point Capital Partners
California
$351K +$49K +286 +16%
CIC
707
Carnegie Investment Counsel
Ohio
$349K +$16.8K +98 +5%
VVP
708
Venture Visionary Partners
Ohio
$346K – – –
BAS
709
Brown Advisory Securities
Maryland
$344K – – –
BZWA
710
Blue Zone Wealth Advisors
California
$343K +$5.14K +30 +2%
HIP
711
Harrell Investment Partners
Texas
$342K – – –
RG
712
Rathbones Group
United Kingdom
$339K – – –
MA
713
Mezzasalma Advisors
New Jersey
$337K -$10.3K -60 -3%
CIAS
714
Capital Investment Advisory Services
North Carolina
$336K – – –
AIA
715
Arbor Investment Advisors
North Carolina
$336K +$1.03K +6 +0.3%
ECG
716
EPIQ Capital Group
California
$334K +$1.2K +7 +0.4%
SWA
717
Sax Wealth Advisors
New Jersey
$331K – – –
WTC
718
WhitTier Trust Company
Nevada
$329K – – –
MWM
719
Minot Wealth Management
Massachusetts
$329K +$51.4K +300 +18%
EWM
720
Evercore Wealth Management
New York
$328K – – –
HIIFS
721
Harel Insurance Investments & Financial Services
Israel
$325K -$514 -3 -0.2%
AP
722
Appleton Partners
Massachusetts
$324K +$26.7K +156 +9%
ECM
723
Evergreen Capital Management
Washington
$323K +$326K +1,906 New
BB
724
Busey Bank
Illinois
$321K +$26.4K +154 +9%
GGS
725
Galvin Gaustad & Stein
Arizona
$318K +$17.3K +101 +6%
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